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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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Mark Kerschner is an Angel Investor, a strategic advisor, a finance advisory committee member and an independent board member of various organizations. He began his career with PWC in NYC and now has been utilizing his experience as a CFO of both public and private companies, working in the chemicals, engineering and pharma industries. Currently he serves as a Board member and Senior Advisor of Seneca Therapeutics, Inc. Mark is presently a member of Broad Street Angels, Keiretsu Mid-Atlantic and Mid-Atlantic Bio Angels.

His Journey As Angel Investor and How He Decides To Write Check with Mark Kerschner

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Mark Kerschner is an Angel Investor, a strategic advisor, a finance advisory committee member and an independent board member of various organizations. He began his career with PWC in NYC and now has been utilizing his experience as a CFO of both public and private companies, working in the chemicals, engineering and pharma industries. Currently he serves as a Board member and Senior Advisor of Seneca Therapeutics, Inc. Mark is presently a member of Broad Street Angels, Keiretsu Mid-Atlantic and Mid-Atlantic Bio Angels.

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