Blair Shein

Biography

Blair C. Shein is a Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is the Vice President of Compass Financial Group, Inc. Blair is a senior member of the Compass Financial Group, Inc. investment committee and is responsible for overseeing the firm’s trading activities. Blair is also part of the financial planning team and advises clients on their wealth management and financial planning needs.

Blair has been an instructor for Barry University’s CERTIFIED FINANCIAL PLANNER™ Certification Education Program, a Certified Financial Planner Board of Standards registered program. He has also been an instructor for Florida Gulf Coast University College of Business – Center for Leadership and Innovation, for the CERTIFIED FINANCIAL PLANNER™ Certification Education Program, a Certified Financial Planner Board of Standards registered program. He has guest lectured on investments at Nova
Southeastern University School of Business and Entrepreneurship and Florida Gulf Coast University.

Blair has been published in The Journal of Investment Consulting and the CFA Digest. Blair authored the chapter “Behavioral Finance” for the 2010 edition of the Investment Planning Answer Book published by CCH, Inc. He has also been featured in the Journal of Indexes and in the Sun-Sentinel newspaper.

Blair has been a guest speaker at the Inside ETF Conference, the U.S. World Series of Exchange Traded Funds, the Broward Student Conference, the National Academy Foundation of Broward County Student Summit and for Pensco Trust Company.

Blair has served as the President and Chairman of the Financial Planning Association (FPA) of Broward County and is currently serving on the organization’s Board of Directors. Blair has also served as the President of the Greater Fort Lauderdale Tax Council and continues to serve on the organization’s Advisory Committee.

Blair is a Magna Cum Laude graduate of Campbell University in North Carolina where he completed his Bachelors of Business Administration (B.B.A.) degree in Trust Management. He received his Masters in Business Administration (MBA) from the Lundy-Fetterman School of Business of Campbell University. Blair completed the Oxford Global Investment Risk Management Programme at the Saïd Business School of the University of Oxford in England. Blair is also a member of the Oxford Business Alumni.

Blair has been a resident of South Florida since 1979 and resides in Lighthouse Point, Florida.