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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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Andrew Maxey is the CEO and co-founder of Vartega, a company that specializes in recycling carbon fiber to address advanced materials recycling challenges. Andrew has a strong background in mechanical engineering, having earned his degree from the University of Michigan. Before founding Vartega in 2014, he served as Vice President of Engineering at CO2Nexus, where he oversaw the design and development of clean technology solutions. In this video, Andrew emphasizes the three Ps (Passion, Patience, and Persistence) that help find like-minded people who will be invested in the company’s success.

Funding Tactics 101 with Andrew Maxey

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Keiretsu Forum TV

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Andrew Maxey is the CEO and co-founder of Vartega, a company that specializes in recycling carbon fiber to address advanced materials recycling challenges. Andrew has a strong background in mechanical engineering, having earned his degree from the University of Michigan. Before founding Vartega in 2014, he served as Vice President of Engineering at CO2Nexus, where he oversaw the design and development of clean technology solutions. In this video, Andrew emphasizes the three Ps (Passion, Patience, and Persistence) that help find like-minded people who will be invested in the company’s success.

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