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Jesse LaJoye,
Strategic Relationship Manager
Thomson Reuters
6300 Interfirst Drive
Ann Arbor, MI 48108
T: +1 734 253 6379 ext 6379

Tri-Merit is a professional services firm specializing in the calculation, documentation, and substantiation of R&D tax credits and other speciality tax services for companies of all sizes and across all industries. They have developed expertise and industry-leading best practices that allow them to serve client’s speciality tax service’s needs. Their highly experienced staff provides the accounting experience needed to understand unique tax credit opportunities, and the technical expertise over a wide range of industries to identify and substantiate them.

Patrick Kennedy
Senior Vice President
825 E. Rand Road, Suite 270
Arlington Heights, IL 60004
O:  +1 847 637 5677 ext. 122
M: +1 708 846 0445

Vontobel Swiss Wealth Advisors AG is a Zurich-based financial investment advisory firm. It is a member of the widely respected Vontobel Group, which has been active for almost 100 years.

Vontobel Swiss Wealth Advisors AG, with its focus on the North-American region, provides internationally diversified wealth management solutions to US investors. It is registered as an Investment Adviser with the US Securities and Exchange Commission (SEC). The firm’s key portfolio services includes: Investment Management Programs, Client Directed Advisory Programs, Multi-currency capabilities, Global diversification, Geographic separation of our clients' assets (with custody of assets in Switzerland) and US tax statements and 1099 reporting.

The combined strength of the multi-currency platform and investment expertise allows Vontobel Swiss Wealth Advisors AG to serve its clients as an exclusive and sustainable partner with tailored wealth management solutions.

Vontobel Swiss Wealth Advisors AG
Gotthardstrasse 43
8022 Zurich / Switzerland
T: +41 44 287 81 10