Financial planning tailored to your goals

• CA
• CO
• CT
• FL
• IL
• MA
• MD
• ME
• MI
• MN
• NC
• NH
• NJ
• NY
• OH
• PA
• RI
• SC
• TX
• VA
• VT

For over 22 years, George has been helping individuals, families, business owners and non-profit organizations navigate through unpredictable financial terrain. As co-founder of the Compass Investment Group, George has built a practice based on his ability to listen, mentor and utilize all of UBS’s resources.

George understands that every individual’s situation is unique. He believes each client should receive a custom financial plan that serves as the cornerstone of their financial life, designed to achieve their goals while reducing the emotional side of investing. Within the Compass Investment Group, George specializes in fixed income, i.e. corporate and municipal bonds, treasuries and agencies. Additionally, George specializes in problem solving and macro strategic planning.

George’s passion for helping people began long before he joined UBS in 1999. George coached football in the local area for 30 years and continues to serve as an ambassador to the sport, mentoring future college recruits and many of his former players. He is a resident of Needham and lives with his wife and three daughters. George graduated from Cornell University where he played varsity football for four years.

• Senior Portfolio Manager
• Wealth Advisor

• CA
• CO
• CT
• FL
• IL
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NY
• OH
• OK
• PA
• RI
• SC
• TX
• VT

As a co-founder of the Compass Investment Group in 2002, Jay has helped clients and their families properly plan for the future. With over 34 years in the financial services industry, Jay’s strength is listening and understanding the goals and challenges of his clients. All of this starts by creating a customized financial plan.

Jay has a unique ability to ask probing questions, which helps clients identify what matters most in their financial life. His specialties on the team include equity research and in-depth financial planning. Jay’s disciplined approach to financial planning helps provide clients with confidence during volatile markets.

Jay has always been passionate about providing superior service to clients and his dedication is easily recognizable. He learned early on the value of hard work from his college years playing varsity hockey at Boston University. Jay and his wife are residents of Boston and they have three sons and four grandchildren. Jay is an avid runner and skier.

• Wealth Advisor

• CA
• CO
• CT
• FL
• IL
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NY
• OH
• PA
• RI
• SC
• TX
• VA
• VT

Robert has been a member of the Compass Investment Group for the past 15 years and works with all clients to deliver customized financial plans to help navigate markets. Robert’s compassionate approach and his commitment to service provide clients an exceptional experience and a level of confidence during all types of markets.

Robert’s focus on the team is in Social Security, retirement plans, equity research and insurance. In addition, Robert has met the advanced requirements of the Certified Financial Planner Board of Standards, Inc. by obtaining the Certified Financial Planner™ (CFP®) designation to distinguish himself among his peers and broaden the depth of the team.

Robert is a graduate of Assumption College. He was born and raised in Cape Elizabeth, ME, and currently resides in Charlestown, where he enjoys running and has competed in his first Boston Marathon.

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Patrick joins the Compass Investment Group with over 10 years of experience consulting with financial advisors and clients on their investment strategies, asset allocations and investment products.  Additionally, Patrick has an extensive background in banking and lending. In this role, he worked with an array of clients and businesses to provide solutions such as mortgages, lending, financing, cash management and credit card services. 

Patrick is focused on helping clients and business owners navigate their financial lives and will be a valuable resource to our team and our clients. In addition to his prior experiences, Patrick has also met the advanced requirements of the Certified Financial Planner Board of Standards, Inc. by obtaining the Certified Financial Planner™ (CFP®) designation.

Patrick was born and raised in Worcester, Massachusetts where he attended Worcester Academy and then Yale University.  Patrick played varsity hockey throughout high school and college and then went on to play in the St. Louis Blues organization prior to beginning his career in financial services. He currently resides in Needham with his wife, Shea, and daughter, Maeve.

• CERTIFIED FINANCIAL PLANNER™

• MA

Devin is the newest member of the Compass Investment Group. She joined the team in October of 2021 and is dedicated to providing a seamless and exceptional client service experience. As a Client Service Associate, Devin provides day-to-day client service and assists with the operational efforts for the team, such as account opening and maintenance, cash management and banking features. 

Devin enjoys exercising, going to the beach, and is really looking forward to trying new restaurants in the Boston area. She graduated from UMass Amherst on the Dean's List in May of 2021. She was raised in Westfield, Massachusetts and currently resides in Dorchester, Massachusetts. 

• MA

Sarah joined the Compass Investment Group in October 2022 and is dedicated to providing a seamless and exceptional client service experience. As a Client Service Associate, Sarah provides day-to-day client service and assists with the operational efforts for the team, such as account opening and maintenance, cash management and banking features.

With a background of nine years in data analytics, Sarah brings a unique set of skills to the Compass Investment Group. She is proficient in Tableau; Snowflake; SQL Server; Jupyter Notebook; Python and many of its libraries such as numpy, sklearn, and pandas; Bash; and LaTeX.

Sarah enjoys lifting weights, practicing yoga & meditation, doing logic puzzles, walking her Chihuahua, and spending time with her family and friends. She graduated with a major in mathematics and a minor in computer science from Bryn Mawr College, magna cum laude with a 3.9/4.0 GPA. She graduated with a master’s degree in industrial engineering from Northeastern University with a 4.0/4.0 GPA. Sarah grew up in South Jersey and currently resides in Wellesley.