John J. Kolozsi

Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients.

Founded by Paul Violich in 1999, Violich Capital Management is a registered investment advisor located in San Francisco. The firm was formerly known as Paul A. Violich, Inc. They provide investment management services to individual and institutional clients.

The RAND Corp. engages in conducting research and analysis to improve policy and decision-making. Its services include benchmarking, case study analysis, cost analysis, economic analysis, modeling, simulation, and optimization, performance measurement and measurement development, policy analysis, program evaluation, risk assessment and analysis, strategic planning, survey research, and technology assessment and development. The company was founded on May 14, 1948 and is headquartered in Santa Monica, CA.

A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.

White, Weld & Co. LLC provides financial services. The private company is based in New York, NY.

North American Aviation, Inc. manufactures composite parts and tooling fabricated products for aircrafts. The firm’s capabilities also include thermoplastic forming, laser scanning, tool design utilizing, resin infusion tooling, composite tooling, and aluminum tooling. The company was founded by Dan Robertson and Rod Gerlach in 1992 and is headquartered in Wichita, KS.