Gary Kirshner

Part of Element 78 Partners LLC, Profit Enhancement Systems LLC provides IT consulting services. The company is based in Franklin, TN. John Cataldo has been the CEO of the company since 2005. Profit Enhancement Systems was acquired by Element 78 Partners LLC on July 05, 2022.

East West Bank operates as an independent bank. The firm provides commercial banking services. The company was founded by John M. Lee in 1973 and is headquartered in Pasadena, CA.

First Citizens Asset Management, Inc. (FCAM) is a SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2006 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which is owned by First Citizens Bancshares, Inc. (NASDAQ: FCNC, OTCMKTS: FIZN). FCAM provides sub-advisory services to First Citizens Investor Services, Inc. (FCIS) and SVB Wealth LLC (SVBW) and indirectly provides investment advice to individual persons, trusts and other clients of FCIS.

CapFin Partners LLC (Capfin Partners) is a private equity subsidiary of CapFinancial Group founded in 2008 by Daniel H. Kim. The firm is headquartered in Los Angeles, California.

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.