David A. Selig - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing customized financial strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. With over 15 years of experience, the team is committed to building long-term relationships through quality client service and comprehensive wealth management solutions. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group by navigating complex cross-border regulations and ensuring fiscal compliance for international clients. Together, the team focuses on delivering tailored financial advice that addresses the intricate needs of their diverse clientele. Generated from the website

Dorian Khouri is a seasoned Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., located in Los Angeles, California. With a focus on Private Wealth Management, he and his team are dedicated to offering tailored financial advice that aligns with clients' complex investing, planning, and financing priorities. Recognizing the importance of long-term relationships, the team strives to provide customized financial strategies and quality client service. Dorian Khouri and his associates leverage their extensive expertise in investment management and estate planning to help clients confidently pursue their wealth management goals. Generated from the website

Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston and Providence and over $60 billion in assets under management, the company manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients. With over 40 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.