Thu, Mar 3, 2022 · 2:00 PM
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Stephanie Bucko, CPA, CFA®
CIO & Co-Founder, Mana Financial Life Design
Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis. Following this challenging work, Stephanie joined Man Group, the world’s largest publicly traded hedge fund as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions, and endowments, Stephanie became interested in bringing institutional-quality services to a broader population. In 2016, she left New York City to pursue a career in individual money management, where she managed $200 million in assets across equities, bonds, and alternative investments. Stephanie recognized that investment management was only a small piece of the service that individuals truly need in a financial advisor. She decided that clients needed more from their advisors in order to succeed. Through this realization, she partnered with Cristina to bring Mana's vision to life. When Stephanie isn't devouring books on economics and markets, you can find her outside. Her favorite days are spent on the ski slopes or the golf course.
Daniel Zajac, CFP®, EA
Managing Partner, Zajac Group
Daniel Zajac is a Certified Financial Planner™ Professional who has extensive experience working with high-net-worth clients who have equity compensation. Daniel is responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.
Dan B. Hodgin, CPA
Owner, Silicon Valley Tax Group
Dan started his career in the field of taxation at Mohler, Nixon, & Williams, LLC. There, under the tutelage of some of the most respected tax specialists in the Bay Area, he worked on thousands of tax returns for a variety of client types. As his career progressed, Dan became a specialist in the area of high-net worth individuals and his clients included some of the world's wealthiest people. It was working with those clients that gave Dan the exposure to some of the most complicated tax situations and allowed him to become the tax expert that he is today.
Bruce Brumberg, JD (moderator)
Editor-in-Chief and Co-Founder, myStockOptions
Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. Bruce is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. He runs another website (myNQDC.com, on nonqualified deferred comp), produced the Think Twice insider-trading-prevention videos (www.insidertradingvideos.com), and writes a popular blog at Forbes.com. Bruce graduated from the University of Michigan and University of Virginia School of Law.