🎧 Managing Tech Millions: The Pivot to Becoming Your Portfolio's CEO

Hello Tech Millionaires,

Welcome to the first edition of Managing Tech Millions, where we explore how to take control of your financial future by running your portfolio like a business.

Whether you're fresh off a sudden wealth event like an IPO or looking to divest out of your equity compensation, or building a generational portfolio, this is your go-to guide for building a business that works for you—and generations to come.

🚀 From Golden Handcuffs to Golden Ticket

Many tech professionals believe equity compensation is their golden ticket to financial independence.

But here’s the twist: it often becomes a trap—golden handcuffs that tie you to your job.

The good news?

Those same golden handcuffs can transform into the golden ticket you’ve been chasing.

It’s all about shifting from money maker to a money manager.

You don’t just have a portfolio; you’re the CEO of a financial enterprise that can grow and sustain your wealth.

🎙️ Meet the Podcast: Managing Tech Millions

In this new iteration of my newsletter and podcast, we’re zeroing in on a critical mission: helping high-earning tech professionals transition from managing the grind to managing their wealth.

After my own IPO in 2012, I found myself overwhelmed.

Despite celebrating a seven-figure wealth event, I had no roadmap to manage it effectively.

Over the last 12 years, I’ve built and mananged my portfolio to my own W-2 exit.

Along the way, I also developed the WealthOps Framework—a systematic way to manage and grow wealth inspired by DevOps principles.

Here’s what we’re diving into on Manage Tech Millions:

• How to Diversify: Breaking free from overexposed positions.

• Private Equity Basics: Getting started with alternative investments.

• Portfolio Architecture: Structuring for growth, income, and tax efficiency.

• Income Generation: Evaluating and Selecting Risk-Appropriate Income Assets

• Succession Planning: Setting up a multi-generational legacy.

🎯 Who This is For

This newsletter—and the podcast—is tailor-made for tech professionals with $1M+ in equity compensation who are ready to:

• Diversify their wealth beyond a single asset.

• Build a systematic approach to managing their finances.

• Create a scalable portfolio that serves both their present and future.

Not quite there yet?

Stick around! You’ll gain insights that prepare you for when the time comes.

📢 What’s Coming Next?

On the next podcast episode, I’ll break down the WealthOps Framework step by step. Think of it as your blueprint to becoming the CEO of your portfolio.

In the meantime, check out these episodes for a deeper dive:

• Episode 39: The 50-50 Portfolio Strategy (Audio) (Video)

• Episode 60: Income-Bearing Assets (Audio) (Video)

• Episode 83: Evergreen Portfolio Strategy (Audio) (Video)

• Episode 84: Exit Planning (Audio) (Video)

🗓️ Don’t Sleep on 2025

Starting this year, we’re launching the WealthOps Collective, a community designed to support you as you build and run your portfolio.

Expect free monthly workshops, actionable strategies, and a network of like-minded professionals ready to share their journey.

This is the first week out of the gate, so some branding changes and other things are still coming. We are just getting started.

Ready to take the next step?

Subscribe to the podcast, join our YouTube channel, and sign up for our email list at Sign up here

Together, we’re redefining wealth management for tech professionals. See you on the journey to financial independence!

Best / Christopher Nelson
Founder, Managing Tech Millions

Tech Equity & Money Talk will be rebranded to Managing Tech Millions over the next couple weeks, so enjoy this while it lasts! 😀 

If you like the podcast, support us by leaving a review; please do that now! (LINK)

088🎙️ The Pivot to Managing Tech Millions

🎙️ Big changes are here! Discover why we’ve pivoted to Managing Tech Millions—our mission to help tech professionals deeply master wealth management.

Learn how to shift from money maker to portfolio CEO, manage equity compensation, and build a scalable financial future.

This is the start of something transformative—don’t miss it!

WealthOps in Action: Managing Wealth Live and Unfiltered

Welcome to WealthOps in Action, where I take you behind the scenes of my portfolio management journey.

This isn’t hypothetical or a polished case study—it’s my hard-earned equity and money being managed in real-time.

My goal?

To help you learn from my decisions, strategies, and even missteps as I execute the WealthOps framework live.

Why Share My Portfolio?

Most wealth management advice feels disconnected from reality.

I’ll be sharing weekly highlights here, showcasing the moves I’m making and the strategies I’m executing.

For those who want the full, unfiltered experience, my private community, the WealthOps Collective, offers an all-access look. (hit reply to this email with “curious” if you are)

There, you’ll see it all—no filters, just raw insights and real-world lessons from managing wealth as a business.

What You’ll Learn

Throughout the year, I’ll provide updates on how I’m navigating key aspects of my financial strategy:

• Divestiture Strategies:

  • How I’m reducing overexposure to high-risk positions.

  • Tactical moves to balance my portfolio for stability and growth.

• Investment Moves:

  • Where I’m deploying capital, including private equity opportunities and income-producing assets.

  • The decision-making framework I use to align investments with my goals.

• Operational Excellence:

  • How I structure and streamline portfolio management to save time and optimize returns.

  • Tools, systems, and processes that make managing millions efficient and effective.

A Real-World Look at Wealth Management

This series is a “live fire exercise” in managing a portfolio. You’ll see what works, what doesn’t, and how it’s possible to build a scalable, generational financial system.

Follow here for highlights, or join the WealthOps Collective for the complete journey!

When you are ready, there are 3 Ways I can Help You:

1.) Start up-leveling your knowledge - 🎧️ Follow our Podcast

2.) Get our detailed How To Videos- 📺️ Subscribe to our Channel

2.) Accelerate your actions, work with me 🧠 Book a 1:1 coaching session

Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.