Watch the Webinar Recording
When properly managed, equity compensation can provide significant value to you, your family, and your legacy. However, equity compensation can also be complex to navigate and, if mismanaged, can introduce concentration risk to your portfolio. Recently, Brand AMG’s Ryan Green and Ryan Bouchard hosted a webinar where they shared strategies to help you extract the maximum value from stock-based equity compensation.
The key topics discussed on the webinar included:
- Strategies for managing non-qualified and incentive stock options
- How to identify and mitigate concentration risk
- How to minimize taxation considering the current tax environment
- The unique challenges of restricted stock units
About the Presenters
RYAN GREEN, CFP®, AIF®
Investment Advisor
Ryan joined Brand Asset Management Group in November of 2007. In addition to serving as an Advisor, Ryan’s responsibilities include trading, assisting with client charitable giving, performance reporting, and tax reporting. He obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2014. Ryan earned the AIF® designation in 2016. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
He earned his Bachelor of Human Environmental Sciences Degree in Personal Finance from the University of Missouri – Columbia in 2003. In 2005, he earned his MBA in Finance from the Crosby Graduate Program at the University of Missouri – Columbia.
Outside of work, Ryan enjoys spending time with his wife, Sarah, and their children.
RYAN BOUCHARD, CFA, AIF®
Investment Analyst
Ryan joined Brand Asset Management Group in 2013 as an Investment Analyst and has worked in the financial services industry since 2001. Previously, he performed investment research at a wealth advisory firm and later became an Associate Analyst covering technology and transportation stocks for many years. Most recently, Ryan was a Senior Research Analyst publishing research on transportation stocks and macroeconomic trends.
Ryan received his BS in Business Administration with a major in Finance from the University of Missouri – Columbia, and his MBA with a concentration in Finance from Saint Louis University. He is also a CFA Charterholder. Ryan earned the AIF® designation in 2015. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
He enjoys spending time with his wife and four children, playing golf, traveling, and learning.
Fill out the form below to watch the webinar recording: