Tom Boczar is CEO of Intelligent Edge Advisors. Tom is expert in the discipline of single-stock risk management, and has structured and arranged the execution of billions of dollars of single-stock hedging and monetization transactions. Tom is a prolific researcher and has authored over fifty published articles, a number of which have won prestigious awards, on issues related to concentrated wealth and the taxation of financial instruments, products and transactions. Tom holds an LL.M. (Taxation) from NYU School of Law, and a J.D., MBA and Masters in Professional Accounting from the University of Miami. Tom holds an Advanced Professional Certificate in Estate Planning from NYU School of Law, and earned the CFA Institute’s CFA designation and IMCA’s CPWA designation. Tom is admitted to the bar in NY and CT.