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$5B Compound Planning Hires New Wealth Head, 3 Other Senior Roles
Compound Planning, a New York-based self-styled digital family office that recently hit $5 billion in client assets, has made four senior leadership hires, including a new head of wealth management.
Sheila Ryan, a former Focus Wealth Partners executive for over seven years, will lead wealth management for the firm, coordinating functions across the firm’s advisory, client service, operations, and marketing teams.
In addition, Compound named Matt Barley is the director of advisor recruiting. Barley had previously worked on annuities, TAMPs, and private markets with firms including Meketa Capital and Primark Capital. Ryan Vas Dias, formerly tax director at Baker Tilly, will lead its tax-related financial planning services and strategies, and Dylan Portelli, formerly a senior product manager at Intuit, is now lead product manager for Compound.
“We’ve built a financial operating system that powers both sides of the advisor and client relationship, enabling a more proactive and comprehensive client experience,” co-founder and CEO Alex Farman-Farmaian said in a statement. “Adding senior leaders across tax, product, advisory, and recruiting means we can deliver that at a level most firms simply aren’t built for.”
Compound, created via a merger in 2023, has been growing rapidly in recent years by adding advisors, including seven in the second half of 2025 and the first part of 2026, totaling $795 million in collective assets.
The firm announced, alongside the new hires, that it had grown its assets by 75% since January 2025, attributing the jump to a combination of inorganic additions and organic growth, including adding 24 advisors and 700 new clients in that period.
Most Compound advisors are hired as W-2 employees, with a smaller number joining as 1099 independent contractors, and all adopt Compound branding while working remotely from locations around the U.S. The RIA is focused on high-net-worth founders, early employees, executives, professionals, and families.
Perigon Wealth Further Expands Leadership Team With Chief People Officer
Perigon Wealth Management, a San Francisco-based wealth manager with more than $11.2 billion in client assets, has expanded its leadership team to include a new chief people officer role.
Rory Shusted will join Perigon in the Atlanta area from her prior role as the owner of a talent consulting firm; she had previously been with consultancy RGP for nearly a decade, most recently as executive vice president of global talent. Shusted will report directly to Perigon CEO Arthur Ambarik, who said in a statement that her hire is the result of achieving scale in recent years through strong organic and M&A-based growth.
“Balancing continued growth with a strong employee culture has been central to our team’s success, and bringing an experienced enterprise human resources executive on board represents a critical next step as we continue to grow thoughtfully,” he said.
In her new role, Shusted will work with leadership on employee programs related to engagement, performance, and development and growth goals.
“Independent wealth management firms present a unique challenge to build a meaningful and cohesive company culture, especially as they achieve scale,” Shusted said in a statement. “I’m thrilled to join the Perigon team at this pivotal moment in its growth journey.”
Prior to her role at RGP, Shusted held senior positions at CarterBaldwin, a global search firm, and Larson-Juhl, a subsidiary of Berkshire Hathaway.
In March, Perigon hired Jon Seif to be managing director of digital strategy to lead a “scalable organic growth platform,” and Luke Samuels as senior director of business development to work on organic growth.
Seif had held similar roles at Betterment, Envestnet/Yodlee, and Catchlight, a Fidelity Labs unit. Samuels had held marketing leadership positions with Wealth Enhancement Group, Empower and Personal Capital.
Rossby Financial Hires Rubeling as Transition and Business Development Lead
Rossby Financial, a Melbourne, Fla.-based RIA with more than $566 million in client assets, has hired marketing and business development leader Grier Rubeling.
Rubeling joined Rossby and its back-office specialty firm, Roffice, from her own consultancy, Advisor Transition Services. She will lead business development, marketing, and advisor transition assistance for the firms.
“Given the importance of speed to market in advisor transitions, which requires all steps be compliantly completed correctly, Rossby is beefing up its team and capabilities in this area,” the firm wrote in an announcement.
Rubeling had been working with advisors transitioning from broker/dealer models to independent firms through her Advisor Transition Services for the past eight years. In that role, she created a “standard operating procedure” for clients that Rossby will now leverage for its growth plans.
“This expertise will open up a myriad of opportunities for the Rossby advisors as well as those leveraging ROffice for their fractional assistance needs,” Rossby founder Andrew Evans said in a statement, referring to the firm’s ROffice business, an administrative support firm that offers wealth managers full or part-time industry professional assistance.
“My joining Rossby and ROffice pairs my experience and know-how with the resources and creativity of these teams,” Rubeling said in a statement.
Ascensus Appoints Former Empower Executive as President of Retirement
Ascensus, overseeing $932 billion in assets under administration, announced that Dan Morrison has been appointed president of retirement, reporting to CEO Nick Good.
Morrison will lead the company’s retirement business and contribute to its long-term strategy. He joins Ascensus’ executive team after serving as head of government and Taft Hartley markets at Empower.
“The noble purpose at Ascensus of ‘helping more savers save more’ is both meaningful and timely,” Morrison said. “The opportunity to lead a retirement business with this scale, talent, and commitment to clients and partners is incredibly compelling.”
Morrison brings over 25 years of experience in the retirement market, including roles in sales, relationship management, and participant engagement. He will work with Ascensus on retirement offerings for its base of over 16 million people.
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