Kevin E. Kelso

The Farmers Group, Inc. provides insurance management services. The company distributes policy statements, collects premiums and provides other services through its own exchanges. It offers account and insurance resources. The company was founded by John C. Tyler and Thomas E. Leavey in 1928 and is headquartered in Woodland Hills, CA.

Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Alliance for Education provides public education services. The firm’s programs include Seattle teacher residency and school account services. It offers robust fiscal sponsorship services that enable individual schools and education–related organizations to expand the base of charitable support. The company was founded in 1995 and is headquartered in Seattle, WA.

Lightfleet Corp. develops and delivers computer hardware and associated software system products. The firm produces a switch-free fabric for large-scale systems that avoids the bandwidth penalties of top-down software control. The company was founded in 2003 and is headquartered in Camas, WA.

Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

Part of AmWINS Group, Inc., G.J. Sullivan Co., Inc. is a company that provides insurance brokerage services. The company is based in Orange, CA.

Part of Heidrick & Struggles International, Inc., Sullivan & Co. is an executive search firm that specializes in the financial services industry. The company is based in New York, NY. The company was founded by Brian M. Sullivan. Sullivan was acquired by Heidrick & Struggles International, Inc. on September 08, 1999 for $16.27 million.

American Institute for Chartered Property Casualty Underwriters is a nonprofit organization, which offers educational, research, networking, and career resource solutions. It provides introductory and foundational courses and programs; functional-area courses and designation programs; management and business courses and programs; CPCU designation program; executive education; online courses and programs; and management education. The company was founded in 1942 and is headquartered in Malvern, PA.

Zurich Holding Company of America, Inc. engages in the provision of property, casualty, and specialty insurance, and risk management solutions. The company was founded on June 29, 1987 and is headquartered in Schaumburg, IL.

The Insurance Information Institute (Triple-I) was founded in 1960 and provides objective, fact-based information about insurance. The non-profit company is based in New York, NY. The company is a trusted source of unique, data-driven insights that inform and empower consumers. The company has more than 60 insurance company members, including nine of the 10 largest writers of property/casualty insurance. Triple-I's focus is to create and disseminate information, and they neither lobby on behalf of the insurance industry nor sell insurance. As a Triple-I member, individuals have access to their team of economists, actuaries, and researchers, as well as an extensive network of thought leaders from academia, business, and government.

Farmers Insurance Exchange (Investment Portfolio) (FIE-IP) is the investment portfolio division of Farmers Insurance Exchange, an insurance company headquartered in Woodland Hills, California. The firm is a wholly-owned subsidiary of The Farmers Group, Inc., which is part of the Zurich Insurance Group AG (SWX: ZURN) in Switzerland. They provide a wide range of other insurance and financial services products to individual and institutional clients. FIE-IP manages the investment portfolio of insurance clients.

Part of Corebridge Financial, Inc., American International Life Assurance Co. of New York is a company that provides life insurance services. American International Life Assurance Co. of New York is based in New York, NY. American International Life Assurance Co. of New York was acquired by The United States Life Insurance Company in the City of NY on January 05, 2011. The company was founded in 1962. The CEO is David J. Dietz.