Roxanne O'donoghue

I have the very special position of Gratitude Officer in our practice, where I support our Portsmouth team by nurturing heartfelt connections with our clients. Some years ago, we were temporarily without an office manager, so my husband, Jim O’Donoghue, asked if I would help while we searched for a permanent replacement. One of the responsibilities I was tasked with at that point was to help stay in contact with clients. 

It would be accurate to say that the role I play today started out with a desire to acknowledge important events in our client’s lives: happy events like birthdays, the arrival of a child, weddings, graduations, and retirements. Of course, we also wanted to acknowledge the more challenging aspects of life, by providing support when there was illness, loss, and grief. Eventually, we realized that it would take a dedicated person to tend to our client base. I have also taken over scheduling annual reviews for clients to meet with Karen, which has been received really well by all!  "Gratitude officer" makes sense because my job is to show our clients we care about them, every single day. 

In addition to taking care of our clients, I make sure I take good care of our team so that they are energized and feel connected to each other. I host regular get-togethers for our team in our office in beautiful Portsmouth, New Hampshire. Even though we all work in the same building, we still benefit from an office happy hour to unwind and catch up on how everyone is doing.  

I’ve held so many different jobs in the past – from running my own childcare business to working as an executive assistant, a dental assistant, and a travel agent. The common thread among these varied roles is a sincere care for people, which I am grateful to bring to this role, too. 

When our firm, Compass Rose Private Investment Management, merged with Beck Bode in 2021, it was reassuring to discover that Beck Bode is committed to a similar client experience philosophy. We appreciate how professional, down-to-earth, and welcoming Beck Bode is, and enjoy working as a unified team.

Outside of work, I love spending time with my newly retired husband, our two golden retrievers, Maggie & Honey B, and our five grandchildren.