Christopher J. Harrer, Cepa - Ubs Financial Services

Westport Capital Partners is a diversified and disciplined private real estate investment firm founded in 2005, with a core team of principals boasting an average of 21 years of experience working together. They focus on long-term value creation through investments in select properties, operating companies, securities, and other real estate-related assets. With approximately $4.7 billion in assets under management and a track record of over 200 real estate investments made and 149 exited as of December 31st, 2023, Westport Capital Partners leverages institutional knowledge and an entrepreneurial team to identify and capitalize on compelling risk-adjusted investments across various sectors and cycles. Generated from the website

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong and Wealth Management Associate Danyi Gu, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth entrepreneurs, families, and their family offices. With a focus on clients with strong ties to Asia, the team navigates the complexities of cross-border business and investment, ensuring personalized strategies that preserve and grow wealth for future generations. Boasting over 15 years of experience in international wealth management, Joanne emphasizes the importance of building long-term relationships through quality client service, while Danyi supports the onboarding and fiscal compliance processes essential for international clients. Together, they leverage UBS's global resources and their extensive industry networks to deliver practical and innovative financial solutions. Generated from the website