Knight - Ridder Tribune Sought Neil Waxman's Thoughts On Employee Stock Ownership Plans For Publication In Their Network Of City Newspapers.
When Mary Vanac, writer for Knight -Ridder wanted to feature an article on Employee Stock Ownership Plans (ESOP's), she sought Neil's expertise in developing and working with ESOP's. Neil's advice to plan with the end in mind covered repurchase obligation and liquidity issues, which can arise if ignored.
stock-answer-plans-let-workers-take-stock-in-jobs.pdf
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Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
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