Compound Planning Expands Team with New Financial Advisors

Compound Planning Achieves Significant Growth with New Advisory Team

Compound Planning, a distinguished digital family office dedicated to revolutionizing wealth management, has made headlines with the recent addition of 30 new advisors in a significant recruitment push. This expansion marks a notable increase compared to previous years, enhancing the firm's capabilities to offer tailored financial solutions.

Strategic Hires Bolster Leadership and Recruitment Teams

In its ongoing effort to redefine wealth services, Compound Planning has welcomed nine new hires, including four talented financial advisors. These strategic appointments are designed to strengthen the firm's leadership and recruitment initiatives, positioning it for continued success in the coming years.

Recruitment Milestones Achieved

With the new additions, Compound Planning's recruiting momentum remains robust. The firm has surged ahead by adding 30 advisors in the past year alone, a stark contrast to the 10 new advisors in the previous year. Moreover, the total assets under management (AUM) have doubled, signaling an impressive growth trajectory.

Voices from the Leadership

Alex Farman-Farmaian, Co-Founder and Managing Director of Compound Planning, expressed his excitement regarding the new hires. He said, "We’re thrilled to continue expanding our team, as these strategic hires position our firm for sustained growth in the upcoming years. Our value proposition resonates strongly in the advisor community, highlighting our commitment to provide modern solutions that cater to high-net-worth clients."

New Advisors Bring Diverse Experiences

The latest cohort of advisors includes seasoned professionals, each contributing extensive expertise to Compound Planning:

• Matt Faubion: With over 12 years of experience, Faubion specializes in equity compensation and portfolio management strategies.
• Jakub Kubrak: An expert with over 15 years in wealth management and estate planning, he has previously worked with notable financial institutions.
• Dimitry Farberov: A CFA and CFP professional, Farberov has 17 years in capital markets and offers custom solutions in tax strategies and estate planning.
• Michael Hunter: Hunter has a decade of experience leading advisor teams and crafting personalized financial strategies.

Leadership Team Enhancement

In tandem with the new advisors, Compound Planning has also elevated its leadership structure. The firm now boasts experts in trading, engineering, and finance to further accelerate its growth:

• Allison Tully, Head of Trading: Tully brings 20 years of experience managing portfolios for ultra-high-net-worth clients, enhancing the firm’s AUM growth.
• Steve Fallat, Head of Engineering: A seasoned software development leader with over 20 years in the industry, focused on building technology teams.
• Joey Silva, Head of Finance: With a CPA designation and extensive experience in financial management, Silva navigates complex challenges with ease.
• Nelson Arnous, Head of Product: Arnoues, with an impressive background in corporate strategy and product management, is set to innovate the firm’s offerings.

Commitment to Innovation

With these significant hires, Compound Planning continues to reinforce its position as a premier choice for advisers seeking exemplary service and cutting-edge advisory technology. The firm's focus on personalized financial advice combines boutique service with scalable solutions that meet the demands of modern clients.

About Compound Planning

Compound Planning is a tech-enabled RIA managing $2.5 billion for high-net-worth clients, including entrepreneurs, families, and retirees. Committed to transforming wealth management, the firm provides innovative technology and support tailored to the needs of tomorrow's advisors.

Frequently Asked Questions

What is Compound Planning known for?

Compound Planning is recognized for its digital family office services and commitment to innovative wealth management solutions for high-net-worth clients.

How many advisors has Compound Planning added recently?

Compound Planning added 30 advisors in 2024, significantly increasing its advising capabilities compared to previous years.

What types of expertise do the new hires bring?

The new advisors come with extensive backgrounds in areas such as financial planning, capital markets, and portfolio management, adding to the firm's diverse skillset.

What is the firm's total assets under management?

As of recent updates, Compound Planning manages approximately $2.5 billion in assets for its clients.

How does Compound Planning support its advisors?

Compound Planning offers modern technology and institutional support designed to enhance the practices of next-generation advisors.

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