Robert is an experienced wealth manager who has provided advisory services to many successful entrepreneurs and venture capitalists. Robert was a founder and Managing Partner of VSL Partners, a firm that provided liquidity to employees and investors of venture backed companies. Robert was previously employed at Thomas Weisel Partners in the 2000s and Montgomery Securities in the 1990s.
Liquid Stock helps employees at pre-IPO companies unlock value tied up in their options and shares. We provide employees with non-recourse financing to help option exercise, tax plan, and achieve liquidity. Liquid Stock’s mission is to democratize and transform share ownership at privately held companies.
Solving Complex Liquidity Problems
Liquid Stock partners with individual shareholders as well as companies to provide tax efficient option exercise and share liquidity solutions. Shareholder equity decisions are complex and the wrong choices can have negative consequences. Experience matters.
Meet the Partners
Liquid Stock’s team brings diverse expertise in venture capital, wealth management, corporate transaction law, and structured finance. We understand the challenges of navigating option exercise and share liquidity. We are here to help.