Paul J. Boscacci

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.

The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA.

Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations.

TIAA Kaspick LLC is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 1989 and formerly known as TIAA Endowment & Philanthropic Services LLC. They are a direct subsidiary of TIAA-CREF Redwood LLC, which is ultimately held by TIAA Board of Overseers. TIAA Kaspick provides investment management and/or gift administration services to charitable organizations that have been organized to serve the educational, charitable, healthcare, religious, environmental, or social services sectors.