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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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Family Office Investment Outlook Panel with Keshav Rao, Moderator; Craig D'Cruze, Inverted Ventures; Katherine Hill Ritchie, Private Capital Investments; Ken Goldman, Hillspire, Matt Salloway, GSI Ventures; Ted Ackerley, Ackerley Partners Moderator: Keshav Rao is an experienced investor across both public and private markets. He started his career as an equity research analyst at Goldman Sachs before joining the family office of Jonathan Soros, where he focused on a wide range of direct and fund investments. He then joined a consumer-focused Private Equity fund backed by the Bezos family as an early employee, where he built the team and diligence process. He is currently focused on technology, media, and consumer investments at a multi-stage institutional fund based in New York. Keshav graduated from Stanford with an honors degree in economics and received an MBA from the Wharton School.

Family Office Investment Outlook Panel

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Family Office Investment Outlook Panel with Keshav Rao, Moderator; Craig D'Cruze, Inverted Ventures; Katherine Hill Ritchie, Private Capital Investments; Ken Goldman, Hillspire, Matt Salloway, GSI Ventures; Ted Ackerley, Ackerley Partners Moderator: Keshav Rao is an experienced investor across both public and private markets. He started his career as an equity research analyst at Goldman Sachs before joining the family office of Jonathan Soros, where he focused on a wide range of direct and fund investments. He then joined a consumer-focused Private Equity fund backed by the Bezos family as an early employee, where he built the team and diligence process. He is currently focused on technology, media, and consumer investments at a multi-stage institutional fund based in New York. Keshav graduated from Stanford with an honors degree in economics and received an MBA from the Wharton School.

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