Leslie H. Beck

Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.

Rosenblum Silverman Sutton S.F., Inc. (RSS) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was founded in 1983 by Barbara Rosemblum. RSS provides individuals, families, trusts, foundations and non-profit organizations with investment and wealth management solutions to meet their financial goals.

Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.

Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Fallbrook Technologies, Inc. develops and manufactures transmission systems. Its NuVinci technology is redefining the cycling experience and attracting new riders with its smooth, continuously variable NuVinci N360 drive train and new auto-shifting NuVinci Harmony system for pedal and pedal-assist bicycles. The company was founded by Donald C. Miller in 2000 and is headquartered in Cedar Park, TX.

Novum Medical, Inc. operates as a medical device company. It engages in the development of advanced orthobiomaterials utilizing a proprietary process capable of producing structures that are both strong and porous. The company was founded by Paul K. Nichols, Jr. and is headquartered in Woburn, MA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Miller & Schroeder Financial, Inc. provides investment banking services. The private company is based in Minneapolis, MN and has subsidiaries in the United States.

Blue Oak Capital LLC (Blue Oak) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 1999 by Thomas Baker and Loren Walden. Blue Oak provides wealth management services to a select group of individuals, families, and trusts.

Export-Import Bank of the United States operates as an export credit agency. It offers working capital guarantees, export credit insurance, loan guarantees, and direct loans. The firm offers its services to brokers, lenders, congressional and government stakeholders. The company was founded by Franklin Delano Roosevelt in 1934 and is headquartered in Washington, DC.

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.

Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA.

Glovista Investments LLC (Glovista) is an independent registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Carlos Asilis and Darshan Bhatt in 2007. Glovista provides investment management services to clients through separately managed accounts and privately offered pooled investment vehicles.

Part of Cerity Partners LLC, Seton Smoke Capital Management is a company that provides financial advisory services. The company is based in Greenbrae, CA. Seton Smoke Capital Management was acquired by Brouwer & Janachowski LLC on November 11, 2008.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Menlo Park-Atherton Education Foundation, also known as MPAEF, is a non-profit organization that supports the schools in the Menlo Park City School District. The non-profit company is based in Atherton, CA. The foundation invests in arts and science, innovation and technology, guidance and wellness, and in the professional development of teachers. MPAEF offers various donation options for parent donors, business and realtor partners, and friends of MPAEF. The foundation also hosts events such as the Schoolhouse Rocks 5K, Fun Run & Festival, and partners with local restaurants and businesses to provide shopping promotions that benefit the schools.

Part of Waterland Management Holding IV BV, Geotexan SA is a producer of high-quality geomembranes made of high-density polyethylene with carbon and polymer. The company is based in Minas de Riotinto, Spain. Geotexan has worked on various projects in recent years using different types of geocomposites and geotextiles for different works. Geomeshes and geocells are products created to prevent erosion, delay the appearance of cracks and fissures, and reinforce and stabilize various projects. The CEO of the Spanish company is Enrique Figueroa. Geotexan was acquired by Bontexgeo NV on March 21, 2022.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.