Timothy Francis Shanahan
Fondateur chez Compass Capital Corp. (Massachusetts)
Profil
Mr. Timothy F.
Shanahan is President & Chief Investment Officer at Compass Capital Corp.
(Massachusetts) and Chief Financial Officer at Cavalier Investments LLC.
Mr. Shanahan served as past President and past Chairman of the Greater Boston Society of the Institute of Certified Financial Planners.
He was a partner in a Boston financial counseling firm of Cheverie & Partners from 1975-1978.
He founded Compass Capital in 1984.
Prior to founding Compass, Mr. Shanahan was president of Alternative Financial Planning Associates, a division of Alternative Investment Corporation of Boston.
Mr. Shanahan was also a Senior Financial Consultant for the Personal Financial Consulting group at State Street Bank and Trust Co., where he counseled high net worth individuals on a fee-only basis and managed customized mutual fund portfolios from 1991 to 1993.
He is a 1975 graduate of Suffolk University in Boston (BA Psychology).
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 of the Institute of Certified Financial Planners through 1999.
Postes actifs de Timothy Francis Shanahan
| Sociétés | Poste | Début |
|---|---|---|
Compass Capital Corp. (Massachusetts)
 Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Fondateur | 01/01/1984 |
Anciens postes connus de Timothy Francis Shanahan
| Sociétés | Poste | Fin |
|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 31/12/1993 |
Cavalier Investments LLC
 Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Directeur Financier/CFO | - |
Formation de Timothy Francis Shanahan
| Suffolk University Law School | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Compass Capital Corp. (Massachusetts)
Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Finance |
Cavalier Investments LLC
Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Finance |
