Dan Burns

Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations.

Founded by Nedim Hamarat and Mary Palmer in 1984, Beekman Northwest Partners LLC is the hedge fund arm of Beekman Capital Management Ltd. They manage the Beekman Northwest Partners LP. The firm provides services for high net-worth individuals and their families, small pension and profit sharing plans and trusts. Beekman is located in Santa Fe, New Mexico.

Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY.

Founded in 1984 by Ned Hamarat, Beekman Capital Management Ltd. is an investment advisor firm located in Santa Fe, New Mexico with an additional office in New York City. The firm provides investment management services on a fully discretionary basis for individuals, corporations, pension and profit sharing plans, state and municipal government funds and endowments. The firm has a sister relationship with Beekman Northwest Partners. This entity manages funds for high net-worth individuals and their families, small pension and profit sharing plans and trusts using the research and investment management resources of Beekman Capital Management with a resultant uniform investment style.