Louis Pancoast Abel

Founded in 1975, The San Diego Foundation is a public charity that provides a permanent and growing source of funding to hundreds of nonprofit agencies serving the San Diego region. Through an effort called Understanding the San Diego Region, The Foundation joins other nonprofit organizations, community leaders, experts and government officials to address the needs of the community and build consensus for solutions. The San Diego Foundation is headquartered in San Diego, CA and has two other offices in California.

Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments).

Covington Capital Corp (Covington Capital) is a Toronto-based venture capital investment firm founded 1994. The firm is headquartered in Toranto, CA.

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.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Rosemont Investment Partners LLC (Rosemont Investment Partners) is a private equity firm founded in 2000 by Charles B. Burkhart. The firm is headquartered in Conshohocken, Pennsylvania.

Part of Lloyds Banking Group Plc, Lloyds Bank Plc (New York Branch) is a commercial banking company. The company is based in New York, NY.

KMJ Corbin & Co. LLP provides accounting, auditing, and tax consulting services. The private company is based in Irvine, CA.

Scripps Health is a non-profit organization that operates a group of health care units. It offers medical, surgical, wellness, research and support services, primary, urgent and emergency, hospice and health care, and health education classes. The company was founded by Ellen B. Scripps in 1924 and is headquartered in San Diego, CA.

Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification.

First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA.

Orange County United Way engages in providing health, education, income and housing services. It specializes in mobilizing, fundraising, advocating, volunteering and financial stability. The company was founded in 1924 and is headquartered in Irvine, CA.