NEW YORK--(BUSINESS WIRE)--Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced 9 key hires - four of which are ...
New Four-Person Team Brings 80+ Years of Cumulative Experience to Compound, Opens Firm’s Latest Office Location in Des Moines, Iowa. Courtney Holt was Recently Appointed as Chief Compliance Officer to ...