Bob Moser

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

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.

GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds.

Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities.

Remitly, Inc. operates as a digital remittance company that provides mobile money transfer services. The firm enables consumers to make person-to-person international money transfers online through web and a proprietary mobile application. The company was founded by Matthew B. Oppenheimer, Shivaas Gulati, Motti Shechter and Joshua Hug in 2011 and is headquartered in Seattle, WA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

Virginia Mason Medical Center provides healthcare services. It offers primary and cancer care, diabetes center, digestive disorders, heart care, neurology and neurosurgery, medicine, surgery, urology, and orthopedics and sports. The company was founded by James Tate Mason, John M. Blackford, and Maurice Dwyer in 1920 and is headquartered in Seattle, WA.

Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a company that provides equity consulting and asset management services. The company is based in Denver, CO.

Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA.

Franciscan Health System provides health care services. It offers in-home and inpatient hospice care services. The firm owns and operates St. Joseph Medical Center in Tacoma; St. Clare Hospital in Lakewood; St. Francis Hospital in Federal Way; Franciscan Hospice House in University Place; and the Franciscan Care Center of Tacoma. The company was founded in 1891 and is headquartered in Tacoma, WA.

5th Avenue Theatre Association is a non-profit organization. It focuses on musical art. The company was founded on September 24, 1926 and is headquartered in Seattle, WA.

The Hope Heart Institute provides cardiovascular disease research, prevention, and education services. The non-profit company is based in Bellevue, WA.

Benaroya Research Institute at Virginia Mason is a non-profit organization that operates as a medical research institute. It conducts reserach for eliminating autoimmune diseases such as type 1 diabetes, rheumatoid arthritis, inflammatory bowel disease and multiple sclerosis, and immune system diseases such as allergies and asthma. The company was founded in 1956 and is headquartered in Seattle, WA.

Columbia Hospitality, Inc. provides hospitality management and consulting services. Its management services include hotels and resorts, conference centers, golf, distinctive venues, residential, asset management, consulting, and receiverships. The company was founded by John Oppenheimer in 1995 and is headquartered in Seattle, WA.

The Rainier Club is a private social club located in Seattle, WA. The club's description is simply "The Rainier Club 2022."

Virginia Mason Health System offers medical services. It is the parent company of a group of affiliated organizations including Virginia Mason Medical Center and the Benaroya Research Institute at Virginia Mason. The firm support the healthcare and research missions of the Virginia Mason Medical Center and Benaroya Research Institute at Virginia Mason. The company was founded in 1920 and is headquartered in Seattle, WA.

CTC Consulting is a premier investment consulting firm recognized for its proven ability to formulate investment strategies and its deep research capabilities focused on high-net-worth clients. Harris myCFO, LLC is a leading provider of integrated investment and wealth advisory, implementation, and reporting services for high-net-worth clients. Clients of the combined entity will be able to take advantage of a broader, deeper scope of services all backed by the financial strength of BMO Financial Group.

Amperity, Inc. operates as a marketing technology company. It develops enterprise-marketing software. The firm offers customer data strategy, advanced analytics, enablement and data architecture services. The company was founded by Derek Slager and Kabir Shahani in January 2016 and is headquartered in Seattle, WA.

Vettd, Inc. operates as a software company. It’s solutions include talent segmenting, profile marketing, organizational mapping, and application processing. The company is headquartered in Bellevue, WA.

GentiBio, Inc. engages in the development of engineered regulatory T cells (EngTregs) programmed to treat autoimmune, alloimmune, autoinflammatory, and allergic diseases. The company was founded by Adel Nada, David Rawlings, Jane H. Buckner, and Gideon Gross and is headquartered in Seattle, WA.

Network Wireless Solutions LLC is a full-service materials and logistics provider for the wireless industry. The company is based in Durham, NC and has subsidiaries in Canada. The company has been in operation since 2012 and have the ability to quickly deliver equipment and support to carriers, project managers, and general contractors. The company's team has extensive experience in working on job sites, supervising facilities, managing warehouses, developing telecom strategies, and laying the groundwork for multi-state operations. NWS offers secure storage of equipment and an efficient option to reduce building costs, personnel costs, warehousing, and logistics costs. The company was founded in 2012 by Jeff White. Xavier D. Williams has been the CEO of the company since 2022.

Blackrock, Inc. /Real Estate/ (Blackrock) is a private equity subsidiary of BlackRock, Inc founded in 2016. The firm is headquartered in New York.