• Brady Weller, QSBS Rollovers

  • Dec 23 2024
  • Length: 25 mins
  • Podcast

Brady Weller, QSBS Rollovers

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    Brady leads investor/partner relations for more than 2,500 individual Vint clients and partners though Vint's retail division and capital markets team. Previously, Brady has held client-facing roles related to stakeholder engagement, consumer credit, and direct sales. He was a Don Lavoie Fellow in Political Economies at the Mercatus Center, George Mason and is a graduate of Loyola University Maryland with a degree in rhetorical studies and philosophy.

    Experience working directly with HNW clients, C-suite, and advisors. Internal Qualified Small Business Stock (QSBS) and IRC Sections 1202 and 1045 SME.
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