Pavan W. Auman, CFA

Pavan W. Auman, CFA

Research Analyst

5 Years at AB
22 Years of experience

Pavan W. Auman is a Director and Research Analyst in Bernstein’s Wealth Planning and Analysis Group, where he specializes in quantitative modeling and research on topics including retirement planning, concentrated stock positions, and portfolio optimization. Pavan joined Bernstein in September 2014 from Charles Schwab, where he worked as a research analyst for the Schwab Investment Advisory in San Francisco. Previously, he held a variety of positions in Silicon Valley technology companies. Pavan earned dual degrees, a BA in environmental studies and a BSc in computer science, from Evergreen State College. Pavan holds an MBA with a concentration in equity valuation from Santa Clara University. He is a CFA charterholder. Location: New York

When it Comes to QSBS, Timing is Everything
Qualifying for the QSBS Exclusion
Second Act for Qualified Small Business Stock?
Higher Taxes May Be Coming. Should You Change Your Plan?
Is Your Wealth Transfer Strategy Ready for Rising Rates?
Does Tax Deferral Still Make Sense?
Business Owners: Supercharge Your Retirement with a Cash Balance Plan
What’s Your Goal in Reducing Single-Stock Risk?
Even the Best Stocks Can Sink

Even the Best Stocks Can Sink

by Pavan W. Auman, Richard Weaver

Since the market recovery began in 2009, the S&P 500 has more than tripled, with annualized total returns of 17.8%. Yet Apple’s annualized return was more than twice as high. Netflix’s and Incyte’s, roughly three times as high. Should you stay the course or jump ship if you have a large position in a big winner like any of these?

Wealth Planning


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