Charles J. Wallace

Florida Rock Industries, Inc. provides sand, gravel, and crushed stones to the construction industry. The company also manufactures concrete block, ready mix concrete, and masonry cements. It serves commercial, industrial, residential, and governmental construction companies. The company was founded in 1929 and is headquartered in Jacksonville, FL.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds.

Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Continental Advisors LLC is an independent hedge fund manager headquartered in Chicago, Illinois. The firm was founded by David Purcell in 1999 and provides investment management services to various private pooled investment funds.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA.

Teach For America, Inc. provides teachers and educational services to communities. It operates as corps of recent college graduates and professionals of various academic majors and career interests. The company?s corps members commit to teach in urban and rural public schools. The firm also offers early childhood education, math and science, and teach for all initiatives to address needs in education. Teach For America was founded by Wendy Kopp in 1990 and is headquartered in New York, NY.

West Virginia Bankers Association, Inc. provides trade associations and financial services. It offers variety of classes, seminars, schools, and conferences. The company was founded in 1891 and is headquartered in Charleston, VA.

Bank Policy Institute is a nonpartisan public policy, research, and advocacy group that represents the leading banks in the United States. The private company is based in Washington and has subsidiaries in the United States. The American company's mission is to support the economy, consumers, and the financial system by providing daily assistance.

The Business Council operates as an organization of business leaders. The company is headquartered in Washington, DC.

Foundation for the Carolinas operates as a community foundation. It provides medical research, education, health and community development services. The company was founded in 1958 and is headquartered in Charlotte, NC.

United Way of Central Carolinas, Inc. is a local and regional partnership of volunteers, donors, staff, agencies and people served, that raises and distributes funds. The company was founded in 1931 and is headquartered in Charlotte, NC.

The Financial Services Forum provides financial services. The non-profit company is based in Washington. The American company was founded by Keith Anderson Carby.