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Now On Demand
Given the strong performance of equity markets over the past few decades, many investors have accumulated concentration in one or a few stocks, and advisors are often seeking ways to help investors diversify from concentrated exposure in a tax-efficient way.
This session will cover several concentrated stock considerations – the risks of being concentrated in individual stocks, tax-managed investment solutions for concentrated stock, and use cases for unlocking concentrated stock. Addressing how to diversify while being thoughtful about tax consequences is a critical challenge to solve.
Accepted for 1 CFP® / IWI / CFA CE Credit
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Sirion is a managing director in Quantitative Equity Solutions (QES) within Goldman Sachs Asset Management, serving as global head of client portfolio management. The QES business designs and builds personal portfolios and investment strategies for individual investment objectives, including direct indexing, tax-managed, factor-based, value-aligned, and options-oriented portfolios. She is a mentor for the Asian Network, Black Network and Women’s Network. Sirion earned a BS in Business Administration from the Haas School of Business at the University of California, Berkeley, and an MBA from Columbia Business School. She is a CFA charterholder. |
