Blair C. Shein is the President and Chief Executive Officer of Compass Financial Group, Inc., a boutique wealth management firm serving high-net-worth individuals and multi-generational families. A Chartered Financial Analyst^® (CFA^®) and Certified Financial Planner™ (CFP^®) professional, Blair brings a combination of analytical rigor, fiduciary stewardship, and behavioral insight to every client relationship.

Blair has been recognized in the Forbes Best-in-State Wealth Advisors rankings for 2018–2020 and 2022–2024. His work has been published in The Journal of Investment Consulting, Estate Planning Review, and The CFA Digest. He authored the chapter “Behavioral Finance” in the Investment Planning Answer Book (CCH, Inc.) and has been featured in the Journal of Indexes, Exchange-Traded Funds Report, and the Sun-Sentinel.

Blair serves as an instructor for Florida Atlantic University’s CFA^® Review Program and has taught Investment Management courses at FAU. He has also taught CFP^® Certification programs at Barry University and Florida Gulf Coast University, and has guest lectured at Nova Southeastern University on investments, estate planning, and wealth management.

Blair has been a guest speaker at the Inside ETF Conference, the U.S. World Series of Exchange-Traded Funds, the Financial Planning Association of Greater Fort Lauderdale, the American Association of Individual Investors, the Greater Fort Lauderdale Tax Council, the Broward Student Conference, the National Academy Foundation of Broward County Student Summit, and others.

He has held leadership roles including President and Chairman of the Financial Planning Association (FPA) of Broward County and President of the Greater Fort Lauderdale Tax Council, and has served on advisory committees and boards, including the Saint Andrew’s School Investment Committee.

He is a member of the CFA Society of South Florida, the Estate Planning Council of Broward County, and the Greater Fort Lauderdale Tax Council.

Blair’s approach at Compass reflects the boutique nature of the firm: serving a focused number of families allows for deeply personalized strategies, direct access to senior leadership, and long-term alignment with clients’ financial and life goals. Beyond his professional work, he is actively engaged in the community, working with youth and volunteering in various civic initiatives. 

Jay Shein is Founder Emeritus and Consultant of Compass Financial Group, Inc., bringing decades of leadership and expertise to the firm. He holds the Certified Financial Planner™ (CFP^®), Certified Investment Management Analyst® (CIMA^®), and Certified Investment Strategist^℠ (CIS^℠) designations.

Over his career, Jay led investment strategy at Compass and authored multiple editions of Asset Allocation and Portfolio Structure (CCH, Inc., 2009–2026). He has contributed to professional journals including The Journal of Investment Consulting, The Journal of Financial Planning, Investments & Wealth Monitor, The CFA Digest, and Estate Planning Review–The Journal.

Jay has served in numerous leadership roles within the profession, including Co-Editor-in-Chief of The Journal of Investment Consulting, Chairman of the IMCA® Certification Commission, Chairman of the Council on Examinations (formerly known as the Board of Examiners) for the Certified Financial Planner Board of Standards, and President and Chairman of the Financial Planning Association of Broward County. He has also contributed to the boards of the FAU Foundation and John Knox Village Foundation.

He is a member of the Investments & Wealth Institute^® (formerly IMCA), the Estate Planning Council of Broward County, and the Greater Fort Lauderdale Tax Council.

An experienced educator and speaker, Jay’s decades of experience in investment strategy, portfolio management, and financial planning continue to inform the work of Compass Financial Group’s advisors and clients.