Alan K. Chuang

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Business Edge Solutions & Training Ltd. provides specialized training and development consultancy services on designing and delivering products and services in Personal, Sales, Leadership, Team and Marketing Effectiveness. The company’s clients include Altana Pharma UK, Altana Pharma US, Schering Healthcare, Roche, BMS, Sanofi Synthelabo, Elan UK and many more. The firm headquartered in St. Albans, UK.

Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

AR Asset Management, Inc. (ARAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Hollywood, California. The firm was founded by Anita Rosenstein in 1982. ARAM provides investment management services to individuals, investment limited partnerships, trusts, estates, charitable organizations, corporations and business entities.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Citibank NA (Taipei Branch) is based in Taipei, Taiwan. Part of Citigroup, Inc., Citibank NA (Taipei Branch) is a bank.

Part of Chevron Corp., Union Oil Company of California, Inc. is a company that explores and markets petrol. The company is based in El Segundo, CA. Union Oil Company of California was acquired by Hilcorp Energy Co. from Chevron Corp. on January 01, 2012.

Adobe Oil & Gas, Inc. operates oil and gas investment partnerships. It purchases all or a portion of the perpetual mineral interest, royalty interest and non-producing minerals. The company is located in eight states. The firm was founded by Robert Adkins and is headquartered in Arlington, TX.