Mr. Chaisson is the Chairman and CEO of Compass Financial & Insurance Services Group and President of Compass Securities Corporation in Braintree Massachusetts. Mr. Chaisson is a veteran of the investment industry holding several senior executive positions at Smith Barney, Bank of America and, most recently, President of Capital Guardian LLC, a boutique wealth and asset management firm. He has built several wealth management practices and platforms in the independent space. In addition, Mr. Chaisson spent over 10 years as army infantry officer serving in posts both domestically and overseas. Mr. Chaisson received a Bachelor of Science in Engineering from the U.S. Military Academy at West Point and a Masters of Business Administration and Entrepreneurship from DePaul University in Chicago Illinois.
Mr. Shanahan is the CFO for Compass and President of Compass Advisory Services. Tim was the founder of Compass Capital Corporation in 1984. He has served as past President and past Chairman of the Greater Boston Society of the Institute of Certified Financial Planners. He is a founding principal of the Compass Institute for Professional Education & Development (CIPED) and he has served as a securities industry arbitrator with the Financial Industry Regulatory Authority (FINRA) Dispute Resolution Inc. He is a 1975 graduate of Suffolk University in Boston (BA Psychology). He completed the CFP curriculum offered by the College for Financial Planning in 1984 and was certified by the CFP Board in June 1984 and remained a member of the Institute of Certified Financial Planners through 1999.
Susan M. Weschler is the Chief Compliance Officer for Compass Securities Corporation. She is a Series 24 General Securities Principal and Series 99, Operations Professional, and has been associated with Compass since 1991. A graduate of The University of Connecticut, Susan has experience working with top producers at a major NYSE brokerage firm and in a financial planning firm which offered services to Boston-area top executives. Susan is responsible for maintaining the firm’s regulatory compliance program and all aspects of agent registrations, renewals, licensing, and commissions. She also provides support to the institutional business of Compass Securities and to Compass Capital.
Bruce Winans brings a wealth of expertise and knowledge to his investment practice, with over 20 years of trading and investing experience, including proprietary trading at major banking institutions in New York and Boston. His intimate and first-hand knowledge of the global marketplace and understanding of traditional and nontraditional investment strategies bring clarity and insight to each investment decision. His long-term relationships cultivated over the years with money managers and established members of the investment community-including pension fund managers, estate planners, family offices and trust companies-helps with investors’ confidence in their chosen investment strategy. Bruce’s highly personal, thorough approach provides high quality alternative investment opportunities that address the allocation strategy, the risk profile and the transparency requirements of institutions and other qualified investors. Bruce has built a business dedicated to providing high quality managers to high net worth individuals, trust companies, family offices, pension funds and endowments.
Omar chairs the Equity Committee of the Compass Capital Investment Committee. He is an investment advisor representative and partner at Compass Capital Corporation. He specializes in market analysis, investment selection, and portfolio construction. His analysis is used to direct the strategies of the Compass portfolios across the firm.
Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Clint is a founding partner of WealthShield, which provides outsourced CIO and portfolio management services. Prior to Wealthshield, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the Market Technicians Association, Inc. and the CFA Society North Carolina, where he currently serves as President. Clint is fully integrated into the Compass Portfolio Advisory Services and directs portfolio construction, investment research and the investment committee.
Mr. Montalbano is the Director of Wealth Management for Compass. Mr. Montalbano has substantial experience in wealth management, advisory services, and investment strategies for high net worth individuals. Previously, he served as the Director of Wealth Management at Capital Guardian and as Senior Vice-President/Partner at First Union/Wachovia Wealth Management. Mr. Montalbano is a Certified Financial Planner as well as a certified Trust and Estates Practitioner. Mr. Montalbano received a Bachelor of Arts in Business from Adelphi University School of Business.