Jack R. Bertges

Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

Dotdash Media, Inc. operates an online website. It provides internet news, information, entertainment services and web sites grouped into channels such as arts, hobbies, shopping, and sports. It operates through the following brands: Verywell, The Spruce, The Balance, Investopedia, Lifewire, Byrdie, MyDomaine, TripSavvy, Brides, Liquor.com, and ThoughtCo. The company was founded by Scott Kurnit in 1996 and is headquartered in New York City, NY.

Philips Electronics Ltd. manufactures and distributes lighting products. Its products include incandescent and halogen, compact and standard fluorescent, automotive, high intensity gas discharge and special lamps, fixtures, and advance ballasts. The company offers lighting applications such as downlights, spotlights, and wall washing. Philips Electronics was founded in 1934 and is headquartered in Markham, Canada.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

California Bankers Association provides legislative advocacy and regulatory advocacy to the banking industry. The non-profit company is based in San Francisco, CA and has subsidiaries in United States. Simone F. Lagomarsino has been the CEO of the company since 2017.

National Alliance on Mental Illness provides treatment for mental disorder patients. The firm helps people in the United States who have severe mental illnesses such as autism, bipolar disorder, major depression, obsessive-compulsive disorder, and schizophrenia. The company was founded in 1979 and is headquartered in Arlington, VA

Delta Dental of California provides dental services. It offers traditional fee-for-service, dental PPO & HMO program options for groups, individuals, and families. The company was founded by F. Gene Dixon in 1955 and is headquartered in San Francisco, CA.

YMCA of the USA is a non-profit organization which provides health and social services. The firm offers adventure guides, aquatics, arts, camping, child care, health and fitness, adults, scuba, and sports programs to communities and families in the United States. The company was founded by George Williams in 1844 and is headquartered in Chicago, IL.

Sony Electronics, Inc. manufactures consumer electronics products. Its products include televisions and home theater, projector, blu-ray and DVD players, head phones, audio systems, digital voice recorders, cameras, mobile tablets and smart devices. The company was founded in 1950 and is headquartered in Park Ridge, NJ.

The Catholic Mutual Relief Society of America provides comprehensive property, casualty, and employee benefit packages tailored to the specific needs of its members. Its services include claim administration, risk management, and member services. The company was founded in 1889 and is headquartered in Omaha, NE.

Performing Arts Center of Los Angeles County is a non-profit organization, which focuses on the management and operation of the Music Center. Its activities include performances such as dance, music, opera, theatre, outdoor events, guest events, and films. The organization was founded on December 6, 1964 and is headquartered in Los Angeles, CA.

Western Independent Bankers Association is a business association. The non-profit company is based in San Francisco, CA. Michael R. Delucchi has been the CEO of the company since 2015.

Bay Area Sports Hall of Fame is a non-profit organization that operates in the sports industry. The non-profit company is based in San Francisco, CA.

The San Francisco Chamber of Commerce is a business organization that represents the interests of companies in the San Francisco area. The non-profit company is based in San Francisco, CA.

Roman Catholic Archdiocese of Los Angeles offers inspiration, education and ways to grow spiritually. The company is headquartered at Los Angeles, CA

Part of CommonSpirit Health (Illinois), Catholic Healthcare West (Nevada) is a healthcare network that offers inpatient, outpatient, ancillary, and wellness services in Northern Nevada. The health system operates a fully-integrated medical group with over 50 providers and provides comprehensive treatment options and compassionate patient care for expert orthopedics care. Saint Mary's Health Network, a 380-bed acute care hospital in Las Vegas, NV, offers all inpatient, outpatient, and wellness services for all ages. The network also offers a walk-in clinic and urgent care for patients. Additionally, Saint Mary's Health Network provides patient information and resources to ensure a comfortable and safe stay. The network is proud of its volunteer program's history and the valuable service it provides to the community.

Phoenix Investors LLC engages in the provision of investment services. It manages investments portfolios for individuals, families, trusts, foundations, and retirement plans. The company was founded by Frank P. Crivello in 1994 and is headquartered in Milwaukee, WI.

Boys & Girls Clubs of San Francisco is a community-based organization that offers high-quality programs to youth aged six to 18 in first-class facilities. Boys & Girls Clubs of San Francisco inspires and enables young people to realize their full potential as productive, responsible, and caring citizens. The non-profit company is based in San Francisco, CA, and has subsidiaries in the United States. The organization has a 129-year track record of meeting the needs of children and families, primarily from at-risk circumstances. The company welcome 1,850 youth each day to their 14 locations, including eight clubhouses, four school-based clubs, a city park, and Camp Mendocino, a 2,000-acre residential summer camp. The organization focuses on academic success, healthy lifestyles, good character & community engagement, and job readiness with earning potential to prepare their club members to be “ready for life” by age 18.

Talenthouse, Inc. operates a platform for artists, providing opportunities for recognition, collaboration and compensation. The firm helps to promote tours, album or film releases and other projects. It also offers its services through social networking sites. The company was founded by Maya Bogle, Michael Hirschbrich, Amos Pizzey and Roman Scharf in 2009 and is headquartered in Los Angeles, CA.