Financial planning tailored to your goals

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The Compass Investment Group offers a highly collaborative approach for making thoughtful, informed decisions about your personal and business objectives. Our team takes the time to understand the uniqueness of your family and we work closely with each generation to achieve your long-term goals and ease the challenges of life’s major milestones.

Working with business owners, entrepreneurs, professionals and their families, we help simplify the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex financial needs and a commitment to understanding your goals wherever you are in life. Our thoughtful advice and education helps ensure your independence throughout our long-term relationship.

Our promise is to be right there by your side, helping provide you and your family with rock solid advice and the confidence to live your life exactly as you want.

- Compass Investment Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • George Licht

    George Licht

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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
        55 William Street
        3rd Floor
        Wellesley, MA 02481
      • Jay Bresnehan

        Jay Bresnehan

        Senior Vice President–Wealth Management

        Wealth Advisor

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        • CA
        • CO
        • CT
        • FL
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NY
        • 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
            55 William Street
            3rd Floor
            Wellesley, MA 02481
          • Robert Benoit

            Robert Benoit, CFP

            First Vice President–Wealth Management

            Financial Advisor

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            • CA
            • CO
            • CT
            • FL
            • IL
            • MA
            • MD
            • ME
            • MI
            • NC
            • NH
            • NJ
            • NY
            • 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.

                  55 William Street
                  3rd Floor
                  Wellesley, MA 02481
                • pat

                  Patrick Brosnihan, CFP

                  Account Vice President

                  Financial Advisor

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                  • 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™
                      55 William Street
                      3rd Floor
                      Wellesley, MA 02481
                    • Devin

                      Devin Callaghan

                      Client Associate

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                      • 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. 

                            55 William Street
                            3rd Floor
                            Wellesley, MA 02481
                          • Sarah

                            Sarah Nelson

                            Client Associate

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                              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.

                                    55 William Street
                                    3rd Floor
                                    Wellesley, MA 02481

                                  Multigenerational planning

                                  A team approach

                                  Goals-based planning

                                  Professionals

                                  Legacy—Wealth for others

                                  For needs that go beyond your own—to help you improve the lives of others

                                  What will your legacy be?
                                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                  Learn more at ubs.com/wealthway.

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                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

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