Serving the C-Suite: Managing Concentrated Stock Positions
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.
ACE Academy 2023
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.
