Whelan Capital Management

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with connections to Asia. With over 15 years of industry experience, the team is dedicated to developing long-term relationships and offering tailored strategies for investment, liquidity, and estate planning. Supporting the group's mission, Wealth Management Associate Danyi Gu focuses on navigating complex cross-border regulations and assisting clients with international stock transfers and fiscal compliance. Together, they leverage the global resources of UBS to ensure clients successfully preserve and pass on their wealth to future generations. Generated from the website

Altamont Capital Partners is a private equity firm based in Palo Alto, California, established in 2010, that specializes in transforming and scaling lower-middle market companies. With over $4 billion of capital under management, the firm emphasizes long-term control investments and partners with management teams to implement proven business-building strategies across various sectors, including Industrials, Business Services, Financial Services, and Franchising. The firm's approach is centered on operational and strategic improvements rather than financial engineering, allowing them to act as hands-on partners in the development of their portfolio companies. Altamont's team is composed of experienced professionals who provide significant support tailored to each company's unique needs, leveraging their deep industry expertise and extensive networks to drive success. Generated from the website

GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products.