Team Directory Phil Boncaldo Compass Capital Corp philip@compasscapital.co 617-770-2039 Seth Chadwick Chadwick & Rothenberg Group LLC seth@crgroupfl.com 813-334-6332 Maria Kondracki Dwyer Strategic Planning Inc mkdwyer@compassfisg.com 954-254-4520 Robert Fogarty Compass Capital Corp rob@compassscapital.co 508-697-2485 Walter Joly Compass Capital Corp walter@compasscapital.co 978-740-2789 Troy Knowlan Compass Capital Corp troy@compasscapital.co 800-850-4250 Thomas Licciardello Licciardello Financial Svs tom@compasscapital.co 978-686-4100 Omar Mian Compass Capital Corp omar@compasscapital.co 781-535-6083 Peter Montalbano Compass Securities Corp pmontalbano@compassfisg.com 561-866-6760 David Morgan Compass Capital Corp Dmorgan@compasscapital.co 781-535-6083 Timothy Shanahan Compass Securities Corp tim@compasssecurities.com 781-535-6083 Compass Securities Scott Chaisson Compass Securities Corp scott@compasssecurities.com 781-971-8744 John Ahern Compass Securities Corp john@compasssecurities.com 781-971-8746 Susan Weschler Compass Securities Corp susan@compasssecurities.com 781-971-8741 Beacon Hill Capital Michael Connolly Beacon Hill Capital m.connolly@bhcapital.com 781-740-8981 Garret Daigler Beacon Hill Capital g.daigler@bhcapital.com 781-740-8981 Chris McCarthy Beacon Hill Capital c.mccarthy@bhcapital.com 781-740-8981 Chris McCarthy Beacon Hill Capital c.mccarthy@bhcapital.com 781-740-8981 John McDonald Compass Capital Corp j.mcdonald@bhcapital.com 781-740-8981 Tyler McDonald Compass Capital Corp tymmcdonald@gmail.com 781-740-8981 Strategic Tax Credit Investments Brian Rajotte Strategic Tax Credit Investments LLC brian.rajotte@stratecgictci.com 503-575-9232 David Robbins Strategic Tax Credit Investments LLC drobbins@strategictci.com 800-253-8917 Havener Capital Partners Theo Bakolas Havener Capital Partners theo@havenercapital.com 401-314-0430 Stacy Havener Havener Capital Partners stacy@havenercapital.com 401-314-0430 Shannon Blair Taji Havener Capital Partners shannon@havenercapital.com 401-314-0430 Joshua Walker Havener Capital Partners josh@havenercapital.com 401-314-0430 Steve Wine Havener Capital Partners steve@havenercapital.com 401-314-0430 Compass Securities Corp – Secondary / Private Equity Offerings David McQuaid Compass Securities Corp dmcquaid@compasssecurities.com 646-596-7901 Bruce Winans Compass Securities Corp bruce@compasssecurities.com 781-789-2003 Davis Square Capital Andrew Sillari Davis Square Capital andrew.sillari@davissquarecapital.com 978-836-9978 Keith Whitney Davis Square Capital keith.whitney@davissquarecapital.com 617-710-8010 Sondhelm Partners Daniel Sondhelm Sondhelm Partners dan@sondhelmpartners.com 703-597-3863 ThinkAEN Alisia Nolan Sosa ThinkAEN anolan@thinkaen.com 908-872-3686 Richard Sosa ThinkAEN rsosa@thinkaen.com 703-867-3895 Standen Financial Patti Standen Standen Financial pstanden@compasssecurities.com 413-575-7736 Dolan Capital Timothy Dolan Dolan Capital Group tdolan@dolancapitalgroup.com 617-379-5551 Distribution Revolution Timothy Kelly Distribution Revolution Tim@distributionrevolt.com 845-354-2650 Robert Mulligan Distribution Revolution robertmulligan@distributionrevolt.com 401-742-0143 AUB Investments, LLC Anthony Bertolami AUB Investments, LLC abertolami@compasssecurities.com 469-828-1200 Wealthshield Charles Petrie Wealthshield charles@wealthshield.co 919-803-1490
