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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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Katherine has 22 years of finance and alternative investment experience in venture capital, private equity, and hedge funds. Katherine has worked for eight family offices and 4 Billionaires. Her work has expanded to advising companies and funds on their investments, due diligence, operations, fundraising, and strategy. Katherine is currently the senior director of venture funds at TEDCO, a board member and advisor at Nottingham Spirk Family Office, the investment committee for University Impact, and the head of the investment committee for Beyond Impact, Fund II. She is an early-stage Angel Investor, board member of Citrine Angels, and she likes to focus on female and diverse founders, sustainable blue and green technologies, and impact-related companies.

The Path to possible - Vertical Innovation with Katherine Hill Ritchie

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Katherine has 22 years of finance and alternative investment experience in venture capital, private equity, and hedge funds. Katherine has worked for eight family offices and 4 Billionaires. Her work has expanded to advising companies and funds on their investments, due diligence, operations, fundraising, and strategy. Katherine is currently the senior director of venture funds at TEDCO, a board member and advisor at Nottingham Spirk Family Office, the investment committee for University Impact, and the head of the investment committee for Beyond Impact, Fund II. She is an early-stage Angel Investor, board member of Citrine Angels, and she likes to focus on female and diverse founders, sustainable blue and green technologies, and impact-related companies.

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