Ann Yee-Kono

Operates as a bank holding company whose subsidiary provides state-chartered commercial banking services

Provides life insurance, retirement planning and financial advisory solutions

Operates as a real estate investment trust which invests in healthcare properties

Acts as Closed-End Investment Fund/Investment Trust

Western Asset is a global fixed-income investment manager committed to delivering long-term results through active management. The investment management team seeks to exceed benchmark returns while approximating benchmark risk or, for total return portfolios, within appropriate risk tolerances. The firm’s investment philosophy combines traditional fundamental and relative value analysis with an emphasis on diversification to dampen potential volatility. Issue selection is a bottom-up process that seeks to determine undervalued or overvalued securities.

Functions as a College/University

Provides investment advice services

Part of JA Worldwide, Inc., Junior Achievement of Southern California is a nonprofit organization dedicated to preparing youth aged 5 to 25 for economic success through experiential, hands-on educational programs in financial literacy, work readiness, and entrepreneurship. The company is based in Los Angeles, CA. The organization serves over 50,000 students annually across the region, offering a comprehensive, grade-specific curriculum from elementary through high school and beyond, aligned with national standards. Programs include sequential sessions for elementary students on personal economics, community roles, and entrepreneurship, as well as flexible, immersive high school programs such as JA Finance Park, JA Job Shadow, and the 3DE school model, which integrates business partnerships, project-based learning, and real-world experiences. Programs are facilitated by trained corporate and community volunteers, and the organization partners with local schools, businesses, and foundations to support program delivery and impact, focusing on measurable outcomes like improved budgeting skills, career awareness, and increased graduation rates.