Meet the Portsmouth Team
In 2021, Compass Rose Private Investment Management, a Registered Investment Advisor based in Portsmouth, New Hampshire chose to entrust Beck Bode with its clients after several years of careful search for a succession partner. Founder and Senior Portfolio Manager, Jim O’ Donoghue and his team evaluated a pool of 44 potential candidates before selecting Beck Bode as the clear leader.
The intent was to grow Compass Rose into a multi-generational firm that would carry on the founder’s vision well into the future. The Portsmouth team is thrilled to join the Beck Bode family of companies. Clients will continue to benefit from a commitment to disciplined investing, active portfolio management, and comprehensive financial planning.

