Marian Lee

Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

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.

Mountain Pacific Investment Advisers, Inc. (Mountain Pacific) is an independent registered investment advisory firm headquartered in Boise, Idaho. Founded in 1973, Mountain Pacific provides investment advisory services to individuals, high net-worth individuals, trusts, estates, pensions, profit-sharing plans, corporations and other businesses, charitable organizations, and foundations.

Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds.

Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts.

Draper Associates Inc. (Draper Associates) is a venture capital subsidiary of Threshold Ventures, Inc. founded in 1985 by Timothy Cook Draper. The firm is headquartered in San Mateo, California.

Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations.

Founded in 1989, Jefferson Research & Management is an independent investment research and advisory firm located in Portland, Oregon. The firm provides investment research to institutional investors and investment management services to individuals

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.

The Oregon Community Foundation provides fund raising and community development programs. OCF works with individuals, families, businesses and organizations to create charitable funds to support the community causes they care about. The company was founded by William Swindells in 1973 and is headquartered in Portland, OR.

Medical Teams International is a non profit organization that provides health services. The firm offers medical, dental care, humanitarian aid, and holistic development programs. The company was founded by Ron Post in 1979 and is headquartered in Tigard, OR.

Oregon Venture Fund (Oregon Venture Fund) is a venture capital subsidiary of The Oregon Entrepreneurs Network founded in 2007 by Eric J. Rosenfeld and Bob Ward. The firm is headquartered in Portland, Oregon.

Saudi Fal Co. Ltd. engages in manufacturing, importing and supplying petroleum control systems. It also provides start-up, configuration, maintenance, trouble-shooting and spares support services. They also offer products such as distributed control system (DCS), field instrumentation and control valves. The company was founded by Fahad Mohammed Saleh Al Athel in 1984 and is headquartered in Al-Khobar, Saudi Arabia.

London Ashford Airport Ltd. owns and operates airport. Its services include ground handling equipment, film and location services, aircraft maintenance, hangarage, long term parking and aircraft cleaning. The company is headquartered in Kent, the United Kingdom.

Cordant, Inc., dba Cordant Wealth Partners (Cordant), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Portland, Oregon. The firm was founded by William Anfuso in 2009 and formerly known as Private Wealth Northwest, Inc. Cordant offers financial planning and portfolio management services to individuals, high net worth individuals, trusts, estates, and corporations or other businesses.

CoinLab, Inc. makes digital currencies more accessible, widespread and easy for use around the globe. Its an merging umbrella group for cultivating and launching innovative bitcoin projects. The company was founded by Peter Vessenes, Mike Koss and Tihan Seale in 2011 and is headquartered in Bainbridge Islan, WA.

Probabilities Fund Management LLC is an investment management company that provides tactical strategies for "buy and hold" investors. The private company is based in Bellevue, WA and was founded in 2007 by Joseph Brian Childrey, who has been the CEO since then. The company aims to provide exposure to liquid alternatives that outperform the S&P 500 over the long run while providing low correlation. The company also aims to reduce equity exposure during high probability of downside risk and increase equity exposure during high probability of upside reward. The company's strategy incorporates behavioral finance principles and trend following.

IdeaTek Telcom LLC provides fiber-based broadband services. It offers fiber internet, fixed wireless internet, and home phone service. The company was founded by Daniel P. Friesen in 2015 and is headquartered in Buhler, KS.

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).