Tricia Welsh, CFP®

Tricia Welsh, CFP®

Tricia Welsh, CFP^®

Registered Investment Advisor Agent,
Compass Capital Corporation

Tricia joined Compass Capital as a Financial Adviser following eleven years working on Wall Street and in other financial businesses in New York. She holds a MBA in Finance from New York University, a Certificate in Financial Planning from Boston University and is a Certified Financial Planner™. Tricia offers personalized service and unbiased advice in all aspects of financial planning and investment management, and produces customized solutions to help individuals, families, and small businesses achieve their financial goals.

Tricia's practice specialties and capabilities include:

Comprehensive Financial Planning
Investment and Asset Management
Planning for Divorced and Single Persons
Investment Manager Evaluation
Comprehensive Family Wealth Management
Asset Protection, Insurance Planning
Estate Planning, Trust Administration
Retirement Planning, Pension Plans
Tax Planning
College Education Funding

Tricia's work experience includes seven years as a reporter at Fortune Magazine in New York, specializing in Personal Finance, Financial Markets and the Economy. Concurrently she served as an anchor of the Fortune Business Report on New York One, a cable news station. Prior to that she was a trader of interest-rate futures and ran an arbitrage business at ABN Amro, a Dutch bank. She began her financial career trading fixed-income and money market securities and managed the Federal Funds desk at Irving Trust Bank on Wall Street.

Tricia graduated with honors from Pratt Institute in Brooklyn, N.Y. with a Bachelor of Fine Arts degree. She holds a Masters of Business Administration degree in Finance from New York University's Stern School of Business, and is a Certified Financial Planner™.

An active member of the Massachusetts Financial Planning Association and a current member of its Military Pro Bono Group, she and her three children live in Hingham. Tricia has served on the Board of Directors of the Hingham Education Foundation and is currently the Treasurer of the Hingham High School Rowing Association. She has volunteered as a Money Mentor for the Massachusetts State Treasurer's Office, and was named one of the Top 10 Investment Advisors by Women's Business Boston.

Reach Tricia at 781-535-6083 x 308 or email at Tricia@CompassSecurities.com.

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.