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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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Constance A. Morgan is a highly accomplished professional with a background in finance, fashion, art, design, show production, financial technology, and alternative investment. With a strong foundation in financial stewardship and a keen entrepreneurial spirit, Constance has made significant contributions to publishing, advisory services, and executive leadership. Constance is proud to come from a family of bankers, including her husband, John A. Morgan, an accomplished investment banker, and her father-in-law, Henry Sturgis Morgan, the esteemed founder of Morgan Stanley. Her family's strong banking legacy further nurtured her passion for finance and investment. This family heritage instilled in Constance a deep understanding of the financial industry and a commitment to upholding the highest standards of excellence and integrity.

Lessons Learned from Five Generations of Entrepreneurship & Investing with Constance H Morgan

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Constance A. Morgan is a highly accomplished professional with a background in finance, fashion, art, design, show production, financial technology, and alternative investment. With a strong foundation in financial stewardship and a keen entrepreneurial spirit, Constance has made significant contributions to publishing, advisory services, and executive leadership. Constance is proud to come from a family of bankers, including her husband, John A. Morgan, an accomplished investment banker, and her father-in-law, Henry Sturgis Morgan, the esteemed founder of Morgan Stanley. Her family's strong banking legacy further nurtured her passion for finance and investment. This family heritage instilled in Constance a deep understanding of the financial industry and a commitment to upholding the highest standards of excellence and integrity.

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