Press Release

Silicon Valley Special: Wealth Managers Weigh in on Working with Tech Executives

February 6, 2025
Tom Connaghan

InvestmentNews

There have been a number of tech executives that come to work with KAR’s wealth advisors to help them protect, diversify or generate income from their concentrated positions, but there are certain challenges that come along with doing so. SF Bay Area based Senior Wealth Advisor Tom Connaghan shared his perspective with Gregg Greenberg within the InvestmentNews article: Silicon Valley Special.

Have a question about your concentrated position? Speak with a member of our SF Bay Area team today. https://kayne.com/locations/wealth-management/san-francisco/

 

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