Greensboro, NC – July 2016 – Compass Financial Partners, a leading institutional retirement plan consulting and private wealth management firm, announced today that it has hired Chas Mansfield as their Chief Investment Officer based in Charlotte and Cindy Patterson as their Director of Financial Wellness based in Greensboro.
With 26 years of expertise in investment banking, risk management, portfolio management, investment and retirement consulting, Chas will have leadership and oversight responsibilities for all investment policies and recommendations for Compass Financial Partners. Chas previously served as a Principal with Mercer, the consulting division of Marsh McClennan Companies. A graduate from the Massachusetts Institute of Technology (MIT) with a Bachelor’s degree in Management Science and MBA from Wake Forest University’s School of Business, Chas serves part-time as an Adjunct Professor at Wake Forest University.
Cindy will focus on the development and delivery of strategic participant education and communication programming for Compass Financial Partners. A 20-year veteran of the financial services industry specializing in participant education and advice, Cindy started her career as a plan sponsor responsible for the administration of two defined contribution plans with over $240 million in assets and 3,000 participants. Cindy went on to lead a team of retirement counselors across the southeastern United States for Prudential Retirement.
About Compass Financial Partners
Compass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the United States. From recordkeeper search and selection and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is based in Greensboro, N.C. For more information, visit www.CompassFP.com. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC