Meet your personal finance department
Our team of experienced professionals across investments, operations, technology and client services are passionate about providing the best possible service to our advisors and clients.
Who are we
Compound's team of CFA®s, CFP®s, CPAs, and JDs are united on a singular mission to create a client-centric approach that doesn't exist anywhere else.
Alex Farman-Farmaian
Co-Founder & CEO
New York, NY
10+ years experience
Christian Haigh
Co-Founder
San Francisco, CA
9+ years experience
Steve Dean
Chief Investment Officer
San Francisco, CA
30+ years experience
Sheila Ryan
Executive Vice President, Head of Wealth Management
Sarasota, FL
20+ years experience
Tim Hamilton
Managing Director & Senior Wealth Advisor
New York, NY
15+ years experience
Akin Adekeye
General Counsel
Bowie, MD
Robert Stella
Head of Marketing
Boston, MA
16+ years experience
Ryan Vas Dias
Director of Tax
Kirkland, WA
11+ years experience
Steve Fallat
Head of Engineering
Madison, WI
Lyndsey Dillon
Head of People Operations
Hood River, OR
Matt Barley
Director of Advisor Growth and Recruiting
Centennial, CO
Aaron Foster
VP & Wealth Advisor
Fort Collins, CO
13+ years experience
Aaron Schomer
Principal & Senior Wealth Advisor
Des Moines, IA
24+ years experience
Adam Coleman
Principal, Senior Wealth Advisor
Raleigh, NC
7+ years experience
Alex Ricke
Wealth Advisor
Des Moines, IA
5+ years experience
Alex Snyder
Wealth Management Associate
Des Moines, IA
Amanda Kelderman
Wealth Management Operations Manager
Sacramento, CA
Andy Park
SVP, Wealth Advisor
Chicago, IL
11+ years experience
Antoine Piron
Principal Wealth Advisor
San Francisco, CA
25+ years experience
Beau Simon
Principal Wealth Advisor
Royal Oak, MI
10+ years experience
Betsy Martin
Office Manager
Des Moines, IA
Charlotte Jones
Principal & Senior Wealth Advisor
San Diego, CA
5+ years experience
Cindy Judas
Senior Wealth Management Associate
Des Moines, IA
Cole Schmitt
Trader
Rochester, NY
David Pender
SVP, Wealth Advisor
SF Bay Area, CA
7+ years experience
Dimitry Farberov
Principal and Senior Wealth Advisor
Los Angeles, CA
19+ years experience
Dylan Portelli
Lead Product Manager
New York, NY
Elinoa Witkin
Wealth Management Associate
Los Angeles, CA
Gabriel Garcia
Principal Wealth Advisor
San Francisco, CA
14+ years experience
Hali London
Senior Wealth Advisor
Bethesda, Maryland
30+ years experience
Ian Wymore
Principal & Senior Wealth Advisor
Boulder, CO
14+ years experience
Isaac Franks
Wealth Management Associate
Des Moines, IA
Jack McCaddon
Principal, Senior Wealth Advisor
Littleton, CO
12+ years experience
Jake Oney
Senior Software Engineer
Madison, WI
James Taylor
SVP & Wealth Advisor
Phoenix, AZ
20+ years experience
Jan Shull
Wealth Advisor
Des Moines, IA
15+ years experience
Jared Mejstrik
Lead Trader
Omaha, NE
7+ years experience
Jesse Porter
Vice President & Private Wealth Advisor
Newport Beach, CA
10+ years experience
Joleen Scheer
Principal & Senior Wealth Advisor
Des Moines, IA
14+ years experience
Jonny Jonson
Senior VP & Wealth Advisor
Bellingham, WA
12+ years experience
Joseph Devorak IV
VP, Wealth Advisor
Berthoud, CO
10+ years experience
Kaitlin Jones
Principal & Senior Wealth Advisor
Moscow, ID
13+ years experience
Kelly Town
Wealth Management Associate
Traverse City, MI
Kevin Lors
Principal & Senior Wealth Advisor
Des Moines, IA
23+ years experience
Kevin Mann
SVP, Senior Wealth Advisor
Denver, CO
17+ years experience
Kristen Smith
SVP, Wealth Advisor
Austin, TX
10+ years experience
Lee Levitas
Director of Growth
Denver, CO
15+ years experience
Lindsey O'Neil
Principal & Senior Wealth Advisor
Des Moines, IA
24+ years experience
Marcel Pfister
Principal Wealth Advisor
Philadelphia, PA
12+ years experience
Marco Miranda
Client Manager
Cleveland, OH
4+ years experience
Marcos Sebastià
Software Engineer
Valencia, Spain
Mark Mooring
Principal & Senior Wealth Advisor
Knoxville, TN
6+ years experience
Mark Patzer
Senior Wealth Advisor
San Francisco, CA
10+ years experience
Matt Faubion
VP, Wealth Advisor
Reno, NV
12+ years experience
Matt Gwizdz
Senior Associate Advisor
New York, NY
4+ years experience
Matt Queck
Wealth Management Associate
Des Moines, IA
Mike O'Connor
VP, Wealth Advisor
Oakland, CA
21+ years experience
Nate Bengali
Principal & Senior Wealth Advisor
Denver, CO
18+ years experience
Nicholas Garcia
Principal Wealth Advisor
Oakland, CA
16+ years experience
Patrick Scherer
SVP & Wealth Advisor
Pittsburgh, PA
10+ years experience
Rachel Buffalo
Principal & Senior Wealth Advisor
Orlando, FL
11+ years experience
Reed Nothwang
VP, Wealth Advisor
San Francisco, CA
10+ years experience
Scott D. Hedgcock
SVP, Senior Wealth Advisor
Bellevue, WA
18+ years experience
Scott Ward
SVP, Wealth Advisor
Birmingham, AL
24+ years experience
Scott Weigel
VP, Wealth Advisor
Boca Raton, FL
8+ years experience
Shannon Lynch
Principal & Senior Wealth Advisor
Boulder, CO
12+ years experience
Tammy Johns
Wealth Management Operations Manager
Orem, UT
7+ years experience
Tara Heredia
Client Manager
San Mateo, CA
13+ years experience
Tara Shulman
Principal Wealth Advisor
New York, NY
13+ years experience
Tenniel Tuason
Marketing Analyst
Iloilo, Philippines
Tim Couture
Principal Wealth Advisor
Boston, MA
16+ years experience
Tim Maguire
Wealth Management Associate
Chicago, IL
Todd Rowe
Principal & Senior Wealth Advisor
Charlotte, NC
17+ years experience
Tony Golden
SVP, Wealth Advisor
New York, NY
25+ years experience
Tracy Kinder
Wealth Management Operations Manager
Lithia, FL
Tyler Coder
Wealth Advisor
Des Moines, IA
10+ years experience
Wendy Jankoski
Principal, Senior Wealth Advisor & Portfolio Manager
Sarasota, FL
30+ years experience
Wiley Belknap
VP, Wealth Advisor
Pittsburgh, PA
7+ years experience
Willem Bloemsma
Senior VP & Wealth Advisor
Denver, CO
10+ years experience
William (Bill) LeBoeuf
Managing Director, Senior Portfolio Manager
Dayton, OH
31+ years experience
Alex Farman-Farmaian
Co-Founder & CEO
New York, NY
10+ years experience
Christian Haigh
Co-Founder
San Francisco, CA
9+ years experience
Steve Dean
Chief Investment Officer
San Francisco, CA
30+ years experience
Sheila Ryan
Executive Vice President, Head of Wealth Management
Sarasota, FL
20+ years experience
Tim Hamilton
Managing Director & Senior Wealth Advisor
New York, NY
15+ years experience
Akin Adekeye
General Counsel
Bowie, MD
Robert Stella
Head of Marketing
Boston, MA
16+ years experience
Ryan Vas Dias
Director of Tax
Kirkland, WA
11+ years experience
Steve Fallat
Head of Engineering
Madison, WI
Lyndsey Dillon
Head of People Operations
Hood River, OR
Matt Barley
Director of Advisor Growth and Recruiting
Centennial, CO
Aaron Foster
VP & Wealth Advisor
Fort Collins, CO
13+ years experience
Aaron Schomer
Principal & Senior Wealth Advisor
Des Moines, IA
24+ years experience
Adam Coleman
Principal, Senior Wealth Advisor
Raleigh, NC
7+ years experience
Alex Ricke
Wealth Advisor
Des Moines, IA
5+ years experience
Alex Snyder
Wealth Management Associate
Des Moines, IA
Amanda Kelderman
Wealth Management Operations Manager
Sacramento, CA
Andy Park
SVP, Wealth Advisor
Chicago, IL
11+ years experience
Antoine Piron
Principal Wealth Advisor
San Francisco, CA
25+ years experience
Beau Simon
Principal Wealth Advisor
Royal Oak, MI
10+ years experience
Betsy Martin
Office Manager
Des Moines, IA
Charlotte Jones
Principal & Senior Wealth Advisor
San Diego, CA
5+ years experience
Cindy Judas
Senior Wealth Management Associate
Des Moines, IA
Cole Schmitt
Trader
Rochester, NY
David Pender
SVP, Wealth Advisor
SF Bay Area, CA
7+ years experience
Dimitry Farberov
Principal and Senior Wealth Advisor
Los Angeles, CA
19+ years experience
Dylan Portelli
Lead Product Manager
New York, NY
Elinoa Witkin
Wealth Management Associate
Los Angeles, CA
Gabriel Garcia
Principal Wealth Advisor
San Francisco, CA
14+ years experience
Hali London
Senior Wealth Advisor
Bethesda, Maryland
30+ years experience
Ian Wymore
Principal & Senior Wealth Advisor
Boulder, CO
14+ years experience
Isaac Franks
Wealth Management Associate
Des Moines, IA
Jack McCaddon
Principal, Senior Wealth Advisor
Littleton, CO
12+ years experience
Jake Oney
Senior Software Engineer
Madison, WI
James Taylor
SVP & Wealth Advisor
Phoenix, AZ
20+ years experience
Jan Shull
Wealth Advisor
Des Moines, IA
15+ years experience
Jared Mejstrik
Lead Trader
Omaha, NE
7+ years experience
Jesse Porter
Vice President & Private Wealth Advisor
Newport Beach, CA
10+ years experience
Joleen Scheer
Principal & Senior Wealth Advisor
Des Moines, IA
14+ years experience
Jonny Jonson
Senior VP & Wealth Advisor
Bellingham, WA
12+ years experience
Joseph Devorak IV
VP, Wealth Advisor
Berthoud, CO
10+ years experience
Kaitlin Jones
Principal & Senior Wealth Advisor
Moscow, ID
13+ years experience
Kelly Town
Wealth Management Associate
Traverse City, MI
Kevin Lors
Principal & Senior Wealth Advisor
Des Moines, IA
23+ years experience
Kevin Mann
SVP, Senior Wealth Advisor
Denver, CO
17+ years experience
Kristen Smith
SVP, Wealth Advisor
Austin, TX
10+ years experience
Lee Levitas
Director of Growth
Denver, CO
15+ years experience
Lindsey O'Neil
Principal & Senior Wealth Advisor
Des Moines, IA
24+ years experience
Marcel Pfister
Principal Wealth Advisor
Philadelphia, PA
12+ years experience
Marco Miranda
Client Manager
Cleveland, OH
4+ years experience
Marcos Sebastià
Software Engineer
Valencia, Spain
Mark Mooring
Principal & Senior Wealth Advisor
Knoxville, TN
6+ years experience
Mark Patzer
Senior Wealth Advisor
San Francisco, CA
10+ years experience
Matt Faubion
VP, Wealth Advisor
Reno, NV
12+ years experience
Matt Gwizdz
Senior Associate Advisor
New York, NY
4+ years experience
Matt Queck
Wealth Management Associate
Des Moines, IA
Mike O'Connor
VP, Wealth Advisor
Oakland, CA
21+ years experience
Nate Bengali
Principal & Senior Wealth Advisor
Denver, CO
18+ years experience
Nicholas Garcia
Principal Wealth Advisor
Oakland, CA
16+ years experience
Patrick Scherer
SVP & Wealth Advisor
Pittsburgh, PA
10+ years experience
Rachel Buffalo
Principal & Senior Wealth Advisor
Orlando, FL
11+ years experience
Reed Nothwang
VP, Wealth Advisor
San Francisco, CA
10+ years experience
Scott D. Hedgcock
SVP, Senior Wealth Advisor
Bellevue, WA
18+ years experience
Scott Ward
SVP, Wealth Advisor
Birmingham, AL
24+ years experience
Scott Weigel
VP, Wealth Advisor
Boca Raton, FL
8+ years experience
Shannon Lynch
Principal & Senior Wealth Advisor
Boulder, CO
12+ years experience
Tammy Johns
Wealth Management Operations Manager
Orem, UT
7+ years experience
Tara Heredia
Client Manager
San Mateo, CA
13+ years experience
Tara Shulman
Principal Wealth Advisor
New York, NY
13+ years experience
Tenniel Tuason
Marketing Analyst
Iloilo, Philippines
Tim Couture
Principal Wealth Advisor
Boston, MA
16+ years experience
Tim Maguire
Wealth Management Associate
Chicago, IL
Todd Rowe
Principal & Senior Wealth Advisor
Charlotte, NC
17+ years experience
Tony Golden
SVP, Wealth Advisor
New York, NY
25+ years experience
Tracy Kinder
Wealth Management Operations Manager
Lithia, FL
Tyler Coder
Wealth Advisor
Des Moines, IA
10+ years experience
Wendy Jankoski
Principal, Senior Wealth Advisor & Portfolio Manager
Sarasota, FL
30+ years experience
Wiley Belknap
VP, Wealth Advisor
Pittsburgh, PA
7+ years experience
Willem Bloemsma
Senior VP & Wealth Advisor
Denver, CO
10+ years experience
William (Bill) LeBoeuf
Managing Director, Senior Portfolio Manager
Dayton, OH
31+ years experience
Your personal family
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