Compound Planning welcomes 6 new advisors

Grand Rapids, MI

Joshua Atwell

Sales / Growth

Josh Atwell brings over two years of sales experience to the growth team at Compound Planning. At Compound Planning, Josh executes on sales and growth strategies, leveraging his data-driven approach to facilitate the firm’s growth in AUM (Assets Under Management). While obtaining his B.A. in Economics from Kalamazoo College, Josh worked in roles as a sales engineer and also had the opportunity to pioneer go-to-market strategies for a data startup as their first sales person. He also served as an early team member at Alterantiv, which has since evolved into Compound Planning. Josh currently lives in Grand Rapids, Michigan. When he’s not working, he enjoys spending time with family and friends.

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