Timothy F. Shanahan
President and Chief Investment Officer, Compass Capital Corporation

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President and principal shareholder of Compass Capital Corporation (Compass), founded in 1984 as a Boston based Registered Investment Advisor in the practice of personal financial management and planning. He is also the founder (1985), President, General Securities Principal, and Financial and Operations Principal of Compass Securities Corporation, a Compass subsidiary and FINRA general securities broker/dealer. 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 through 1999. Tim served as past President and past Chairman of the Greater Boston Society of the Institute of Certified Financial Planners. He serves as a securities industry arbitrator with The Financial Industry Regulatory Authority (FINRA).

He is a 1975 graduate of Suffolk University in Boston (BA Psychology). Mr. Shanahan was a partner in a Boston financial counseling firm of Cheverie & Partners from 1975-1978.

Prior to founding Compass, Mr. Shanahan was president of Alternative Financial Planning Associates (AFPA), a division of Alternative Investment Corporation of Boston. He spent six years as head of that firm, in addition to acting as vice president of Corporate Planning and business manager for Alternative Investment Corporation (an NASD broker/dealer).

Mr. Shanahan was also a Senior Financial Consultant for the Personal Financial Consulting group at State Street Bank & Trust Company, a 200 year old trust company, where he counseled high net worth individuals on a fee-only basis and managed customized mutual fund portfolios from 1991 to 1993.

Now in his 31st year of advising high net worth individuals, retirement plans, and companies, Tim has developed a sophisticated expertise in investment management techniques. He specializes in using asset allocation to manage individual and retirement plan assets. He has built a solid network of well-respected outside sources in the legal, accounting, risk analysis, financial planning, and investment communities. Mr. Shanahan is also supported by an experienced in-house staff of financial planners.