William David Osher

Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts.

SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners.

CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family.

Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010.

Federated MDTA LLC (dba MDT Advisers) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors.