Kieran Stover

Arnerich Massena, Inc. is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They were acquired by Coldstream Capital Management, Inc. in July 2024. Arnerich Massena provides discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UNPRI).

Founded in 1994, Zephyr Associates, Inc. assembled a world class team of software engineers and mathematicians to create an entirely new software program for performing sophisticated and functional style analysis and performance. The original software, StyleADVISOR, was the first commercially available software to implement Nobel Laureate Bill Sharpe's unique style analysis. Today, thousands of users not only subscribe to Zephyr's desktop products StyleADVISOR and AllocationADVISOR, but are taking advantage of its web-based products Zephyr OnDEMAND and Web Services. Zephyr's development team along with a group of other professionals continues to keep all products, as well as customer service, on the cutting edge of its industry. Zephyr's products and services help investment professionals make informed decisions about investment products and portfolio construction. They take pride in providing intellectual leadership to the financial industry and building long-term relationships with its customers.

Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP.

Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA.