Sri Narayan

Founder and CEO of Cache Financial, a firm offering exchange fund solutions for concentrated stock positions. A former employee at Uber and Alphabet, who experienced the challenges of stock compensation.

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May 24, 2025 • 57min

Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out

Join Sri Narayan, CEO of Cache Financial and former tech giant employee, alongside Wes Gray, CEO of Alpha Architect. They delve into the perils of concentrated stock positions, particularly for tech employees, and how stock compensation can lead to overexposure. Discover innovative strategies like exchange funds and Section 351 ETF conversions for efficient tax management and diversification. They also emphasize practical solutions for financial advisors and investors navigating the challenges of substantial investments, highlighting the importance of tailored products in today's market.

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