Co-CEO and Co-Founder

Co-Founder

Compound Planning: Activity Monitor Launched For AI-Based Operating System For Financial Advisors

Compound Planning: $4 Billion In AUM Surpassed

Compound Planning Achieves 269% Growth, Crosses $4 Billion in AUM

Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions

General Counsel

Compound is a high-growth digital family office focused on personalized financial advisory and technology. They are seeking a strategic and hands-on General Counsel to guide their legal posture, manage risk, and support the company’s growth by providing actionable legal counsel across various matters.

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