Our Firm
Philosophy
Upon realizing the value and importance of having a strong finance partner, Whelk was founded to focus on providing the highest level of partnership: treat each client’s business as if it was your own. Our experience has shown us that nobody wants another consultant but rather someone who is alongside you, helping with the heavy lifting.
Build for tomorrow
Think long-term solutions and processes, not band-aids
Serve as a partner
Not just a consultant or another service provider
Go the extra mile
Delivering what’s expected, on schedule is tablestakes
Leadership
J. Brant Pallasch
Founder & Managing Member
Prior to founding Whelk, Brant was Chief Operating Officer of Strait, a high-touch fund administrator. During his tenure at Strait, Brant was a member of a leadership team that produced over 50% annualized growth. He was responsible for firm-wide operations and oversaw five different business units including accounting teams.
As the former CFO of a Dallas-based hedge fund, Brant has led all aspects of operations and accounting, including the month-end close process, annual audit and tax return preparation, daily operational support, and management company matters.
Brant began his career at Blue River Partners, rising to Managing Director, and serving as outsourced CFO to a variety of funds. While at the firm, he managed operations of the back-office that included review of financial statement packages and schedules, audit and tax liaison, and treasury management. Additionally, his responsibilities included relationship management with banks, accounting firms, brokers, and other service providers. Prior to Blue River Partners, Brant interned in the audit practice at KPMG.
EDUCATION
Southern Methodist University
Master of Science in Accounting
Bachelor of Business Administration
DESIGNATIONS
Certified Public Accountant (CPA)*
Chartered Financial Analyst (CFA)
*This firm is not a CPA firm.
Hunter Pallasch
Founder & Managing Member
Prior to founding Whelk, Hunter was a senior in the assurance practice at Ernst & Young in Dallas-Fort Worth. During his time at EY, he audited the financial statements for a variety of clients including both public and private companies across several different industries including manufacturing, food and beverage distribution, Aerospace and Defense, transportation and logistics, and retail.
While at EY, Hunter’s responsibilities included the planning and execution of engagements including process walkthroughs, test of controls, and substantive testing across all general ledger accounts, with a deep understanding of revenue recognition and inventory. He also was responsible for client communication and coordination, the implementation of data analytics-based testing, and engagement metrics and budgeting.
EDUCATION
Texas Christian University
Master of Science in Accounting
Bachelor of Business Administration
DESIGNATIONS
Certified Public Accountant (CPA)*
*This firm is not a CPA firm.