Bob Gillooly

Elmwood Wealth Management, Inc. (EWM) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded in 2012 by Robert Gillooly and Shannon Lemon. EWM provides discretionary and non-discretionary asset management services to individuals, families, trusts, estates, conservatorships, foundations, retirement plans, 529 plans, donor advised funds, pension and profit-sharing plans.

CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.

Chicago Mercantile Exchange Inc. operated a stock exchange. The company was founded on November 13, 2000 and was headquartered in Chicago, IL.

Merus Capital Management Co. LLC (Merus Capital) is a venture capital firm founded in 2007 by Sean Dempsey, Salman Ullah and Peter Hsing. The firm is headquartered in Menlo Park, California.

Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.