Wednesday, May 26, 2021 · 2:00 p.m.
Eastern Time (US & Canada) (GMT -4:00)
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Founder and CEO of StockShield LLC
Brian Yolles is Founder and CEO of StockShield LLC, an SEC-registered broker-dealer that specializes in protecting concentrated stock positions. He has more than 15 years of experience in the investment industry and has been awarded five US patents for his innovations. Prior to founding StockShield, Mr. Yolles served as an equity research analyst at Dowling & Partners Securities, a highly regarded broker-dealer specializing in insurance stocks. He was born in Indianapolis and is a graduate of Yale University, earning a bachelor of arts degree (summa cum laude) in American Studies and a master of business administration degree from the UCLA Anderson School of Management.
Owner, VG Financial Consulting LLC
Valerie J. Gospodarek, CFA, has over 25 years of financial industry experience and currently owns her own business, VG Financial Consulting LLC, where she helps people with planning and organizing their finances. Over her career, she has served in a variety of roles including managing individual investment and trust accounts, overseeing approximately 200 money managers, consulting on 401(k) plans, participating in asset allocation and portfolio construction decisions, and spearheading a multitude of special projects. The breadth and depth of this experience provides her with a unique perspective when helping her clients. Her need to manage her own family’s executive compensation combined with employees’ need to better understand these important investments led her to specialize in helping clients with their stock options, deferred compensation plans and concentrated company stock positions.
Creator, AMA Finance
Since his college days, Aaron has been intrigued by finance—a subject that combined his love of both complex probabilistic models with risk-taking. This combination of skills came useful when his employer, Dropbox, went through an initial public offering. Namely, he both recognized the need to rapidly reduce single-stock exposure and constructed and executed on a complex strategy to do so. In addition to running a website to assist other smaller shareholders going through an IPO (http://www.amafinance.org), Aaron works as a software engineer at Airtable.
Partner, Mayer Brown
Mark H. Leeds is a Tax Transactions & Consulting partner in Mayer Brown's New York office. His practice is focused on the tax consequences of a variety of capital markets products and strategies, including over-the-counter derivative transactions, swaps, tax-exempt derivatives, and strategies for efficient utilization of tax attributes.