Bruce Ansel Mandel

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients.

KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions.

The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA.

Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch.

Focused Investors LLC (FI) is an independent, SEC-registered investment management firm headquartered in Los Angeles, California. The firm was founded in 2006 by Bruce Veaco. FI manages assets for institutional clients including corporations, employee benefit plans, foundations, and endowments as well as high net-worth individuals. The firm is the general partner for the Focused Investors Fund LP and also advises separately managed accounts.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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

Security National Bank (Private Banking) (dba Security National Wealth Management) is the private banking division of Security National Bank, a locally owned bank headquartered in Sioux City, Iowa. The firm was founded in 1884 and is a subsidiary of Security National Corp. (OTCMKTS: SNLC). Security National Wealth Management offers highly customized investing plans for client’s specific life goals and financial needs over generations.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Part of Northrop Grumman Corp., Logicon, Inc. is a provider of advanced technology systems and services to government and industry. The company is based in Torrance, CA. Logicon was acquired by Northrop Grumman Corp. on August 01, 1997 for $976.41 million.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Peoples Bank & Trust operates as state chartered commercial bank. It provides personal banking, business and online banking. The company is headquartered in Buford, GA.

The American Institute of Architects operates as a professional association of architects. It provides support services for architects who wants to continue education experience and maintain their licensure; web-based resources; and conducts market research and provides analysis of the economic factors that affect the business of architecture. The company was founded by Richard Upjohn, H. W. Cleaveland, Henry Dudley, Leopold Eidlitz, Edward Gardiner, Richard Morris Hunt, J. Wrey Mould, Fred A. Petersen, J. M. Priest, John Welch, Richard Upjohn Jr., Charles Babcock, and Joseph C. Wells on February 23, 1857 and is headquartered in Washington, DC.

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.

DKMS Americas is a bone marrow donor center. The firm develops, organizes and operates bone marrow drives with the intention of saving the lives of patients. The company was founded in 2004 by Katharina Harf and is headquartered in New York, NY.

RVC Seattle is a non-profit company that focuses on making philanthropy work for communities of color through the Social Justice League. The company is based in Seattle, WA and was founded in 2014 by Vu Le. The company provides overviews, white papers, and annual reports.

Catalina Island Conservancy develops and implements conservation programs. The company was founded in 1972 and is headquartered in Avalon, CA.

Part of Anywhere Real Estate, Inc., STB Brokerage LLC is a company that provides real estate brokerage services. The company is based in Birmingham, MI.