Peter Moon Yoon

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

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.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

Fiduciary Investment Management International, Inc. (FIMI) is a wealth management firm headquartered in Washington, DC. The firm was founded in 1998 and is a subsidiary of Fiduciary International Holding, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FIMI provides investment advisory and portfolio management services to registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

National Center for Healthcare Leadership provides health, wellness and fitness services. The company was founded by Gail L. Warden and Marie E. Sinioris and is headquartered in Chicago, IL.

The Trump Organization, Inc. provides real estate development services. The company was founded in 1980 and is headquartered in New York, NY.

Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals.

Food Bank of Contra Costa & Solano distributes perishable and non-perishable food items to those who cannot afford to keep enough food. It also offers its inventory for other non-profit organizations such as emergency food pantries, soup kitchens, shelters, and daycares. The company was founded by Linda Locke and Larry Sly in 1975 and is headquartered in Concord, CA.

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

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.

Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA.

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.

Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY.

BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Fremont Realty Capital LP is a real estate private equity business unit of the Fremont Group and was founded in the year of 1997 by Claude J. Zinngrabe, Jr. The firm is headquartered in San Francisco, California.