Matthew Adams Krensky

Regis Management Co. LLC (Regis) is a SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2000 by Robert Burlinson and John Freidenrich. They were acquired by Mercer Advisors, Inc. in 2022. Regis provides portfolio management and investment advisory for private clients, foundations and endowments.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.