Compound manages your finances so you can focus on what you're truly passionate about.

Software

Compound Planning

Compound Planning's headquarters in San Francisco, CA, United States

The New York office focuses on providing comprehensive financial and advisory services to high-net-worth clients.

New York

Christian Haigh

Tammy Johns

Michelle Liang

Stephen Dean

Lyndsey Dillon

James Taylor

Senior Director - Investments

Matt Faubion

Steve Fallat

Scott D. Hedgcock

Wealth Management Billing Specialist

Reed Nothwang

Andy Park

Scott Ward

Kristen Smith

Mike O'Connor

Jonny Jonson

Willem Bloemsma

Alex Farman-Farmaian

Tim Hamilton

Robert Stella

Chloe Guinan

This department provides financial advice and wealth management services to clients, helping them to grow and manage their assets effectively.

Wealth Advisory

The Client Advisory Team at Compound Planning is dedicated to providing personalized financial guidance and strategy to help clients achieve their financial goals. Comprising experienced wealth advisors and operations leaders, the team focuses on building strong client relationships, delivering tailored investment solutions, and ensuring exceptional service throughout the financial planning process. Their collective expertise empowers clients to focus on their passions while maintaining financial confidence.

Client Advisory Team

This department focuses on providing financial planning and investment strategies to clients to manage their wealth effectively.

Wealth Management

This department focuses on the recruitment and support of advisors within the organization.

Advisor Services

This department handles inquiries and provides assistance to customers, ensuring a positive experience and addressing their needs.

Customer Support

This department oversees investment strategies and decisions to maximize financial returns.

Compound Planning

Org chart

Board & advisors

Teams

Wealth Advisory

Client Advisory Team

Wealth Management

Advisor Services

Customer Support

Investment Management

Offices

Compound Planning

Org chart

Board & advisors

Teams

Wealth Advisory

Client Advisory Team

Wealth Management

Advisor Services

Customer Support

Investment Management

Offices

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