Steve Dean Compound Planning CIO

Steve Dean

Chief investment officer

Steve Dean is the chief investment officer at Compound Planning, a $2.5 billion digital family office and tech-enabled RIA.

He leads the investment team, developing and overseeing the deployment of the public and private model portfolios. Dean has over 30 years of experience researching markets and implementing investment strategies for both institutional and wealth advisor clients. He began his career in the economic research department of the Federal Reserve before joining a large global quantitative equity manager, working with endowments, pension plans and fund providers.