Mohan Gurupackiam

Sharpshooter
DISC Type : DC

Chief Information Officer at Steward Partners

Orange County, California, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Digital Innovation
Focuses on building an innovative advisor experience with actionable insights that operates more efficiently and provides better service for advisors and clients.

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

See Now

Steward Partners Appoints Mohan Gurupackiam Chief Information Officer. Featured in Business Insider

See Now

Work History

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

Education

12-2021 - 9-2022
Chief Technology Officer Program from Wharton Executive Education
2010 - 2012
MBA from Saint Mary's College of California

More Information

Social Presence :

Prographics :

Exp : 28 Location : Orange County, California, United States Job Level : Leadership Designation : Chief Information Officer at Steward Partners
URL has been copied!

Insights For Selling To Mohan

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Speak about competitive differentiation that your product offers
  • Objectively showcase the impact that your product creates

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mohan is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Mohan

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Mohan move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Mohan take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Mohan

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.