Seth C. Chadwick is an investment professional with experience in investment advisory services, securities, and portfolio management. He serves as an Investment Adviser Representative with Compass Capital Corporation, where he works with clients on investment management, financial planning, and related wealth-management matters. Seth is also a Registered Representative with Compass Securities Corporation and serves as Chief Investment Officer of Chadwick & Rothenberg LLC. In that role, he is involved in the development and oversight of investment strategies, portfolio construction, and ongoing investment management.
Financial Advisors
Deborah Foley
Deborah has worked in the financial services industry for 33 years, assisting John Coyne,
Debbie graduated in 1990 from Bentley University with a BS in Finance. SHe is a Series 99 Operations Professional.
With Debbie’s help, John manages over $50 million in clients assets mostly using mutual funds and Exchange Traded Funds (ETFs). She also helps John set up the initial allocation for clients and supports him in monitoring and adjusting as market situation dictates.
John Coyne Jr., CFP®
Mr. Coyne has been a Certified Financial Planner since 1986 and entered the financial services business in 1982.
John earned his Bachelor’s degree from Michigan State University and also holds a Master’s Degree. As a Certified Financial Planner, John holds his NASD Series 7 and 63 license designations.
As a CFP, John continues to educate himself in the area of financial planning. During his many years in the business, John has assisted hundreds of people with the development of investment programs. His specialist is managing clients’ money using mutual funds & ETFs. Through a distinct and disciplined process, John identifies excellent funds in all major Morningstar categories and then diversifies his clients across these market segments. Once the initial allocation is complete, John monitors his client’s assets carefully and adjusts as market conditions and personal situations dictate.
John brings an immense amount of experience to Compass from his prior positions, including that with the Bank of Braintree, where he held the titles of Assistant Vice President and Investment Advisor. John essentially created the Investment Services and Trust Department at the Bank of Braintree, where he was responsible for all aspects of its trust and asset management business.
Tyler M. Chaisson, Esq., CFP®, CTEP
Tyler Chaisson, Esq., CFP®, CTEP, is a wealth-management professional, compliance executive, and attorney. He serves as the Chief Compliance Officer of Compass Capital Corporation, where he oversees the firm’s regulatory compliance program, supervisory framework, and adherence to applicable fiduciary and securities-law requirements. Tyler also serves as an Investment Adviser Representative with Compass Capital Corporation, managing relationships with high-net-worth individuals and families. As a CFP® professional, he advises clients on investment management, comprehensive financial planning, estate planning, and related wealth-management matters. His work focuses on helping clients coordinate their investment, financial, and estate-planning objectives within a cohesive long-term strategy. In addition, Tyler is a Registered Representative and in-house counsel to Compass Securities Corporation, providing legal and regulatory guidance on matters affecting the broker-dealer and its operations. He is licensed to practice law in Massachusetts and is the founder of Compass Legal Services, LLC, a separate law firm focused on estate planning and related private-client matters. Tyler holds the Certified Trust and Estate Planner designation from the Academy of Global Finance & Management. He earned his Juris Doctor, with honors, from the University of Massachusetts School of Law at Dartmouth and his Bachelor of Arts in Economics from Middlebury College.
Peter Montalbano
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 received a Bachelor of Arts in Business from Adelphi University School of Business.
Robert Fogarty
Robert has over 20 years of well balanced experience as a financial and investment professional. As a Trusted Financial Advisor, Robert has helped both high net worth and upper middle income families determine and gain their financial identities. Robert’s educational background includes a Bachelor’s degree in Finance and a certificate of completion of the CFP Professional Education Program.
Robert’s area of experience includes: Executive benefits and stock options (ISOs, Non-Qualified), Investment profile and design, Pension and Social Security planning, 401(k), IRA, Roth IRA planning, rollovers, and transfers, Mortgage and leverage structure, Investment property, and Charitable Trusts, ILITS, and estate topics.
Robert prides himself on working closely with clients to help them navigate their financial course, tailoring their program to fit their needs and lifestyle.
