27 min

Robert Pitti, Partner at Liquid Stock - Unlocking value for employees at pre-IPO companies Wharton FinTech Podcast

    • Technology

Tarang Gupta has a conversation with Robert (Bob) Pitti, Partner at Liquid Stock, an investment firm providing liquidity to employees and stockholders of privately held companies.

In this episode you will hear about:
- How Liquid Stock is enabling liquidity for shareholders of pre-IPO companies
- How companies can leverage tax arbitrage to retain talent
- Robert's outlook on the recent economic uncertainty
- Liquid Stock’s growth and expansion plans

About Robert (Bob) Pitti
Robert is a founder of Liquid Stock and possesses more than 25 years of wealth management and advisory experience. Prior to Liquid Stock, Robert was a founder and Managing Partner at VSL Partners and before that he worked at Thomas Weisel Partners. Robert pursued an undergraduate degree in business from George Washington University and an MBA from the University of Chicago.

About Liquid Stock
Founded in 2019, Liquid Stock is a pioneer in private company liquidity solutions that provides employees with financing to help option exercise, tax plan, and achieve liquidity. Liquid Stock’s mission is to democratize and transform share ownership at privately held companies.

For more FinTech insights, follow us below:

WFT Medium: medium.com/wharton-fintech
WFT Twitter: twitter.com/whartonfintech
WFT Instagram: instagram.com/whartonfintech
Tarang’s Twitter: twitter.com/tg_tarang
Tarang’s LinkedIn: linkedin.com/in/taranggupta100

Tarang Gupta has a conversation with Robert (Bob) Pitti, Partner at Liquid Stock, an investment firm providing liquidity to employees and stockholders of privately held companies.

In this episode you will hear about:
- How Liquid Stock is enabling liquidity for shareholders of pre-IPO companies
- How companies can leverage tax arbitrage to retain talent
- Robert's outlook on the recent economic uncertainty
- Liquid Stock’s growth and expansion plans

About Robert (Bob) Pitti
Robert is a founder of Liquid Stock and possesses more than 25 years of wealth management and advisory experience. Prior to Liquid Stock, Robert was a founder and Managing Partner at VSL Partners and before that he worked at Thomas Weisel Partners. Robert pursued an undergraduate degree in business from George Washington University and an MBA from the University of Chicago.

About Liquid Stock
Founded in 2019, Liquid Stock is a pioneer in private company liquidity solutions that provides employees with financing to help option exercise, tax plan, and achieve liquidity. Liquid Stock’s mission is to democratize and transform share ownership at privately held companies.

For more FinTech insights, follow us below:

WFT Medium: medium.com/wharton-fintech
WFT Twitter: twitter.com/whartonfintech
WFT Instagram: instagram.com/whartonfintech
Tarang’s Twitter: twitter.com/tg_tarang
Tarang’s LinkedIn: linkedin.com/in/taranggupta100

27 min

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