Jason Pfannenstiel

Jason Pfannenstiel has more than 10 years of experience in financial advisory roles. Prior to Mirador Capital Partners, Jason worked at Morgan Stanley in The Garman Group and was a Partner with White Stable Ventures. Earlier in his career, he was Managing Director at BTI Group, where he worked on merger and acquisitions, and debt and equity financings of privately held companies. He began his career in the public and analyst relations division of Keynote Systems, Inc.
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Recent Posts

Exercise Options Using a "Stock Swap"

Posted by Jason Pfannenstiel on June 19, 2018

If you're like most professionals with Incentive Stock Options (ISO) or Non Qualified Stock Options (NQSO), when it comes time to exercise, you will either use cash on hand or sell your current stock to generate cash for the purchase.

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Topics: Startups, Tax Planning, Estate Planning

The Virtues Of A GRAT

Posted by Jason Pfannenstiel on November 28, 2014

The Virtues of a Grantor Retained Annuity Trust

Living trusts are a great financial planning tool that are a great way to take care of your family for generations to come.

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Topics: Estate Planning

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