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Compound Planning

4 followers

‌

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

Industries

Software

Headquarters

San Francisco, United States

Employees

51-200

Links

Org chart

Christian Haigh
Chief Executive Officer

Christian Haigh

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Alex Farman-Farmaian
Managing Director, Co-Founder
Eric Flynn
EVP, Head of Wealth Management
Brad Porter
Director of Growth, Senior Wealth Advisor
Scott Ward
SVP, Wealth Advisor
Willem Bloemsma
SVP & Wealth Advisor
Jonny Jonson
SVP & Wealth Advisor
Kevin Mann
SVP, Senior Wealth Advisor
Matt Buenafe
SVP, Wealth Advisor
Kristen Smith
SVP & Wealth Advisor
David Pender
SVP, Wealth Advisor
Andy Park
SVP, Wealth Advisor
Scott D. Hedgcock
SVP & Senior Wealth Advisor
Lance Lehman
VP, Senior Wealth Advisor
Tim Hamilton
Managing Director & Senior Wealth Advisor
Shannon Lynch
Principal & Senior Wealth Advisor
Rachel Buffalo
Principal & Senior Wealth Advisor
Nate Bengali
Principal & Senior Wealth Advisor
Ian Wymore
Principal & Senior Wealth Advisor
Tyler Morris
Principal & Senior Wealth Advisor
Todd Rowe
Principal & Senior Wealth Advisor
Gabriel Garcia
Principal Wealth Advisor
Tara Shulman
Principal Wealth Advisor
Nicholas Garcia
Investment Committee Member
Kyle Rudduck
Principal Wealth Advisor
Beau Simon
Principal Wealth Advisor
Jakub Kubrak
SVP, Senior Wealth Advisor
Joseph Devorak IV
VP, Wealth Advisor
Mike O'Connor
VP, Wealth Advisor
Jesse Porter
VP & Private Wealth Advisor
Reed Nothwang
VP & Wealth Advisor
Joe Perna
VP & Senior Wealth Advisor
Alec Montoya
VP, Senior Wealth Advisor
Mark Patzer
VP & Senior Wealth Advisor
William LeBoeuf
MD & Senior Portfolio Manager
Robert Stella
Head of Marketing
Rasheed Hammouda
Head of Product
Kristin Carter
Head of Tax Advisory
Sanjay Sharma
Head of Customer Operations
Brent Myers
Head of Advisory Operations
AT
Allison Tully
Head, Trading
Patricia Reyes
Head of Human Resources
SF
Steve Fallat
Head of Engineering
Joey Silva
Head of Finance
Sam Whitmore
Head Of Business Operations
Whitney Pappas
Director, Senior Wealth Advisor
Greg Hayes
Director of Advisor Recruiting
Marco Miranda
Client Manager
Monty Joshi Cfa
Portfolio Manager
Nelson Arnous
Product Manager
Michael Hunter
Team Lead & Senior Wealth Advisor
Tracy Kinder
RIA Operations Lead
Brian Miller
IT Lead
Steven Ramina
Revenue Operations Associate
Raul Rodriguez
Senior Trader
Sarah Wan
Investment Operations
Aj Adams
Lead Designer
Christi Brown
Client Service Associate
EG
Elliot Gragen
Client Service Associate
Kelly Town
Client Services Associate
JM
Jared Mejstrik
Trading Associate
TM
Tara Means
Billing Specialist

Teams

+27

Client Advisory Team

30 members

+5

Engineering Team

8 members

+4

Operations Team

7 members

Leadership Team

2 members

Product Development Team

3 members

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