Financial planning tailored to your goals

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

For over 24 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 to meet the needs of his clients.

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 locally 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 30 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 lives.  His specialties on the team include equity research and in-depth financial planning.  Jay's disciplined approach to financial planning provides clients comfort during volatile markets.

Jay has always been passionate about providing superior service to clients, and his dedication is easily recognizable.  Early on, he learned the value of hard work from his college years playing varsity hockey at Boston University. Jay and his wife reside in Downtown Boston, and they enjoy spending time with their 3 sons and grandchildren. Jay is also an avid runner and skier.

• Wealth Advisor

• CA
• CO
• CT
• FL
• 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 over 17 years and works with all clients to deliver customized financial plans to help navigate markets. Robert's compassionate approach and his commitment to service provides clients an exceptional experience and a level of comfort 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 Standard, 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 playing tennis and running and has completed his first Boston Marathon.  

• CERTIFIED FINANCIAL PLANNER®

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

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 two daughters, Maeve and Isla.

• CERTIFIED FINANCIAL PLANNER®

• MA
• NH

Devin joined The Compass Investment Group in 2021. She prides herself in providing exceptional customer service and has a passion for problem solving. As a Registered Client Service Associate, Devin is focused on strengthening client relationships through her attention to detail, professionalism, and goal-oriented approach.

Devin’s focus is all day-to-day client requests, such as account opening and maintenance, cash management and banking features. In addition, Devin holds her Series 7 and 66 security licenses.

Devin graduated from the University of Massachusetts, Amherst where she studied Political Science and Spanish. She was born and raised in Westfield, MA, where she was a three sport athlete in high school and currently resides in Dorchester. In her spare time, Devin enjoys going to the beach, doing Pilates and spending time with friends and family.

• MA
• NY

Jacob joined The Compass Investment Group in 2023. In his role, Jacob provides analytical support to the team and operational assistance to our clients including, account opening and maintenance and fund transfers. Jacob is focused on enhancing the client’s experience and is committed to providing a high level of client service.

Jacob graduated from the Isenberg School of Management at the University of Massachusetts, Amherst where he received his BBA in Finance as well as his Master’s degree in Finance. Jacob holds his Series 7 and 66 security licenses.

Jacob was born and raised in Quincy, MA, where he was a three sport athlete in high school. In his spare time, Jacob enjoys hiking, going to the beach, and spending time with friends and family.

Jenn joined The Compass Investment Group in 2023. As an Administrative Assistant, Jenn is responsible for all executive client tasks. She has an eye for organization and specializes in asset transfers and banking services. 

Jenn was born and raised in Cheshire, CT and now resides in Walpole, MA. Jenn attended Nichols College in Dudley, MA. In her spare time, Jenn enjoys walking, hiking, watching sports and spending time with friends and family.