Alex Chivarsky is a Financial Advisor for UBS in Century City. Alex and his team are well known as a valuable resource for corporate executives and have a deep understanding of the opportunities and challenges that they face. Alex started his career with UBS in early 2006 as an Investment and Portfolio Analyst specializing in Managed Accounts, Structured Solutions and Alternative Investments. Alex earned his degree in Political Science with an emphasis in Political Theory and Philosophy from the University of California at Los Angeles (UCLA) and has earned the Certified Equity Professional (CEP®) Designation through the Certified Equity Professional Institute at the Leavey School of Business at Santa Clara University. Alex was born in Hamburg, Germany and has been living in the United States since 1986.

Dan Bird provides leadership, direction, functional expertise and consultation for the design of competitive plans and programs for BSC's senior level employee total rewards programs including base, bonus, equity, recognition, executive benefits and perquisites as applicable. Dan is the Plan Administrator for BSC’s global stock program, a member of the Morgan Stanley Client Advisory Board as well as the leader of BSC’s ongoing Pay Equity initiatives.

James Fucigna is the founder and principal of The Fucigna Group at Morgan Stanley. With more than 40 years of experience as a financial advisor, James has significant experience helping companies administer their equity compensation plans. His focus is helping executives manage their individual equity plans and integrating this important benefit to a comprehensive wealth management plan. James is a regular speaker on Executive Trading at local and national meetings of the National Association of Stock Plan Professionals (NASPP). © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

JC Nichols is an Institutional Relationship Manager at Morgan Stanley at Work, managing a portfolio of the firms’ largest clients by helping to advise and partner strategically to deliver solutions across Morgan Stanley at Work, Wealth Management and Capital Markets. He joined Morgan Stanley in 2020 and has 25 years of industry experience across a wide range of Financial Services verticals, managing large scale business transformation initiatives, with a focus on customer experience, scale and efficiency. Prior to joining Morgan Stanley, JC spent 11 years at Fidelity Investments where he was a Vice President of Strategy leading transformative strategic initiatives for Fidelity’s diverse business unit leaders.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2025 Morgan Stanley. All rights reserved.

Karen has over 38 years of dynamic experience and leadership in the equity compensation industry. In her most recent role, Karen is responsible for the global equity administration and compliance for Wave Life Sciences as well as the multi-state U.S. payroll.

Prior to this role, she held management roles in client relations and education for 3 of the largest equity administration software providers. Karen began her career with Wang Laboratories where she was responsible for equity compensation in over 50 countries. She subsequently oversaw the equity administration for Genzyme, including the administration of employee equity plans for its numerous tracking stocks.

Karen is a member of GEO (Global Equity Organization), NASPP (National Association of Stock Plan Professionals) and is a Certified Equity Professional (CEP).

She was recently honored as a Fellow of Global Equity at the 2019 GEO International Conference.

Karol is an Account Manager for Stock and Option Solutions. Additionally, she is a member of the Global Equity Organization and the National Association of Stock Plan Professionals. She has been providing stock plan administration services to a variety of clients for over 6 years.  Karol came to the world of equity compensation after 20 years managing her own successful electronic tool manufacturing business. Much of her current ability to negotiate challenging situations, identify creative solutions, and relate to her client’s ultimate needs can be attributed to her former experience as a business owner.  Karol is known for her “hands on” approach, and comprehensive expertise for plans utilizing multiple equity software programs. She attended San Jose State University for business administration and today still resides in San Jose, CA. 

Nathan is a director in PwC’s Reward and Benefits Practice. He has a wide range of experience in areas of compensation, tax, human resources, and employment law. His practice includes HR strategy, employment law compliance, executive compensation tax, incentive plan design, payroll systems and operations, and employee benefits.​

He has assisted a wide array of clients with compensation design, HR strategy, employment law compliance, executive compensation tax, incentive plan design, payroll systems and operations, and employee benefits matters. He has spent 10+ years assisting multinational companies with HR tax/incentive design matters.​

Nathan graduated from Washington University in St. Louis with a B.A. in Japanese and a minor in Chinese and received a J.D. from the University of Pennsylvania Law School.

Ron joins our team as a Wealth Strategy Associate, bringing a strong foundation of expertise in real estate and a proven track record of success. His strategic mindset and dedication to client service make him a valuable asset as he transitions into private wealth management. With a passion for helping clients navigate financial complexities, Ron draws on his real estate background to build meaningful relationships with our clients.

