With over 30 years of experience in investment planning and hands-on portfolio management, Rodney Twells helped found the Compass Group of DayMark Wealth Partners in 2023. Throughout his career, Rodney has worked closely with clients and collaborated with colleagues to create and deliver well-constructed financial strategies that are developed through comprehensive planning, personal attention, and sound judgment.
Rodney was a founding member of the Compass Group of Wells Fargo Advisors, forming the team with two advisors in 1998. Rodney began his career in 1990 in the trust department, then later in the institutional asset management group of a large Cleveland bank. In 1997, he joined Chicago-based Everen Securities, a predecessor of Wells Fargo Advisors.
Rodney earned his bachelor’s degree from Skidmore College in Saratoga Springs, New York. He went on to earn a Master of Business Administration from Case Western Reserve University’s Weatherhead School of Management. Concurrent with his post-graduate work, Rodney obtained the globally recognized Chartered Financial Analyst® (CFA®) designation. The CFA program involves rigorous training and examination, focused primarily on investment research and portfolio management. Rodney is a member in good standing of the CFA Institute, as well as the Cleveland Society of Securities Analysts.
Passionate about his community, Rodney currently serves as a trustee of the Fieldstone Farm Therapeutic Riding Center Foundation and the Joseph & Jeannette Silber Foundation. He is also a member of the steering committee for VeloSano, a year-round community initiative that raises funds to support innovative and lifesaving cancer research at Cleveland Clinic.
Away from the office, Rodney enjoys spending time with his wife, Nicole, and their adult children. He also enjoys playing golf, cycling, sailing, traveling, and the outdoors.
Chartered Financial Analyst® (CFA®) Disclosure: CFA® designates an international professional certificate that is offered by the CFA Institute. The Chartered Financial Analyst® (CFA®) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. There are currently more than 178,000 CFA® Charterholders working in over 170 countries and regions. To earn the CFA® charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. For more information, please visit https://www.cfainstitute.org/en/.