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Gurupackiam, Mohan

Chief Information Officer

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Steward Partners

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Luminaries 2025 Winner

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2025 Impact Statement

Mohan Gurupackiam has helped lead the way in harnessing technology, including AI, to create a seamless, unified and custodian-agnostic experience for advisors —doing so at scale, with advisors themselves at the forefront. The experience Gurupackiam and his team have built enable them to resolve tech issues for advisors in a matter of minutes instead of days. Technology initiatives can be ambitious undertakings even for large advisors, but Steward Partners is able to run all of their tech on a centralized ecosystem, while also laying the groundwork for scalable growth. This is a key differentiator for Steward Partners, and Gurupackiam is helping the firm set the standard for bringing this unified experience to advisors across the country.