Valparaiso Team Members
James J. Bobos, AAMS®, Partner
Portfolio Manager, Financial Advisor
Jim has completed his NASD® Series 7 and 66, holding a Bachelor of Science degree in Chemistry from Purdue University. He is a college for Financial Planning graduate of the CFP® Professional Education program and has successfully completed the requirements by the College for Financial Planning to use the Accredited Asset Management Specialist, or AAMS® designation. Jim has previously worked at AXA Financial Advisors and Citizens Financial Services. As portfolio advisor for Compass, Jim has spearheaded Investment Research and is an Investment Policy Committee member. Jim has been working in our Valparaiso office since October 2001.
Lynn Fisel
Financial Advisor, Partner
Clifford L. Malings
Financial Advisor
Cliff is a native of Valparaiso, Indiana. After graduating from Valparaiso High School, where he participated in track, cross country, wrestling, and the foreign exchange program, Cliff earned his Bachelors of Science in Materials Science Engineering in 1993 from Purdue University.
Cliff is an active Triathlete and has interests in science and technology. He is functional in the French and Dutch languages and follows international news and business events closely.
He has always held a passion for investment analysis and followed that calling when he joined Compass Financial Advisors in 2005. Cliff was attracted to Compass because of its unique ability to deliver customized portfolios, fee based orientation, a dynamic and active approach to portfolio management, friendly service delivered by a regionally sized home grown business, and a fresh flexible entrepreneurial spirit.
Cliff believes that to realize superior returns and to remain truly diversified in today’s global markets, one needs a thorough understanding of business in a global context. To educate himself in this regard Cliff moved to Netherlands where for a 3 year period where he lived, worked, and became formally educated in a genuinely international setting. There he earned an Executive MBA from the Rotterdam School of Management (RSM) concentrating in international business, finance, and strategy.
His experience and academic approach to research have earned Cliff a high level of respect regarding his opinions about investing in particular stocks and market sectors. His research and analysis have been published by The Motley Fool, an internationally syndicated financial news column. Cliff presently teaches a course on Investment Mathematics at Valparaiso University; a 300 level course in the Math Department’s Actuarial program.
Cliff believes he offers a unique set of advantages to his clients not only through a formal education from a well respected Dutch university, but also by having achieved highly applicable international business experience. In addition to living in the Netherlands, Cliff has been involved in business projects in Korea, Japan, South Africa, China, Dubai, throughout Europe and the US. Cliff is continually looking to further expand his international network of business contacts and knowledge resources in order to benefit his clients.