Jewon Wee is Managing Director and National Practice Leader for Independent Stock Plan Advisors LLC (ISP Advisors), a boutique consultancy with offices in several locations within the United States, including Massachusetts (HQ), California, New Jersey, New York, and Florida.
ISP Advisors is one of the fastest growing equity plan consulting firms. Since 2009, ISP Advisors has been engaged by over 80 corporate clients to provide domestic and global incentive pay program design, compliance and vendor optimization advisory services, and plan operational support services.
Jewon has been a trusted advisor to small to large multinational employers for over 18 years. Leveraging his unique combination of advisory, outsourcing, and brokerage expertise, he collaborates with his clients to address the complex plan design, compliance, strategic communication and administrative challenges associated with global share plans in a highly cost effective manner.
Prior to founding the firm, Jewon was Vice President with Fidelity Investments. As a senior member of Fidelity’s stock plan product organization, he oversaw the development of innovative technology and people-based outsourcing solutions for globally offered stock plans. He joined Fidelity from Ernst & Young, where he advised clients on all aspects of designing and operating global assignment programs and global share plans, including tax, regulatory, payroll compliance, HR, financial, and administrative consideration.
Jewon has served as a member of the Board of Directors of Global Equity Organization since 2005. He received his degree in Economics from Boston College, and has held FINRA Series 7, 24 (General Securities Principal), 63 designations, as well as an IRS Enrolled Agent designation.