Robert L. Levy

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY

Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

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.

University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV.

City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.

Part of Whittier Holdings, Inc., Whittier Advisors LLC is a company that provides investment advice. The company is based in Newport Beach, CA. The company was founded in 2021. The CEO is David A. Dahl.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients.

Bank of the West (Grapevine, Texas) provides banking services. It offers loans, debit card, merchant services, mobile banking and deposit, online banking, remote deposit capture, safe deposit boxes, and SBA preferred loans. The company was founded on April 01, 1986 and is headquartered in Grapevine, TX,

Great Western Bank operates as a financial services organization that provides a comprehensive and integrated financial products and services. It specializes in personal banking, business banking, wealth management, agribusiness banking, mortgage and cash management. The company was founded in 1907 and is headquartered in Sioux Falls, SD.

Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations.

Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX.

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

SingulariTeam Ltd (SingulariTeam) is a venture capital firm founded in 2012 by Moshe Hogeg and Kenges Rakishev. The firm is headquartered in Tel Aviv, Israel.

Cloud of Things Ltd. provides devicetone™ solution that can be easily integrated by utility companies and embedded into any product, allowing manufacturers and distributors to offer management and maintenance services to consumers and businesses. The company is based in Tel Aviv, Israel. Cloud of Things makes it easy to make products smart by supporting leading IoT standards through its embedded firmware package and enabling smart products to communicate with any IoT cloud over most network protocols, including ULE, Zigbee, Wi-Fi, Bluetooth, Ethernet, and cellular. The Israeli company was founded in 2016 and is headquartered in the United States. The company was founded by Eliav Gnessin, David Chouraqui, and Avner Ziv has been the CEO of the company since 2020.

Gvahim NGO is a non-profit organization based in Tel Aviv, Israel that aims to help new olim integrate into the Israeli labor market. The Israeli company offers training programs and professional support to equip olim with the necessary tools and skills to find suitable employment, build successful careers, and develop their professional networks in Israel. The company's team of HR specialists, career consultants, and professional mentors work closely with each oleh to "repackage" their skills and adapt their experience to meet the demands of the Israeli job market. Gvahim offers various services such as Aliyah Prep, Gvahim Tech, Gvahim Career Center, Business English, Vocational Training, and Gvahim Medical Career Kickstart. The non-profit company also provides guidance on common challenges faced by olim such as language barriers, non-relevant experience for the local market, a new interview process, different working culture, lack of network, and changing professional fields.

XRoads Solutions Group LLC provides consulting services. The company's services include corporate restructuring, forensic investigation, performance improvement, turnaround management, valuations, solvency, case management, and bankruptcy administration. It has locations in Irvine, Dallas, Houston, Kansas City, and New York. The company was founded in 1997 by Dennis I. Simon and is headquartered in Santa Ana, CA.