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Gurupackiam, Mohan

Chief Information Officer

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Mohan Gurupackiam is building the technology foundation that makes Steward Partners' growth possible, and doing it at a pace and scale that few technology leaders in the independent wealth management space have matched. As Chief Information Officer, Mohan successfully integrated three new custodial relationships in a 12-month period, bringing the firm's total to five, while simultaneously rebuilding core infrastructure systems across compensation, billing, and compliance surveillance. The result is a custodian-agnostic operating environment that gives advisors the flexibility to serve clients wherever their assets reside, a capability that is central to the firm's M&A strategy and increasingly recognized as the direction the broader industry is heading.