We’re investors. We’re writers. We’re readers. We’re thinkers.
But most importantly, we’re good listeners. Everyone has a unique story to tell, and our job as advisors is to understand that story and build a portfolio and a plan that will enhance it.
Our mission to help guide investors on the road to a wealthy and meaningful life. What that means is different for everyone, but the objective is the same: stay on the right path.
The principles we stand for define our culture:
- Character is king.
Trust and respect are the foundation of any long-term relationship. We earn that by giving unbiased advice and doing what’s in your best interest, every step of the way.
- Commitment to education.
We’re lifelong learners and we love to teach. Education is an edge, in investing and in life. We take the time to create thoughtful content that simplifies the complex, gives context to market movements, and helps mitigate harmful investor behavior.
- Compounding is more than just an investing concept.
Small positive habits, exercised with discipline, can change your life for the better. We aim to share ideas that compound, building a community focused on personal improvement.
Founder and CEO
Charlie Bilello is the founder and CEO of Compound Capital Advisors. He oversees all facets of the firm, including research, portfolio management, product development, content creation, compliance, and investor relationships.
Prior to founding Compound Capital Advisors, Charlie was the Director of Research at Pension Partners, where he managed global tactical portfolios and co-authored four award-winning research papers on market anomalies and investing. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors and previously held positions as a Credit, Equity and Hedge Fund Analyst at alternative investment firms.
Charlie holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He is a Chartered Market Technician (CMT) and also holds the Certified Public Accountant (CPA) certificate.
Charlie has been named by Business Insider and MarketWatch as one of the top people to follow on Twitter and his market insights are often featured in Barron’s, Bloomberg, and the Wall Street Journal. You can follow Charlie’s latest thoughts here: @charliebilello.
Howard Lindzon is a founding Partner at Compound Capital Advisors. He oversees venture advisory at the firm and offers insight and guidance on strategic initiatives.
Howard has more than 20 years of experience as both an entrepreneur and investor, with a unique vision for starting, managing, and successfully advising innovative companies. He is currently a partner and investor at Social Leverage, an early-stage seed investment fund.
Prior to co-founding Social Leverage, Howard was the co-founder and CEO of StockTwits, named “one of the top 10 most innovative companies in web” by Fast Company and one of the “50 best websites” by Time. Previously, he founded Wallstrip, creating more than 400 original videos before its acquisition by CBS.
You can read Howard’s frequent thoughts on Twitter at @howardlindzon.