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#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

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Restricted Stock Awards: Guide to Your Grant

Darrow Wealth Management

The company’s equity compensation plan document will contain other important rules which often apply to all employees. So it can be a critical factor in meeting some of the eligibility criteria for qualified small business stock, notably the 5-year holding period and asset test. Drawbacks: Risk of vesting.

Taxes 85
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Restricted Stock Awards: Guide to Your Grant

Darrow Wealth Management

The company’s equity compensation plan document will contain other important rules which often apply to all employees. So it can be a critical factor in meeting some of the eligibility criteria for qualified small business stock, notably the 5-year holding period and asset test. Drawbacks: Risk of vesting.

Taxes 62