In addition, Ron manages a team of associates, ensuring smooth operations and delivering high-quality support across all aspects of the business.

Ron holds the Series 7, Series 66, and Life, Accident & Health Insurance licenses. He also obtained the Certified Equity Professional designation from Santa Clara University's Leavey School of Business. As an expert in equity compensation, he specializes in navigating the complexities of Restricted Sales and 10b5-1 plans, providing insiders and executives of publicly traded companies with specialized guidance in these areas.

Sharmon Priaulx is a managing director in PwC’s Boston-based Workforce Solutions practice. She practices in the area of executive compensation and other employee benefits. Sharmon consults with boards and management on the development and technical operation of qualified and non-qualified deferred compensation plans and equity arrangements. She also advises on general tax matters that arise in the compensation area, such as fringe benefits, qualified retirement plans and related payroll issues. Her clients include public and private companies, financial services entities and multinational groups.

Prior to joining PwC, Sharmon practiced at a national law firm, advising clients on retirement, equity and employee benefit plans. Sharmon has been a law school guest lecturer and speaks at seminars on topics ranging from deferred compensation compliance to payroll issues.

Sharmon has a B.A. from Columbia University, Barnard College and a J.D. (cum laude) from Villanova School of Law, where she was a member of Phi Kappa Phi and the Order of the Coif. She is admitted to the bar in Massachusetts, Pennsylvania, New Jersey and Maryland.

Sinead Kelly is a partner in Baker McKenzie’s Compensation practice. Sinead focuses her practice on executive compensation and global equity, advising on the design, administration, governance and implementation of executive and director compensation arrangements, including equity and incentive plans, deferred compensation plans, severance and employment agreements, change in control plans, bonus plans, and director compensation programs. Sinead also frequently speaks and publishes on compensation-related topics and is a contributing author to Lexis Practice Advisor and Wolters Kluwer's "Practical Guide to SEC Proxy and Compensation Rules," and a founder of the Firm's Compensation Connection blog. She is a member of the Advisory Board of the Certified Equity Professionals Institute (CEPI) of Santa Clara University and serves on the Firm's International Benefits Committee. Sinead has been recognized by Chambers USA for Employee Benefits and Executive Compensation, where clients have described her as "extremely intelligent, responsive and solution-oriented." She is a Thomson Reuters Stand-out Lawyer for 2024 and is ranked by Legal 500 as a "Leading Lawyer" for Employee Benefits, Executive Compensation and Retirement Plan Design.

Stephen Popowski is a Director in Aon’s equity valuation practice. In his current role, Stephen consults directly with management and Compensation Committees on issues related to share-based compensation programs. He frequently produces financial reporting information for a broad range of equity-based compensation instruments, especially employee stock options, stock appreciation rights, and performance units/shares. Stephen frequently performs valuations under Accounting Standards Codification Topic 718 (“Topic 718”) as well as under International Financial Reporting Standard 2 (“IFRS 2”) using Monte Carlo simulation.

Stephen previously served as the interim Head of European Equity Services, where he led Aon’s equity valuation practice in the UK and European markets. Prior to that he was the Associate Practice Leader for Aon’s CEO Pay Ratio market offering, where he advised over 100 US-based clients on compliance, modeling, statistical sampling, and communications relating to CEO Pay Ratio.

Stephen is a member of the National Association of Stock Plan Professionals (“NASPP”) and served as the Treasurer of the Wisconsin NASPP Chapter from 2019 to 2022. Additionally, Stephen publishes thought leadership around a variety of topics and is a frequent speaker at regional, national, and international conferences on Topic 718, IFRS 2, and CEO Pay Ratio. Stephen received his bachelor’s degree from Johns Hopkins University and received his master’s degree from Temple University’s Fox School of Business. Stephen is a Certified Equity Professional (CEP), Certified Executive Compensation Professional (CECP), and is an FSA Credential Holder through the Sustainable Accounting Standards Board (Value Reporting Foundation).

Tanner Chournos, CEP, is a member of the Stock Team at Asana, where he drives employee education and engagement initiatives for Asana’s global workforce. Before joining Asana, he led the Associate Service Manager Team at Morgan Stanley. Tanner holds an MBA from Western Governors University and a Bachelor of Science in Business Administration from the University of Utah. He is also actively involved in DEI efforts as a co-lead of Asana’s Team Rainbow Employee Resource Group.