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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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Garrett specializes in the design and development of production A.I. systems - from initial notebook to restful micro-services and modularized front-end experiences, as well as the necessary teams and go-to-market planning required to scale from the first customer POC to a mature end-to-end offering. By trade, he is a practicing data scientist with a rich product strategy and sales executive background. Over the past 10 years, he has played critical roles on the founding executive teams of several venture-scale organizations (FloorFound, Vertebrae, Edgecase) and has personally helped raise and deploy over $20 million of growth capital. Currently, he is exploring commercial opportunities at the intersection of computational neuroscience, federated machine learning, and immersive technologies (3D/AR/VR).

Evaluating Opportunities in Immersive Technology with Garrett Eastham

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Garrett specializes in the design and development of production A.I. systems - from initial notebook to restful micro-services and modularized front-end experiences, as well as the necessary teams and go-to-market planning required to scale from the first customer POC to a mature end-to-end offering. By trade, he is a practicing data scientist with a rich product strategy and sales executive background. Over the past 10 years, he has played critical roles on the founding executive teams of several venture-scale organizations (FloorFound, Vertebrae, Edgecase) and has personally helped raise and deploy over $20 million of growth capital. Currently, he is exploring commercial opportunities at the intersection of computational neuroscience, federated machine learning, and immersive technologies (3D/AR/VR).

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