Clients in the Boston area are supported by a team of financial professionals referred to as the Boston Team. Anchored by life-long Bostonian and Senior Relationship Manager, Stuart Feinzig, the Boston Team has decades of collective experience working on behalf of clients. That experience helps the team to better understand the challenges and opportunities investors face today and informs the range of solutions delivered to clients.
While the Boston Team began working together at Compass in 2019, the roots of different team members go back more than a decade. Members of the team worked together in different capacities while at previous firms and focused on delivering high-touch service with a boutique investment firm feel to clients. The opportunity to not just recreate, but to improve upon that experience was one of the primary drivers for creating this service team.
Geoff Caber is dually registered as an Investment Adviser Representative affiliated with Compass Investments, LLC and Investment Research Partners LLC. Martin Wildy is registered as an Investment Adviser Representative affiliated with Investment Research Partners, LLC. Investment Research Partners, LLC has been contracted by Compass Investments, LLC to provide sub-advisory services to Compass Investments, LLC. Mr. Wildy is not an Investment Adviser Representative of Compass Investments, LLC.