Sidebar Speaker Series: Protecting your Equity-based Compensation during Economic Uncertainty with Chris Welton

​Feeling unsure of where the economy is headed? Join this workshop to become refreshed on the fundamentals of equity-based compensation, the biggest leverage for creating wealth quickly in your tech career and the largest part of your income that can suffer during an economic downturn. Being literate with the different forms of equity compensation is a critical skill for securing not only a senior title but also being financially successful through all economic cycles. More importantly, you will learn little-known and effective options to maximize the value of your equity compensation, whether you're joining a new company or have worked there for years.

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​Speaker Bio

​Chris Welton is a Wealth Management Advisor and CEO & Founder of Clavius Wealth Management. He leads a team of five who work closely with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa are based in San Mateo County, love to cook, and enjoy having people over for lively discussions and good food!