Lynn Brown

Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Part of DOXA Insurance Holdings LLC, A.G.I.A, Inc. operates as an insurance marketing administration company. The company is based in Carpinteria, CA. The company was founded in 1956 by James B. Wigle. Christopher J. Burke has been the CEO of the company since 2016. A.G.I.A was acquired by DOXA Insurance Holdings LLC on October 05, 2021.

Girls, Inc. of Greater Santa Barbara operates as a nonprofit organization. It provides educational programs and enrichment activities for women. Its programs include after-school, summer camp, and gymnastics. The company was founded on March 17, 1958 and is headquartered in Santa Barbara, CA.

Blanca Laguna School operates as secondary school. The company was founded in 1933 and is headquartered in Santa Barbara, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.