Compass Capital Corporation

Thomas Licciardello is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Compass Securities Corporation since 1995 and has also worked with The Northwestern Mutual Life Insurance Co. since 1993. Licciardello is principal of Licciardello Financial Services, an investment-related business he has operated since 1998. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, using ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Omar Mian is a financial advisor with Compass Capital Corporation, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory role, he occasionally takes on life insurance cases through an affiliation with Moody Street Group, LLC. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach centered on asset allocation and portfolio optimization using investment-analysis software, typically constructing portfolios from ETFs, mutual funds, equities, fixed income, and cash equivalents.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and bringing 48 years of industry experience. Her prior roles include positions at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. She is the owner of Strategic Planning Inc., which focuses on life insurance sales, and serves as a member of the board of trustees for Keiser University and Everglades University. Compass Capital Corporation provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation and efficient-frontier portfolio optimization, utilizing a range of investment vehicles and sub-advisors as appropriate.

Troy Knowlan is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Compass Securities Corp. since 2000. In addition to his advisory role, he serves as controller of O'Connor GMC, Inc., where he manages the accounting and finance departments of the auto dealership. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization using a variety of investment vehicles, and operates as a fee-only investment manager.

Scott Chaisson is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass Capital Corporation since 2015. Outside of his advisory role, he serves as president of Compass Securities Insurance Agency, which is licensed to sell life insurance and annuities. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, utilizing ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

John Coyne is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Compass Capital Corporation and Compass Securities Corporation since 2022, and has prior experience at Winslow, Evans & Crocker, Inc. from 2004 to 2021. Compass Capital Corporation provides portfolio management and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization, utilizing ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Robert Fogarty is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds a Series 63 designation and has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, typically using ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Tyler Chaisson is a financial advisor with Compass Capital Corporation in Braintree, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Compass Capital Corporation and Compass Securities Corporation since 2018. Outside of his advisory role, he is the managing member and principal lawyer at Compass Legal Services, LLC, a law firm specializing in estate planning and business organization. Compass Capital Corporation provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and efficient-frontier portfolio optimization, utilizing ETFs, mutual funds, equities, fixed income, and cash equivalents, and operates as a fee-only investment manager.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and 45 years of industry experience. His prior roles include positions at MarketsFlow Inc. and Cavalier Investments. Outside of his advisory work, he serves as a trustee and owner of a real estate trust. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization, using a mix of ETFs, mutual funds, equities, and fixed income, and operates as a fee-only investment manager.

Philip Boncaldo is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Compass Securities Corp since 2000 and with his own firm, Philip B. Boncaldo & Associates, Inc., since 1992. Outside of advisory services, he manages family real estate investments involving residential apartment buildings. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and efficient-frontier portfolio optimization, using various investment vehicles including ETFs, mutual funds, equities, and fixed income.

Peter Montalbano is a CFP® with 27 years of industry experience. He is currently with Compass Capital Corporation, where he has worked since 2018, and previously worked at Kovack Securities, Inc. and Capital Guardian Wealth Management. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses an investment process focused on asset allocation and efficient-frontier portfolio optimization, typically employing ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Seth Chadwick is a financial advisor at Compass Capital Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Compass Capital Corporation and Compass Securities Corporation since 2019. His prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Compass Capital Corporation provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization using a range of investment vehicles, including ETFs, mutual funds, individual equities, and fixed income.