The Baum Foundation

Westend Capital Management is a financial services firm based in San Francisco, CA, specializing in investment management and advisory services for individual and institutional clients. The company focuses on providing personalized financial solutions tailored to meet the unique goals and risk profiles of its clients. With a team of experienced professionals, Westend Capital Management offers a range of investment strategies and portfolio management services to help clients navigate the complexities of the financial markets. The firm prides itself on its commitment to transparency, integrity, and delivering sound financial advice to assist clients in achieving their long-term financial objectives. Generated from their business information

VERITY Wealth Advisors, founded in 2003 by Evan Oliver, offers comprehensive financial advisory services with a focus on individual client needs. With a background in managing equity and equity derivative businesses at Merrill Lynch and expertise in convertible bonds from Salomon Brothers, Evan brings over a decade of experience in working with large institutional investors. Ryan Beckler, part of the team for over ten years, specializes in client service and oversees the firm's performance reporting system. He enhances the operational efficiency of the firm while ensuring that clients receive exceptional support tailored to their financial goals. Generated from the website

Demeter Group is a boutique investment bank based in San Francisco, CA, specializing in providing financial advisory services to consumer and retail companies. The firm offers expertise in mergers and acquisitions, capital raising, and strategic advisory, catering to clients seeking guidance on transactions within the consumer sector. Generated from their business information