Pat Brown, MBA is a seasoned wealth advisor, financial educator, and advocate for high-net-worth and ultra-high-net-worth individuals navigating the complexities of concentrated stock positions and generational wealth management. With more than two decades of experience in financial services and private wealth management, Pat has earned a reputation for helping successful founders, executives, entrepreneurs, and family offices transform financial complexity into clarity and long-term confidence. His advisory work focuses on building customized strategies that address the nuanced challenges of concentrated equity exposure, liquidity events, multi-generational legacy planning, tax optimization, risk mitigation, and philanthropic giving. A former Division I athlete at the University of Kansas and a graduate with an MBA, Pat brings a unique blend of discipline, strategic thinking, and client-centered advocacy to his practice. Over the years, he has helped guide countless clients through the process of unwinding concentrated stock positions-crafting tax-efficient, risk-managed diversification strategies that align with their broader wealth and legacy goals. Pat's passion extends beyond individual client work. He is the founder of UltraAffluent.com and UnwindingConcentratedStock.

com, platforms dedicated to advancing financial literacy and providing educational resources tailored to the ultra-affluent community. His writing, speaking, and teaching emphasize empowerment through knowledge, helping individuals and families gain the clarity and confidence needed to steward significant wealth with intention and impact. Known for his warm, approachable style and ability to distill complex financial concepts into actionable insights, Pat remains deeply committed to his mission: helping successful individuals not just accumulate wealth, but preserve it, grow it strategically, and pass it on with purpose. When he's not advising clients or writing, Pat enjoys spending time with his family, staying active, and continuing his lifelong commitment to learning. He believes that true wealth management isn't just about numbers-it's about creating lasting legacies that reflect a life well-lived and values well-shared. To learn more, visit www.unwindingconcentratedstock.com or connect with Pat at info@unwindingconcentratedstock.

com.