Alex Farman-FarmaianChief Executive Officer at Compound PlanningSpeaker
Profile
Alex is the Co-Founder and Chief Executive Officer of Compound Planning, a digital family office and tech-enabled RIA managing more than $5 billion for high-net-worth founders, early employees, executives, professionals, and families. He is responsible for growing the firm to 50+ advisors and over $5 billion in AUM since 2022.
Previously, Alex was the 20th employee at Carta, where he built numerous sales teams across the country as Carta scaled to 1,000 employees.
Agenda Sessions
Family Office Services: Expanding Opportunities While Maintaining Excellence
, 1:00pmView Session
