Paul Sanford

TriLinc Advisors LLC provides investment advice. The company was founded in April 2012 and is headquartered in Manhattan Beach, CA.

TriLinc Global LLC (TriLinc Global) is a private equity firm founded in 2008 by Gloria S. Nelund. The firm is headquartered in California, New York.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.