Mohan Gurupackiam in

Mohan Gurupackiam

Sharpshooter · DISC type DC
Chief Information Officer at Steward Partners
📍 Orange County, California, United States

Mohan Gurupackiam is the Chief Information Officer at Steward Partners, leveraging over 25 years of experience in financial technology. He drives the firms technology strategy, focusing on digital transformation and platform modernization to enhance the advisor and client experience. He has completed the Chief Technology Officer Program at Wharton Executive Education.

Originally from India, Mohan now lives in the Greater Los Angeles Area with his wife, two children, and a dog. He is a respected professional in the wealth management industry and has been a featured speaker and podcast guest discussing the future of fintech.

He was named "CTO of the Year" in the 2025 ThinkAdvisor Luminaries Awards, which recognizes individuals driving meaningful impact in the wealth management industry.

Read the full overview →
Experience
28 Years
Current Role
Chief Information Officer
Job Level
Leadership
Location
Orange County, California, United States
Personality Overview

How Mohan shows up

Fast But Analytical
ROI Driven
Thorough Evaluator

They prefer to be the ones controlling the conversation or defining the terms. They like to move fast and expect the same from others. They respond well to strong and respectful communication.

Priorities

Topics Mohan cares about

AI in Wealth Management
Discusses leveraging AI to create efficiencies for advisors in client meetings, portfolio construction, and investment management, enabling them to better serve their clients.
Advisor Technology Strategy
Believes in providing a flexible technology stack, recognizing that every financial advisor's practice is unique and requires tailored solutions for success.
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Career

Work history

1-2023
Chief Information Officer
Steward Partners
2022 - 2022
Managing Principal
Apex Software LLC
2018 - 2022
VICE PRESIDENT, HEAD OF TECHNOLOGY, WEALTH MANAGEMENT & DATA
AssetMark
2014 - 2017
Chief Technology Officer
Cetera Financial Group
2007 - 2014
Head of Technology, Wealth Management / Advisory / Sales & Marketing Systems,
E*TRADE from Morgan Stanley
In the press

Media appearances

Steward Partners Appoints Mohan Gurupackiam Chief Information Officer. Featured in PR Newswire
See now
Steward Partners Celebrates Mohan Gurupackiam as a 2025 ThinkAdvisor Luminaries Award Winner for CTO of the Year. Featured in PR Newswire
+2 more appearances Login to view media
Education
12-2021 - 9-2022
Chief Technology Officer Program
Wharton Executive Education
2010 - 2012
MBA
Saint Mary's College of California
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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