JAMES W O'DONOGHUE
Sheet Metal in Boston, MA

President at Compass Rose Private Investment Management

Financial Services

Compass Rose Private Investment Management since 2011 - President Wells Fargo Advisors, LLC 2003 - 2011 - First Vice President - Investments Salomon Smith Barney 1998 - 2003 - Second Vice President Massachusetts Water Resources Authority 1994 - 1998 - Director, Planning and Coordination Massachusetts Water Resources Authority 1985 - 1994 - Capital Planning and Budget Manager Boston University 1979 - 1981 - Director, Budget and Fiscal Planning Boston University 1977 - 1979 - Assistant to the Vice President for Administration

New York University 1991
Ph.D., Economics and Finance New York University 1986
Master, Public Administration Boston University 1981
Master, City Planning University of Massachusetts, Amherst 1976
Bachelor of Arts, Government and Policy Analysis

Wells Fargo Advisors' Premier Advisors Program - 2011, 2012, & 2013 Five Star Professional Wealth Manager - 2012 The Premier Advisors Designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and reflects a high level of professional achievement based on many factors including production. 2012 Survey conducted by Five Star Professional, an independent third-party research firm, who received 743 nominations among all wealth managers in the New Hampshire area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. Jim O’Donoghue was named 2012 Five Star Wealth Manager which represents less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager's future performance. For more information: www.fivestarprofessional.com/2012/research.php.