Compound Planning Expands Leadership And Advisor Ranks After Surpassing $4 Billion In AUM

By Amit Chowdhry ● Today at 8:29 AM

Compound Planning, a digital family office and tech-enabled registered investment adviser, announced a series of executive hires and advisor additions as it builds on strong growth momentum following a standout 2025 in which the firm surpassed $4 billion in assets under management.

The firm appointed Akin Adekeye as General Counsel, bringing more than two decades of technology-focused legal experience from companies including Microsoft, Wolters Kluwer and Quickbase. Adekeye also has a background in software engineering, aligning with Compound’s strategy of combining high-touch advisory services with modern technology infrastructure.

Jessica Faaborg joined as Chief Compliance Officer, adding investment adviser regulatory expertise developed in compliance leadership roles at Facet and EQIS Capital Management. Faaborg has been active with the National Society of Compliance Professionals and the Investment Adviser Association, and has completed extensive IACCP coursework. The firm said her approach emphasizes aligning regulatory integrity with business growth, including the use of AI-driven tools.

Compound also hired Martin Malloy to lead content strategy efforts supporting advisor enablement and client education. Malloy previously held leadership roles at fintech companies 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.”

In addition to leadership hires, the firm continued expanding its advisor roster. In the second half of 2025, Compound welcomed Tony Golden, Wendy Jankoski, Tim Couture and Scott Weigel. The firm began 2026 by adding Marcel Pfister, Jack McCaddon and Adam Coleman, bringing seven new advisors onboard across the two periods. Collectively, the advisors managed approximately $795 million in client assets prior to joining the firm.

The advisor growth follows a year in which Compound introduced Activity Monitor as the centerpiece of its AI-powered operating system, AdvisorHQ, giving advisors real-time visibility into portfolio activity and upcoming financial events.

“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.”

Compound Planning serves high-net-worth and ultra-high-net-worth founders, early employees, executives and families, combining investment management, tax planning, estate planning and equity compensation services within a single technology-enabled platform. The firm said it continues to invest in infrastructure designed to help advisors deliver personalized advice at scale while maintaining operational efficiency.

 

Exit mobile version