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Timothy M
Series 63, Series 65
Boston, MA
Equitycompass Investment Management, LLC
Timothy Mccann is a financial advisor with EquityCompass Investment Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Choice Financial Partners since 2008 and previously spent three years at Stifel. EquityCompass provides model portfolios, discretionary management, and investment commentary primarily to financial intermediaries, sponsor firms, and institutional clients, while also serving individual and trust accounts. The firm combines fundamental analysis with quantitative, rules-based models to create focused, generally equal-weighted strategies across multiple asset classes.
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