Brian B. Clark

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Services Group of America, Inc. is a holding company, which engages in the provision of foodservice solutions. It offers broadline and systems distribution; fresh produce marketing; custom meat cutting and processing; transportation management and third party logistics; and real estate development and management. The company was founded by Thomas J. Stewart in 1967 and is headquartered in Scottsdale, AZ.

Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Davis Wright Tremaine LLP provides legal services. It is a national business and litigation law firm representing businesses based throughout the United States and around the world. The company was founded in 1908 and it is headquartered in Seattle, WA.

Edifecs, Inc. provides software solutions for healthcare industries. The firm?s services include implementation services, adoption and managed services. It also offers administrative simplification, revenue growth and value based care products. The company was founded by Gurpreet Singh in 1996 and is headquartered in Bellevue, WA.

The Washington Society of Certified Public Accountants offers various benefits to advance the careers of CPAs, including continuing professional education and networking opportunities. The non-profit company is based in Bellevue, WA. Additionally, the WSCPA has compiled mental health resources for employees and managers to help them adjust their business operations and serve clients during the Coronavirus pandemic.

Spirox Ventures (Spirox Ventures) is a private equity subsidiary of Spirox Corp founded in 2011. The firm is headquartered in Sunnyvale, California.

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 CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA.

Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.

Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families.

Heckscher, Teillon, Terrill & Sager PC is a law firm that specializes in personal, trust, and estate law. The private company is based in West Conshohocken, PA. The company's team of attorneys has a wide range of skills and experience that allows them to come up with innovative solutions to help clients and their families achieve their goals. These goals may include wealth preservation, philanthropy, business succession, continuity, or stability for future generations.

Blackhawk Partners, Inc. (Blackhawk Partners) is a private equity firm founded in 2008 by Ziad K. Abdelnour. The firm is headquartered in New York.

Providence St. Joseph Health operates as a non-profit organization which provides mental healthcare services. It operates hospitals, long-term care facilities, hospice and home health programs, housing units, and physician clinics. The company was founded in 1912 and is headquartered in Renton, WA.

Zoic Capital LLC (Zoic Capital) is a venture capital firm founded in 2014 by Neal Mody and Eric Tan. The firm is headquartered in Seattle, Washington.

Microtraction (Microtraction) is a venture capital firm founded in 2017 by Yele Bademosi. The firm is headquartered in Lagos, Nigeria.

WestRiver Management LLC (WestRiver Management) is a venture capital firm founded in 2002 by Erik J Anderson. The firm is headquartered in Seattle, Washington.

SVB Capital Management LLC (SVB Capital Management) is a venture capital arm of SVB Financial Group founded in 2000 by Aaron Gershenberg and Gregory Becker. The firm is headquartered in Santa Clara, California.