Charles Mustachia

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.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The Oregon Investment Council (OIC) is a state-owned pension fund manager headquartered in Tigard, Oregon. OIC is a division of the Oregon State Treasury, which invests all State of Oregon funds, which includes the Oregon Public Employees Retirement Fund (OPERF) and the State Accident Insurance Fund. They provide low-cost programs for governments and empower Oregonians.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Utah Retirement Systems (URS) is a State-owned pension fund manager headquartered in Salt Lake City, Utah. Founded in 1963, the firm provides investment benefits, as well as comprehensive health and dental, disability and life insurance benefits to active and retired Utah public employees and their beneficiaries. URS administers eight defined benefit pension systems and four IRS-qualified retirement savings plans.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

High Street Capital (High Street) is a private equity firm founded in 1997 by Joseph R. Katcha and Kent C. Haeger. The firm is headquartered in Chicago, Illinois.

United Way of Greater Los Angeles is a non-profit organisation. It creates pathways out of poverty for its most vulnerable neighbours. The company ensures long-lasting results through policy-making and influencing local leaders. It fights for the education, housing, and financial stability of everyone in LA County. The company is headquartered in Los Angeles, CA.

Woodland Park Zoo is a wildlife conservation organization that partners with Gunung Palung Orangutan Conservation to protect orangutan populations and forest habitat. Woodland Park Zoo is based in Seattle, WA. The organization provides free tickets to hundreds of human service organizations in King County through its community access program. Alejandro Grajal has been the CEO of the non-profit company since 2016.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Jonathan Club provides dining, athletics, and wellness facilities, spa services, social events, and award shows. The private company is based in Los Angeles, CA.

Alan D. Biller & Associates, Inc. (ADB) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alan D. Biller in 1982. ADB provides investment consulting services to US institutional investors.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Standish Management LLC provides fund administration services to private equity, venture capital, and real estate managers. The firm offers performance return calculations, capital call and distribution, enhanced software and analytics, international and offshore fund administration, limited partner communications, web based reporting and specialized consulting services. The company was founded by Robert Raynard, Susan Bruno Gillick, Rowena Baginski and Judy Dickinson in 2006 and is headquartered in San Francisco, CA.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).