Dave W. Staats

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

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.

Mountain Pacific Investment Advisers, Inc. (Mountain Pacific) is an independent registered investment advisory firm headquartered in Boise, Idaho. Founded in 1973, Mountain Pacific provides investment advisory services to individuals, high net-worth individuals, trusts, estates, pensions, profit-sharing plans, corporations and other businesses, charitable organizations, and foundations.

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

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

Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Davis Wright Tremaine LLP provides legal services. It is a national business and litigation law firm representing businesses based throughout the United States and around the world. The company was founded in 1908 and it is headquartered in Seattle, WA.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Washington Society of Certified Public Accountants offers various benefits to advance the careers of CPAs, including continuing professional education and networking opportunities. The non-profit company is based in Bellevue, WA. Additionally, the WSCPA has compiled mental health resources for employees and managers to help them adjust their business operations and serve clients during the Coronavirus pandemic.

Heckscher, Teillon, Terrill & Sager PC is a law firm that specializes in personal, trust, and estate law. The private company is based in West Conshohocken, PA. The company's team of attorneys has a wide range of skills and experience that allows them to come up with innovative solutions to help clients and their families achieve their goals. These goals may include wealth preservation, philanthropy, business succession, continuity, or stability for future generations.

Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families.

Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.

Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA.

The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations.

Quilt Data, Inc. operates as a data package manager. The company was founded by Kevin Moore and Aneesh Karve and is headquartered in San Francisco, CA.

Providence St. Joseph Health operates as a non-profit organization which provides mental healthcare services. It operates hospitals, long-term care facilities, hospice and home health programs, housing units, and physician clinics. The company was founded in 1912 and is headquartered in Renton, WA.

Zoic Capital LLC (Zoic Capital) is a venture capital firm founded in 2014 by Neal Mody and Eric Tan. The firm is headquartered in Seattle, Washington.

Microtraction (Microtraction) is a venture capital firm founded in 2017 by Yele Bademosi. The firm is headquartered in Lagos, Nigeria.

imagiLabs AB develops and distributes mobile education platform for hardware devices. Its tool enables to teach young girls coding, and creates programmable accessories with an embedded LED matrix. The company was founded by Beatrice Lonascu, Alexa Edström, and Dora Palfi and is headquartered in Stockholm, Sweden.

Hiber AB develops online games. The company was founded by Mattias Johansson and Michael Yngsjo in and is headquartered in Gothenburg, Sweden.

Oath Health Inc. provides pediatric primary care services. The company is headquartered in San Francisco, CA.

Voicemod SL develops an application that modulates voice in real time. The company was founded by Criado Juan Bosch, Criado Fernando Bosch and Criado Jaime Bosch and is headquartered in Valencia, Spain.

Mini Fund Global LLC (Mini Fund) is a venture capital firm founded in 2020 by Eros Resmini. The firm is headquartered in San Francisco, California.