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$4B Compound Planning Elevates Co-CEO as Sole Chief Executive
Yahoo Finance· 2025-10-27 10:00
Core Insights - Compound Planning has appointed Alex Farman-Farmaian as its sole CEO, transitioning from co-CEO, while Christian Haigh moves to executive chairman and president [1][2][3] - Farman-Farmaian emphasizes the importance of building infrastructure and culture to sustain success and enhance client service [4] - The firm has added 17 advisors across 10 states since January, gaining 640 new clients and managing over $4 billion in assets [4] Company Structure and Leadership - Alex Farman-Farmaian has taken on the role of sole CEO after serving as co-CEO since March, indicating a natural progression in leadership [2][3] - Christian Haigh will focus on high-level strategic oversight while Farman-Farmaian manages day-to-day operations [3] Growth and Recruitment - Compound Planning has expanded its team by hiring 17 new advisors, resulting in a total of over 100 employees, including more than 50 advisors [4] - The firm has successfully onboarded 640 new clients, reflecting its growth strategy [4] Technology and Operations - Compound's technology stack includes in-house developed components for onboarding and account opening, alongside third-party API connections for reporting and reconciliation [5] - The firm launched Activity Monitor, an AI-powered operating system for advisors, to streamline operations and automate administrative tasks [6]