Name: Thomas St. Jean
Title: Managing Director
Company: Compass Exchange Advisors, a subsidiary of Rockland Trust
Location: 50 Resnik Rd., Plymouth, MA 02360
Birthplace and year: Nashua, N.H., 1968
Family: Wife, Mary Pat; children: Katie, Meaghan, Andrew, Molly
College: Providence College, BA, Business Economics
First job outside of 1031: Finance analyst for a real estate group at Chase Manhattan Bank
First job in 1031: Vice president of advisory services at APEX Property Exchange
What do you do now and what are you planning for the future? Co-founded Compass Exchange Advisors in 2004, sold to Rockland Trust in 2007. Continue to grow the 1031 qualified intermediary business for the bank. Focusing on providing outstanding service and security of exchange funds to institutional and individual real estate investors.
Favorite book: "The Greatest Salesman in the World" by Augustine Mandino
Favorite movie: "It's a Wonderful Life"
Key to success: Go the extra mile.
If you had to choose another vocation what would it be? H.S. basketball coach
Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.