With Latest Hires, Compound Grows Advisory & Leadership Teams; Expands Recruiting Capabilities

NEW YORK (BUSIN ESS WIRE) - Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced 9 key hires - four of which are financial advisors - and one internal appointment that will further bolster its leadership, recruiting, and advisory teams.

With the latest additions, Compound has continued its 2024 recruiting momentum. The firm added 30 total advisors last year, surpassing the 10 advisors who joined the firm in 2023, while doubling its AUM over the past year.

"We’re thrilled to continue expanding our team, as these strategic hires position our firm for sustained growth in 2025 and beyond,” said Alex Farman-Farmaian, Co-Founder and Managing Director of Compound Planning. “We’re humbled that Compound’s value proposition resonated so deeply within the advisor, and broader wealth management, communities over the past year.
While I’m proud of our firm’s recent success, I also know that we have a long runway for continued growth, and we will remain committed to offering advisors and high-net-worth clients the modern advisory solutions they deserve.”

More specifically, Compound added four advisors with over 50 years of cumulative wealth advisory experience to open 2025, while expanding its advisor recruitment team to accommodate the firm’s rapid success over the past year:

• Matt Faubion: A CFP® professional with over 12 years of wealth advisory experience, five of which were spent leading his own RIA, Faubion specializes in strategies tied to equity compensation, concentrated equity positions, and closely held businesses, such as stock option management, tax strategy, portfolio management, and estate and wealth protection.
• Jakub Kubrak: 15+ years of experience across wealth management, trading, asset & investment management, trust & estate planning, banking, and lending, with an emphasis on long-term financial planning for retirees, business owners, founders, and early employees, as well as family offices and institutions. Previously held positions at Texas Capital Bank, Fisher Investments, and JPMorgan.
• Dimitry Farberov: A 17-year CFA® and CFP® professional who most recently spent four years at Miracle Mile Advisors, Farberov leverages deep expertise in capital markets, technical analysis, and behavioral finance to craft customized solutions that optimize tax strategies, estate planning, and portfolio management for clients.
• Michael Hunter: An experienced advisor with prior stops at Motley Fool Wealth Management, Personal Capital, and Edward Jones, Hunter has spent more than a decade leading advisor teams and crafting customized client solutions. He has also spent time assisting active-duty military personnel transition back into civilian life from active war zones.
• Teddy Levitt: A financial services professional with 12+ years of wealth management experience, Teddy works with financial advisors to fully understand their practices and to ensure a seamless transition to Compound's revolutionary platform. Prior to joining Compound, Teddy served as institutional relationship manager at Causeway Capital Management, the first head of sales at Altruist, and worked directly with clients as an advisor at AllianceBernstein.
• Tiffany Tocco: Equipped with 10+ years of experience, Tiffany collaborates with next-generation advisors to overcome challenges, embrace strategic growth, and adapt to the evolving wealth management landscape by combining cutting-edge technology with a client-first approach.

Beyond the growth of the advisory team, the latest additions to Compound’s leadership team bring a diverse array of expertise and specialization, with backgrounds that complement the firm’s broader commitment to innovation across the wealth management industry:

• Allison Tully, Head of Trading: 20 years of experience managing and trading complex investment portfolios, with a focus on ultra-high net worth clients. Allison will leverage her background in both buy- and sell-side trading to support the firm's rapid AUM growth.
  
• Steve Fallat, Head of Engineering: With over 20 years of software development experience, Steve is a proven technical leader who has a passion for building strong technology teams. Spent nine years at Amazon and was the VP of Software Engineering at Fetch Rewards.
  
• Joey Silva, Head of Finance: A CPA professional who has held roles at Notable, Blend, and Palantir over the past 10 years before joining Compound. Joey excels at finding creative solutions to complex financial challenges.
  
• Nelson Arnous, Head of Product: With over eight years of experience in product, corporate strategy, and operations, Nelson initially joined Compound as a product manager, with a focus on investment and performance reporting, and will now oversee the firm’s full product suite. Nelson received his B.A. from Harvard University, and worked in management consulting at the Boston Consulting Group and in private equity, at the tech-focused firm Silver Lake Partners, prior to joining Compound.

With the latest additions, Compound Planning has reinforced its standing as a premier destination for advisors and clients who covet the value of boutique service and the advisory technology necessary to efficiently deliver personalized advice at scale.

About Compound Planning:

Compound Planning is a digital family office and tech-enabled RIA that manages $2.5 billion for high-net-worth entrepreneurs, professionals, families, and retirees. The firm is reimagining wealth management for successful next-generation advisors – offering modern technology and institutional support tailored to their practice and built for growth.

Compound Planning was ranked as one of America’s Top RIAs and 50 Fastest-Growing RIAs for 2024 by Financial Advisor Magazine, was a runner-up within Citywire’s 2024 50 Growers Across America and its team has been featured in publications such as Forbes, Citywire RIA, and InvestmentNews, among others.

For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com.

Contact:

Kevin Santo
Water & Wall
[email protected]

Disclosure: Atomi Financial Group, Inc. dba Compound Planning (“Compound Planning”) is an SEC-registered investment adviser based out of New York. The content of this material is general market commentary and/or is the personal opinion of the author or speaker which does not necessarily reflect the firm’s views or opinions. It is not legal, tax, or investment advice or any professional advice nor is it a solicitation to engage in a securities transaction. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Compound Planning is engaged, or continues to be engaged, to provide investment advisory services. Compound Planning’s total assets under management (AUM) and number of advisors referenced in this announcement are as of 10/23/2024.

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/.