Compensation Planning Management Wealth Advisor 
Nerd's Eye View
FEBRUARY 25, 2025
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.
Sara Grillo
AUGUST 14, 2023
How large the extent of the conflict matters, as well as how it is managed and disclosed. If an AUM advisor is managing a $5MM account, and a client comes in and says, “I’m taking half of this to buy a commercial property”, the AUM advisor is essentially taking a 50% pay cut. in English Language and Literature.
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Darrow Wealth Management
MAY 9, 2025
How restricted stock awards are taxed 83(b) elections RSU vs RSA: differences between restricted stock awards and restricted stock units (RSUs) Performance stock grants vs restricted stock Restricted stock vs stock options Help managing equity compensation What is a restricted stock award (RSA)?
Darrow Wealth Management
MAY 9, 2025
How restricted stock awards are taxed 83(b) elections RSU vs RSA: differences between restricted stock awards and restricted stock units (RSUs) Performance stock grants vs restricted stock Restricted stock vs stock options Help managing equity compensation What is a restricted stock award (RSA)?
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