Rob Stella

Head of Marketing at Compound

Speaker

Rob Stella is a CFP® professional turned marketing leader with more than 15 years of experience across the financial services industry. As Head of Marketing at Compound Planning, he leads the firm's brand, content, and marketing strategy focused on attracting advisors and engaging current and prospective clients.

Rob's expertise sits at the intersection of marketing, technology, and wealth management, with a particular focus on storytelling, advisor personal brands, and how emerging technologies like AI are changing the way financial firms build authority, earn visibility, and reach their audiences.

Prior to joining Compound Planning, Rob worked across the wealth management ecosystem, including RIAs, broker-dealers, asset managers, and financial technology companies.

Outside of work, Rob enjoys golfing, snowboarding, playing hockey, and spending time outdoors. He lives on the South Shore of Massachusetts with his wife and two young children.