Wealth Planning

Equity Compensation Guide on RSUs, Stock Options and Taxes

June 26, 2024

Gavin Neil
Gavin Neil

Director in Wealth Management, Partner

Gavin joined Aspiriant in 2014 as a portfolio administrator in Investment Operations, transitioning to the Wealth Management team in 2015. He has eight years of experience within the financial services industry and another nine years’ experience in technology roles.

Before joining Aspiriant, Gavin spent four years at an aircraft leasing firm, BBAM, holding a variety of positions from business analyst to financial analyst. He also spent two years working in the aircraft operating leasing division of Babcock & Brown as a systems analyst. Previously, he held a variety of positions at San Francisco-based retailer Williams Sonoma, Inc., and at a startup in Silicon Valley.

Gavin has a Master’s in Financial Analysis from the University of San Francisco, and earned a Bachelor of Engineering degree in Electrical and Electronic Engineering from Brunel University in the U.K. He also holds a CFA charter and CFP® certificate.

Gavin moved from the U.K. in 1999 and after twenty years of living on bay area peninsula he recently moved to Lafayette in the east bay with his wife, three kids, dogs and cats. He recently acquired some chickens and his wife tells him goats are coming soon. When not spending time with the kids, he enjoys landscaping at the new family home, watching his favorite soccer team Liverpool, playing tennis and entertaining.

Nick Ruzette
Nick Ruzette

Senior Manager in Wealth Management, Partner

Nick joined Aspiriant at the end of 2014 as an associate in Investment Operations. He transitioned to the Wealth Management team in the beginning of 2017. He has over ten years of experience working in financial services, including seven years working with high-net-worth individuals and families.

Prior to joining the firm, Nick spent time at an M&A consulting firm in San Diego and third-party marketing firm in Orange County, Calif.

Nick earned a B.A. degree in economics and a Minor in accounting from the University of California at San Diego. He earned his CFP® certification in 2017.

Nick lives in San Francisco with his wife. In their free time they enjoy getting outdoors and spending time with friends and family. You can trust that they’ll have recently had an Italian meal, and that Nick has eaten a chocolate chip cookie recently.

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