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.

Compensation Planning 135

Compensation Planning Clients Planning Wealth Advisor 135

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. 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. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

MAY 9, 2025

The company’s equity compensation plan document will contain other important rules which often apply to all employees. To maximize the opportunity, its critical to get the right team of advisors in place before making irreversible decisions with your shares. Schedule a call with a wealth advisor to discuss your situation.

Taxes 85

Taxes Startup Wealth Management Planning 85

Darrow Wealth Management

MAY 9, 2025

The company’s equity compensation plan document will contain other important rules which often apply to all employees. To maximize the opportunity, its critical to get the right team of advisors in place before making irreversible decisions with your shares. Schedule a call with a wealth advisor to discuss your situation.

Taxes 62

Taxes Startup Wealth Management Planning 62