Mr Mohan Gurupackiam

Chief Information Officer at Steward Partners

Speaker

Mohan Gurupackiam is Chief Information Officer at Steward Partners, where he leads the firm’s strategy for technology, data, cybersecurity, applications, and artificial intelligence. With more than 25 years of experience in financial services technology, Mohan has held senior leadership roles at E*TRADE, Cetera Financial Group and AssetMark, helping organizations modernize technology platforms, strengthen data capabilities and scale their businesses.

At Steward Partners, Mohan focuses on building an advisor-centric, AI-first technology ecosystem to support the firm’s continued growth. His work includes advancing enterprise data and technology infrastructure, integrating fintech capabilities, and developing an AI strategy that includes Microsoft Copilot and AI agents across the organization.

Mohan brings deep technology expertise and wealth management experience, with a particular focus on how AI, data, automation, and modern digital platforms can improve the advisor experience and reshape how wealth management firms operate and scale.