Timothy Francis Shanahan
Founder at Compass Capital Corp. (Massachusetts)
Timothy Francis Shanahan active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 01/01/1984 | - |
| Compliance Officer | 01/01/1984 | - | |
| Founder | 01/01/1984 | - | |
| Portfolio Manager-Equities | 01/01/1984 | - | |
| Portfolio Manager-Fixed Income | 01/01/1984 | - | |
| President | 01/01/1984 | - |
Career history of Timothy Francis Shanahan
Former positions of Timothy Francis Shanahan
| Companies | Position | Start | End |
|---|---|---|---|
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 | 01/01/1991 | 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. | Director of Finance/CFO | - | - |
| Portfolio Manager-Equities | - | - | |
| Portfolio Manager-Fixed Income | - | - |
Training of Timothy Francis Shanahan
| Suffolk University Law School | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
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 |
