Questions we help our clients answer:
How do stock options and RSUs fit into my overall wealth management strategy?
When should I exercise, and when do I sell?
What steps can I take to minimize taxes?
How do I negotiate stock options in a job offer?
WHY ARE STOCK OPTIONS SO DIFFICULT TO MANAGE?
Paceline helps biotech executives in Boston and on a remote basis by professionally managing investments and delivering financial planning. As a fee-only fiduciary, Paceline is required to place your interests first and does not accept sales commissions.
Jeremy is a Cornell MBA whose professional experience spans from comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details.
Whether you’re buying a home, planning for retirement, or ready for your investments to be professionally managed, Paceline can help you:
No sales commissions - Paceline is a fiduciary and accepts no sales commissions – meaning we’re always working solely in our clients’ best interest
Real Investment Experience - With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack
Personal Touch – We believe in developing strong 1:1 relationships with our clients for a tailored, personal investment strategy
