Gillian F. Goldman

Harold Davidson & Associates, Inc. provides investment advice services. The company was Founded in 1972 and is headquartered in Los Angeles, CA.

Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals.