Exchange Funds
Exchange funds (also known as swap funds) are specialized investment vehicles that allow investors with highly concentrated stock positions to pool their shares with others in order to achieve diversification.
Exchange funds (also known as swap funds) are specialized investment vehicles that allow investors with highly concentrated stock positions to pool their shares with others in order to achieve diversification.
As the founding designer at a fintech startup, I led end-to-end designs for tax-efficient stock diversification products, shaping user-focused features while influencing both product and marketing strategy.
As the founding designer at a fintech startup, I led end-to-end designs for tax-efficient stock diversification products, shaping user-focused features while influencing both product and marketing strategy.
