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.
Management Team
Omar J. Mian
Omar J. Mian is an Investment Adviser Representative and partner at Compass Capital Corporation, where he has advised clients and contributed to the firm’s investment-management process since 2006. He specializes in market analysis, investment selection, and portfolio construction, with a focus on developing disciplined investment strategies aligned with clients’ long-term financial objectives.
Omar chairs the Equity Committee of the Compass Capital Investment Committee. In this role, he leads the firm’s evaluation of equity markets and individual investment opportunities. His research and analysis help guide portfolio strategy, security selection, and asset-allocation decisions across Compass Capital’s investment portfolios.
Omar previously served as a Registered Representative with Compass Securities Corporation. He has licenses in life, accident, and health insurance. Omar studied accounting at the University of Massachusetts Boston.
Bruce Winans
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.
Susan Weschler
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.
Timothy F. Shanahan
Mr. Shanahan is the CFO for Compass and President of Compass Capital Corporation. 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.
Scott Chaisson
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.
