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Compound Planning Expands Leadership Team to Empower Next Generation Advisors

FOR IMMEDIATE RELEASE NEW YORK – Compound Planning, a leading digital family office committed to reimagining wealth management for next generation advisors, today announced the addition of three seasoned executives to its leadership team. Eric Flynn, CPA, CFA , has been hired as EVP, Head of Wealth Management. Marc Primiani, JD, LL.M. has been brought on as General Counsel. Brent Myers joins the firm as Head of Advisory Operations. These strategic hires come as Compound Planning celebrates significant milestones, including surpassing $2 billion in assets under management (AUM) and expanding its team to over 30 financial advisors. The firm’s rapid growth and innovative approach have also garnered industry recognition. Financial Advisor Magazine recently ranked Compound Planning as one of America’s Top RIAs and placed the firm at #2 on its list of the 50 Fastest Growing RIAs for 2024 . This recognition underscores Compound Planning’s commitment to providing cutting-edge, client-centric wealth management solutions. “Eric, Marc, and Brent bring invaluable experience and strategic insight to Compound Planning at a critical time in our growth journey,” said Christian Haigh , Co-founder and CEO of Compound Planning. “Their expertise and leadership further validates the value that our AI and tech-enabled platform brings to advisors and their clients. We are thrilled to have them onboard as we continue to build the operating system for 21st-century wealth management. The market is voting with its feet.” Eric Flynn has over 23 years of wealth management experience. He was previously Director of Alliance Management at Wipfli, focusing on strategy, execution, and personnel alignment within wealth management. Before that, he served as a Principal and Senior Financial Advisor at Wipfli Financial Advisors, advising high-net-worth clients and providing family office services. At Compound Planning, Eric will lead the Wealth Management business, executing strategic vision, overseeing the advisory team, and enhancing service offerings to ensure an exceptional client experience. Marc Primiani , an experienced attorney and wealth management founder, has joined Compound Planning as General Counsel. Prior to Compound Planning, he co-founded Aspiriant, a ~$15B AUM advisory firm, and holds an LL.M. in tax from NYU. With over 20 years of experience at Aspiriant, Marc will guide Compound Planning's legal strategy, leveraging his expertise to support the company's growth and success in wealth management. In addition, Compound Planning has expanded its operations and client services to support its rapid growth. Brent Myers , with over 20 years of experience, has joined as Head of Advisory Operations. His background includes leadership roles at J.P. Morgan Asset Management and Goldman Sachs. At Compound Planning, Brent leads a team of eight Client Service Associates, six of whom were hired this year, to ensure a seamless experience for clients and advisors as the firm scales. “It is clear to me that Christian and Alex are building something special and I had to be a part of it,” said Eric Flynn about joining Compound Planning. “When I first met the team, two things stood out to me: (1) the quality of the technology and how much it could have helped me during my family office days; and (2) the quality of the advisors and how much value they deliver to their clients.” Compound Planning’s vision of revolutionizing the wealth management industry is rooted in its commitment to next-generation advisors. By equipping advisors with cutting-edge technology and creating an ecosystem that prioritizes client satisfaction, the firm is leading the charge in transforming how wealth management services are delivered. The addition of Eric Flynn, Marc Primiani, and Brent Myers to the leadership team is a testament to Compound Planning’s dedication to building a firm that is truly aligned with the needs of advisors in the modern era. If you'd like to learn more, Compound Planning is hosting a virtual Town Hall featuring Eric Flynn and Marc Primiani on Thursday, September 26th at 2pm ET. About Compound Planning Compound Planning is a digital family office that manages more than $2 billion for high-net-worth entrepreneurs, professionals, families, and retirees. The firm is reimagining wealth management for next generation advisors – tailored to their practice and built for growth. Recently, the firm was ranked by Financial Advisor Magazine as one of America’s Top RIAs and #2 on their list of the 50 Fastest Growing RIAs for 2024. For more information, please visit compoundplanning.com or contact: Media Contact: Rob Stella, CFP® (617) 675-2311 [email protected] Disclaimers Fastest Growing RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s 50 Fastest Growing RIAs for 2024 . This third-party ranking was given on 7/12/2024 and was based on data from 12/31/2022 through 12/31/2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. To be eligible, firms must have an AUM exceeding $500 million. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on data obtained by Financial Advisor Magazine from participating registered investment adviser (RIA) firms through an online survey which compared the firms’ year-end assets under management (AUM) to the previous year-end AUM. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at https://adviserinfo.sec.gov/ . America’s Top RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s 2024 America’s Top RIAs . This third-party ranking was given on 7/12/2024 and was based on data as of December 31, 2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. For the print edition of Financial Advisor Magazine’s 2024 RIA survey, the ranking includes firms with AUM exceeding $1 billion as of December 31, 2023. However, firms with under $1 billion in AUM are included in the expanded online RIA survey. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on the assets under management (AUM) of participating registered investment adviser (RIA) firms that were derived from data obtained by Financial Advisor Magazine through an online survey. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at https://adviserinfo.sec.gov/ .

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