The Journey into Equity Compensation

The speaker’s initial experience in equity compensation began as a financial advisor, where working with public companies exposed him to the complexities of stock plans and tax implications for employees. Recognizing the lack of understanding among clients regarding their equity options drove him to deepen his knowledge in this field. He later transitioned to private wealth management, working with private company executives and learning the nuances of managing concentrated equity positions. This journey solidified his desire to understand both the individual and company perspectives on equity compensation.