Diversifying Wealth: Srikanth Narayan on Managing Concentrated Stock with Exchange Funds 00:10:00
Srikanth Narayan is the Founder and CEO of Cache, a financial firm focused on providing innovative solutions for managing concentrated stock holdings. With extensive experience in wealth management, Narayan has developed strategies to help high-net-worth individuals diversify their portfolios without triggering taxable events. His recent work includes the launch of the Cache Exchange Fund, which aims to offer a sophisticated approach to managing concentrated equity positions while enhancing portfolio diversification.
