Philadelphia, PA
Marcel Pfister
Principal Wealth Advisor
Marcel Pfister is an experienced Wealth Advisor with over 12 years of experience in the financial services industry. Marcel specializes in helping entrepreneurs, executives, VC/PE investors and law firm partners navigate the complexities of preserving and growing their wealth. He is dedicated to crafting bespoke strategies, tailored to each client’s unique financial goals and tax situation. As a trusted advisor, Marcel focuses on providing comprehensive financial advice around investment management, equity compensation, trust & estate planning, tax optimization, and philanthropic guidance. Prior to joining Compound Planning, Marcel was a We...
Experience
Goldman Sachs
7 years
Silicon Valley Bank
3 years
Farther Financial
1 year
BlackRock
1 year
Qualifications
Drexel University
B.S. in Business Administration
Series 65
FINRA
Specialities
Investment management
Financial planning
Tax planning
Equity compensation
Estate planning
Exit planning
Asset allocation
event June 11, 2026
Managing Equity at a Growth Stage Company
The longer you stay at a growing private company, the more complex your equity picture gets. New grants layer on top of old ones, tender offers start appearing, and the question of whether to hold or take some money off the table gets harder to ignore. Most employees don't have a framework for any of it.
Join Jonny Jonson, Senior VP and Wealth Advisor, Tim Couture and Marcel Pfister, Principal Wealth Advisors at Compound, as they walk through how to think about your equity while your company is still private and scaling.
This is the second session in a three-part series on equity compensation at every stage of a company's lifecycle.
🗓️Date: Thursday, June 11
🕚Time: 11am PT / 2pm ET
What they'll cover:• How tender offers work and how to think about whether participating makes sense for your situation
• When it may make sense to hold your shares and when diversifying is the smarter move, including what to do with proceeds if you do take money off the table
• How concentration risk builds quietly over time and how to think about your equity alongside everything else you own
• Tax planning considerations and how to use debt efficiently as your balance sheet grows
• How to build the right personal financial team as your wealth gets more complex
• Register if you work at a growth stage company, have multiple layers of equity, and want a clearer picture of how to think about it.
Can't join live? Register to get the recording.
event May 28, 2026
What to Do With Your Stock Options
You received a stock option grant. Now you have questions. When should you exercise? What are the tax implications? What happens if you leave before the company goes public? For most employees, the gap between getting options and knowing what to do with them is wide — and the cost of getting it wrong can be significant.
Join Jonny Jonson, Senior VP and Wealth Advisor, and Marcel Pfister, Principal Wealth Advisors at Compound, as they walk through key decisions for option holders at private companies.
This is the first session in a three-part series on equity compensation at every stage of a company's lifecycle.
🗓️Date: Thursday, May 28
🕚Time: 11am PT / 2pm ET
What they'll cover:• The difference between ISOs and NSOs, and why it matters before there's any liquidity
• How the 83(b) election works, when to make it, and how it can reduce your tax burden down the road
• AMT: the surprise tax that can show up if you exercise ISOs without a plan
• How to think about exercising when a liquidity event is still years away, including what to review if you leave your company before it happens
• What QSBS is, who qualifies, and what founders and early employees often get wrong
• Register if you hold stock options at a private company and want to understand the decisions in front of you.
Can't join live? Register to get the recording.
newsroom 4 MIN
Compound Planning Opens 2026 With Key Executive Hires; Advisor Additions
After standout growth and platform expansion in 2025, Compound strengthens leadership and operational depth with key additions while sustaining advisor‑growth momentum NEW YORK — Compound Planning , a leading digital family office committed to reimagining wealth management for the next generation, today announced strategic hires to strengthen key operational areas, in addition to adding new advisors to support continued client growth after surpassing $4 billion in assets under management in 2025. The firm's latest additions include Akin Adekeye as General Counsel, who brings more than two decades of technology-focused legal expertise from companies like Microsoft, Wolters Kluwer and Quickbase. True to Compound’s dedication to offering the combined value of high-touch advisory services and modern technology, Adekeye brings a background in software engineering to the role, adding both technical fluency and a practical, business-forward approach. Jessica Faaborg has also joined the firm as Chief Compliance Officer, bringing deep investment-adviser regulatory expertise from compliance leadership roles at Facet and EQIS Capital Management. Known for her innovative approach to compliance, and embrace of AI, Jessica has a proven track record of developing robust, modern programs that align regulatory integrity with business growth. She has been an active member of the National Society of Compliance Professionals (NSCP) and the Investment Adviser Association (IAA), and has completed extensive IACCP coursework. Additionally, the firm has hired Martin Malloy to advance Compound's content strategy in support of advisor enablement and client education, previously having led efforts at fintechs, including Secfi, Wealth.com and Affirm. “Building the infrastructure of modern wealth management means hiring people who understand compliance and speed aren’t competing priorities, " said Alex Farman-Farmaian , Co-Founder and CEO of Compound. "Akin and Jessica bring deep regulatory experience, but they also know how to move at the pace our advisors and clients expect. Martin brings that same thinking to how we tell our story and enable our advisors. We're building a firm where technology enables our advisors to deliver proactive, comprehensive service across every part of a client's financial life. These hires give us the team to keep delivering on that vision as we grow." Beyond the leadership hires, Compound has maintained strong momentum across its advisor team. This builds on significant growth in 2025, when the firm crossed $4 billion in AUM and introduced Activity Monitor as the centerpiece of its AI-powered operating system, AdvisorHQ , providing advisors with real-time visibility into client portfolio activity and upcoming financial events. Compound welcomed four seasoned financial advisors in the second half of 2025 — Tony Golden , Wendy Jankowski , Tim Couture , and Scott Weigel — and kicked off 2026 with Marcel Pfister , Jack McCaddon , and Adam Coleman , bringing the total to seven. Collectively, these advisors managed approximately $795 million in client assets prior to joining Compound. “Each of these advisors bring deep expertise and a proven track record with clients navigating complex financial landscapes,” Farman-Farmaian said. “And they all joined Compound because they share our vision of what wealth management should be. Technology should enable advisors to be proactive, comprehensive partners across every part of a client’s financial life. That’s the momentum we’re carrying into 2026." With these additions, Compound Planning continues to attract advisors and clients who value comprehensive service powered by modern, AI-powered technology. The firm continues to provide the advisory technology necessary to efficiently deliver personalized advice at scale, across the high-net-worth and ultra-high-net-worth spectrum. About Compound Planning: Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives all in one place — from investments and taxes to estate planning and equity compensation. For financial advisors, Compound offers the freedom to run their own practice with the backing of a tech-enabled platform, peer community, and institutional support — delivering collaborative independence designed for long-term growth. Contact: Kevin Santo Water & Wall [email protected] Disclosure: Compound Planning is an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment, legal, or tax advice. Past performance and professional designations are no guarantee of future results. Assets Under Management (AUM) and advisor data are as of July 31, 2025. AI is used for operational efficiency, not for investment selection or advice. For more details, see our Form ADV at adviserinfo.sec.gov .
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