Alex Farman-FarmaianCo-Founder and Chief 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 and a $7B+ valuation from Silver Lake.
Agenda Sessions
Portfolio Evolution 2035- Navigating Wealth Transfer, Alternative Allocations, and the Future of Risk Management
, 8:30amView Session
