Founded in 2018, PlanPro works with Advisors/Consultants, Broker/Dealers, Custodians, DCIO firms and Recordkeepers. We offer innovative solutions that help 401(k) professionals better grow and manage their retirement plan businesses. With extensive experience creating software used by the worlds largest investors, consultants and asset managers, PlanPro is committed to developing world-class solutions for the 401(k) industry.
Michael Magnan Founder
Michael is the founder of PlanPro. He has extensive experience building software used by some of the worlds largest institutional investors, advisors/consultants and asset managers. Most recently, he served as VP, New Product Innovation for eVestment where he led the creation of new data and software. In addition to leading new product innovation, Michael served as eVestment’s lead data scientist, a regular public speaker, researcher and writer. Michael holds a B.S. degree in Economics from Florida State University and a Masters in Mathematical Risk Management from Georgia State University.
Hesom Parhizkar Technology
Hesom leads technology for PlanPro. He has over 19 years of experience in the definition, design and development of enterprise software solutions. Hesom’s experience includes serving as the CTO of Wela as well as the SVP of Technology at eVestment where he helped lead the overall technology strategy, architecture and goals for eVestment. Hesom Holds a Bachelor of Science degree from the Georgia Institute of Technology and a Master of Science degree in Information Technology from Southern Polytechnic State University
Joseph Caprara Business Development
Joseph leads sales and manages client relationships at PlanPro. He has experience in both software and financial services and a passion for relationship management and ensuring customer success. His experience includes working in wealth management as well as enterprise software sales at OneStream Software. Joseph studied at the University of North Georgia and Georgia State University in their Business Management and Marketing programs.