Lan Dong is a CFA® charterholder and a financial advisor at Pinnacle Stream Capital LLC with four years of industry experience. Prior to joining Pinnacle Stream Capital in 2022, he worked at Westwood Holdings Group for 19 years. He is also a full-time student at The Master’s University. Pinnacle Stream Capital is a small, supported advisory firm that provides discretionary asset management and ongoing portfolio management primarily for high net worth individuals and institutional clients. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies tailored to client objectives, conducting quarterly reviews and offering continuous monitoring and implementation of investment programs.

Varun Singh is a CFA® charterholder and financial advisor at Pinnacle Stream Capital LLC with four years of industry experience. He previously worked at Westwood Holdings Group Inc for seven years before retiring briefly from 2019 to 2022. Pinnacle Stream Capital is a small, supported advisory firm focused on discretionary asset management for high net worth individuals and institutional clients. The firm employs a fundamental analysis-based investment process tailored to client objectives and manages a very limited client roster to maintain personalized service.