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Sandy Galuppo is a Private Wealth Advisor at SVB Private, assisting high net worth individuals and families manage their wealth through personalized financial planning services. He also helps executives of public corporations, partners at professional service firms and venture/private equity partners integrate the complexities of their executive and partner compensation into their overall financial plan. An expert in planning around concentrated stock positions and other equity compensation for over 20 years, Sandy has supported the education, planning and financial wellness needs of corporate benefit programs at some of the nation’s largest publically-traded companies.

Sandy graduated from Boston College and is currently a member of the National Association of Stock Plan Professionals. Sandy is strong supporter of JDRF, Team IMPACT and other organizations that help children in need develop healthy behavioral, emotional and social bonds and educational skills that last a lifetime.

The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov

Sandy Galuppo Offers Advice on Concentrated Stock Positions

Managing Director Sandy Galuppo shares his expert guidance on how to assess employee stock options amid COVID19-driven volatility.

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