Brian Farragher

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

Dotdash Media, Inc. operates an online website. It provides internet news, information, entertainment services and web sites grouped into channels such as arts, hobbies, shopping, and sports. It operates through the following brands: Verywell, The Spruce, The Balance, Investopedia, Lifewire, Byrdie, MyDomaine, TripSavvy, Brides, Liquor.com, and ThoughtCo. The company was founded by Scott Kurnit in 1996 and is headquartered in New York City, NY.

Philips Electronics Ltd. manufactures and distributes lighting products. Its products include incandescent and halogen, compact and standard fluorescent, automotive, high intensity gas discharge and special lamps, fixtures, and advance ballasts. The company offers lighting applications such as downlights, spotlights, and wall washing. Philips Electronics was founded in 1934 and is headquartered in Markham, Canada.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

California Bankers Association provides legislative advocacy and regulatory advocacy to the banking industry. The non-profit company is based in San Francisco, CA and has subsidiaries in United States. Simone F. Lagomarsino has been the CEO of the company since 2017.

Delta Dental of California provides dental services. It offers traditional fee-for-service, dental PPO & HMO program options for groups, individuals, and families. The company was founded by F. Gene Dixon in 1955 and is headquartered in San Francisco, CA.

Sony Electronics, Inc. manufactures consumer electronics products. Its products include televisions and home theater, projector, blu-ray and DVD players, head phones, audio systems, digital voice recorders, cameras, mobile tablets and smart devices. The company was founded in 1950 and is headquartered in Park Ridge, NJ.

The Catholic Mutual Relief Society of America provides comprehensive property, casualty, and employee benefit packages tailored to the specific needs of its members. Its services include claim administration, risk management, and member services. The company was founded in 1889 and is headquartered in Omaha, NE.

Western Independent Bankers Association is a business association. The non-profit company is based in San Francisco, CA. Michael R. Delucchi has been the CEO of the company since 2015.

Talenthouse, Inc. operates a platform for artists, providing opportunities for recognition, collaboration and compensation. The firm helps to promote tours, album or film releases and other projects. It also offers its services through social networking sites. The company was founded by Maya Bogle, Michael Hirschbrich, Amos Pizzey and Roman Scharf in 2009 and is headquartered in Los Angeles, CA.

Boys & Girls Clubs of San Francisco is a community-based organization that offers high-quality programs to youth aged six to 18 in first-class facilities. Boys & Girls Clubs of San Francisco inspires and enables young people to realize their full potential as productive, responsible, and caring citizens. The non-profit company is based in San Francisco, CA, and has subsidiaries in the United States. The organization has a 129-year track record of meeting the needs of children and families, primarily from at-risk circumstances. The company welcome 1,850 youth each day to their 14 locations, including eight clubhouses, four school-based clubs, a city park, and Camp Mendocino, a 2,000-acre residential summer camp. The organization focuses on academic success, healthy lifestyles, good character & community engagement, and job readiness with earning potential to prepare their club members to be “ready for life” by age 18.

The San Francisco Food Bank collects, sorts, inspects, repackages and distributes food. The company was founded in 1987 and is headquartered in San Francisco, CA.

The San Francisco Chamber of Commerce is a business organization that represents the interests of companies in the San Francisco area. The non-profit company is based in San Francisco, CA.

Roman Catholic Archdiocese of Los Angeles offers inspiration, education and ways to grow spiritually. The company is headquartered at Los Angeles, CA

Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008.

Bank of Marin (Private Banking) (Bank of Marin-PB) is the wealth management division of Bank of Marin, a business and community bank headquartered in Novato, California. The firm was founded in 1989 and is owned by Bank of Marin Bancorp (NASDAQ: BMRC). Bank of Marin-PB provides a variety of wealth management services to various clients.