2022 Spring Conference Speaker

Russell Kroeger, CFP®, EA is a partner at Upstart Wealth, an RIA focused on the startup community. He has helped clients navigate more than $800 million in exits. His client experience integrates a unique mastery of tax, equity compensation, and financial life planning. He also teaches an Equity Comp Masterclass to advisors, speaks at startups, and has accumulated more than 50,000 reads on his equity comp blogs.