ACE Academy 2023

Speaker & Session Information















Serving the C-Suite: Managing Concentrated Stock Positions

John Nersesian

Presented by
John Nersesian, CIMA®, CPWA®, CFP®, CIS

CPWA Faculty Member 

Session date and time 
May 2, 2023
1:45 - 2:45 p.m.     

Senior executives often accumulate significant exposure to company shares through restricted stock grants, employee stock options and other benefit programs. This session defines concentration risk and identifies a range of potential solutions to manage it based on liquidity, diversification, tax minimization and wealth transfer.

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Speaker Bio

John Nersesian, CIMA®, CPWA®, CFP®, CIS
CPWA Faculty Member

John Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was senior managing director of wealth management services for Nuveen Investments. Prior to this, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. Nersesian served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006 to 2017, and as chairman for the 2014–2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) education programs held at Yale University. He has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University. 

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