Brian G. Yolles offers his expertise as an SME in concentrated stock positions. As founder and CEO of StockShield LLC, Brian and his team bring creative solutions to clients with large concentrations of stock they wish to protect. He is the inventor of the Stock Protection Trust, which provides cost-effective protection throughout financial criss.
Formerly, Brian served as equity research analyst at Dowling & Partners Securities LLC, a highly-regarded broker-dealer specializing in insurance stocks. He holds Series 7, Series 24, Series 62, Series 63, and Series 99 licenses.
Brian is an active member of the National Association of Stock Plan Professionals (NASPP), Global Association of Risk Professionals (GARP), California Alternative Investments Association (CalALTs), and National Center for Employee Ownership (NCEO). He graduated summa cum laude from Yale University and earned his MBA from the UCLA Anderson School of Management.