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Tricia Welsh is a Trusted Financial Advisor with Compass Capital Corporation, a SEC Registered Investment Advisor. Compass was founded in 1984 as a Boston-based firm in the business of fee based personal financial planning and investment management and today is considered one of the larger and most respected advisory firms in the Greater Boston area. Tricia offers objective advice in all aspects of financial planning and investment management to high net worth individuals, trusts and small businesses. She has developed an expertise in advising divorced and "about to be divorced" persons on matters of wealth management and collaborates often on client matters with the senior management of Compass and her team of complementary professionals.

Tricia spent much of her financial career in New York. Her work experience there includes seven years as a Reporter at Fortune Magazine, specializing in Personal Finance, Financial Markets and the Economy. Concurrently, she anchored the Fortune Business Report for New York One, a cable news station. Prior to her journalism career she traded fixed-income, interest-rate and money market instruments at Irving Trust Bank and ABN/Amro, a Dutch bank. Tricia received her Certificate in Financial Planning from Boston University and passed the CFP^® exam in March 2004. She is an active member of the Massachusetts Financial Planning Association.

Tricia holds a Masters of Business Administration in Finance from New York University in 1985 and she received her Bachelors of Fine Arts degree at Pratt Institute in Brooklyn, N.Y.

Please call Tricia at (617) 657-0323 x 308 (office) or (781) 910-7116 (cell).

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.