Stuart has been guiding clients successfully through the complexities and stresses of managing their financial plans since 1985.  He has served in multiple roles over time and has been a Five Star Wealth Management Award recipient.  At Compass, Stuart serves as a Senior Relationship Manager and relies on Kelley Snow in her role as an Executive Assistant to service clients.

His consistent approach starts quite simply; questioning clients about the importance of money.  He has found that beginning with the most fundamental questions can lead to the best client outcomes, regardless of the planning complexities involved. 

As a life-long resident of Boston, Stuart has enjoyed living in the Back Bay for the last twenty years with his wife, Dorothy.  He and his wife have four children and seven grandchildren.

Geoff joined Compass with over 25 years of experience in the financial services industry.  Prior to joining, Geoff spent 15 years as the Chief Investment Officer for a Registered Investment Advisor.  At Compass, Geoff serves as an investment advisor representative.

Geoff has served in a variety of roles within the financial services industry and he’s gained valuable insight in each.  He brings that experience to each client engagement; believing that truly understanding clients’ goals and objectives is the best way to produce better results.  Geoff earned the Accredited Investment Fiduciary® (AIF®) designation, graduated with honors from the Central Atlantic School of Trust and Investment Management, and is currently working toward the Certified Private Wealth Advisor® certification.

As a founding member of Investment Research Partners, a sub-advisor to Compass, Martin brings nearly 20 years of experience in the financial services industry.  Prior to working with the Boston Team, Martin oversaw three income and dividend-focused portfolios for Eventide Asset Management, a mutual fund manager in Boston, MA. 

Martin earned the Chartered Financial Analyst (CFA) designation in 2003 and has been an active volunteer with the CFA Institute for the past ten years.  In addition, he has been an author and contributor to the CFA digest publication.  Martin leverages his investment expertise to assist with due diligence, portfolio construction and portfolio management.  He works with team members and clients to tailor investment recommendations based on their unique circumstances and objectives.