Jim o'donoghue

I became a financial advisor and portfolio manager by way of a long and successful career in the non-profit and public sectors. In my early professional career, I honed my finance and planning skills, but it was an opportunity to be responsible for planning large-scale capital projects for New York City and the Commonwealth of Massachusetts that defined my career trajectory. The pinnacle work was the Boston Harbor Clean-up Project, which was a $6 billion infrastructure project that brought Massachusetts into compliance with the Federal Clean Water Act.  

As that project came to fruition, I chose to refocus my finance and planning skills to help individual families, non-profits, and small businesses. I began my new career at a national broker-dealer. Over a period of three years, I built a solid clientele and quickly identified the independent business model as the ideal way to deliver quality advice and superior service. In 2011, I broke away from the broker-dealer model and started an independent firm, Compass Rose Private Investment Management. This entailed starting my own small business, one where I could fully embrace the fiduciary standard for clients and be free to deliver the comprehensive financial services that clients desired. The move to independence was the best decision I ever made in my career. Client feedback was overwhelmingly positive, as is evidenced by a highly loyal client base. I am proud that our work enhances the lifestyles of our clients and increases their generosity. It is the ultimate satisfaction to see clients reach goals that they thought were out of reach.

In 2021 our firm merged with Beck Bode to ensure the succession of our practice. Beck Bode was a terrific choice to continue the legacy of fee-only financial planning, the philosophy of active portfolio management, and a superior client service model. I retired from the firm in 2024, and I trust Ben Beck and Jim Bode to lead the firm well. Our values align, and I am confident our clients are in good hands.

I live in Rye, NH with my wife Roxanne and our dogs, Maggie, and Honey B, both  Golden Retrievers. We have two adult children and five grandchildren. I am an active uncle and grandfather, an off-the-charts sports fan, a competitive golfer, and a certified scuba diver.