Dan Ast

Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.

Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.

Investors Management Services, Inc. (IMS) is an independent, SEC-registered investment advisor headquartered in Harrison Township, Michigan. The firm was founded in 1968 and is principally owned by Kimberly Wiggins. IMS provides asset management services to individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities on either a discretionary or non-discretionary basis.

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.

DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors.

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

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.

Citizens Business Bank operates as a state commercial bank. It provides banking solutions across government and nonprofit organizations, as well as title and escrow, dairy and livestock, medical, property management and real estate industries. The company was founded in 1974 and is headquartered in Ontario, CA.

Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities.

Founded in 2006 as the result of a merge between Mullin Consulting and TBG Financial, MullinTBG is a broker/dealer headquartered in El Segundo, California. The firm is a provider of nonqualified executive benefits to which Fortune 1000 and emerging growth companies can outsource all aspects of their executive benefit, compensation and retirement income planning needs. They are a member of the NASD and the SIPC. They are a subsidiary of the Prudential Insurance Co. of America and their ultimate parent is Prudential Financial, Inc. (NYSE: PRU).

Montgomery Bell Academy provides educational services. It provides students with knowledge on academics, athletics, and fine arts. The company was founded on September 9, 1967 and is headquartered in Nashville, TN.

Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.

Ragland Corp. offers commercial wall and ceiling contracting services. The company was founded in 1994 and is headquartered in Birdsboro, PA.