Other Service Units

Thomas Abramo,: Portfolio Manager,; Asset Management
Steve Alderson,: Managing Director,; Asset Management
Natalya V. Alexei,: Managing Director,; Private Banking
Nancy J. Amick,: Senior Director,; Institute for Family Culture
Andy Anderson,: Chief Historian,; Institute for Family Culture
Keith Baum,: Managing Director,; Foundations and Endowments
Douglas Beath,: Co-Chair of Asset Allocation Committee,; Asset Management
Arne Boudewyn,: Managing Director,; Institute for Family Culture
Lisa Buetow,: Managing Director,; Private Banking
Daniel Burke,: Director of Portfolio Construction and Analytics,; Asset Management
Dana Cagle,: Director,; Private Banking
Cindy E. Chase,: Director of Financial Administration,; Family Office Services
Shane Coldren,: Portfolio Manager,; Asset Management
Joseph Colianni,: Senior Managing Director,; Private Banking
Taylor Custis,: Director,; Legacy and Wealth Planning
Ryan C. Davis,: Wealth Planner,; Legacy and Wealth Planning
William Dove,: Portfolio Manager,; Asset Management
Jennifer Drahos,: Associate Director,; Legacy and Wealth Planning
Harry Drozdowski,: Director,; Legacy and Wealth Planning
Stephanie Duignan,: Senior Director,; Institute for Family Culture
Douglas M. Eiden,: Director,; Asset Management
Jeffrey R. Erickson,: Head of Investment Strategies,; Asset Management
Douglas W. Evans,: Senior Managing Director,; Asset Management
John C. Fabie,: Senior Director,; Foundations and Endowments
Robert Farrington,: Director,; Asset Management
Lisa R. Featherngill,: Managing Director,; Legacy and Wealth Planning
Mark W. Frazier,: Portfolio Manager,; Asset Management
Joseph A. Freeman,: Senior Managing Director,; Family Office Services
Joseph Gardner,: Director,; Asset Management
Karin Geldfeld,: Director,; Asset Management
Nick Gergen,: Portfolio Manager,; Asset Management
Douglas Getty,: Regional Chief Investment Officer,; Asset Management
Jeffrey Gordish,: Director,; Private Banking
Peter M. Gould,: Managing Director,; Private Banking
Ryan Hemmingsen,: Portfolio Manager,; Asset Management
Charles Jandourek,: Director,; Asset Management
Kyle Jorgensen,: Senior Portfolio Manager,; Foundations and Endowments
Amy L. Jucoski,: Managing Director,; Legacy and Wealth Planning
Gretchen Krueger,: Senior Historian,; Institute for Family Culture
Brian Lahart,: Head of Manager Research,; Asset Management
William E. Lauer,: Director,; Asset Management
Alana Lewis,: Wealth Planner,; Legacy and Wealth Planning
Heather Leyde,: Director,; Private Banking
Bill Lyons,: Senior Director,; Institute for Family Culture
Elizabeth Mak,: Wealth Planner,; Legacy and Wealth Planning
Justin McKnight,: Portfolio Manager,; Asset Management
Curt McLeod,: Portfolio Manager,; Asset Management
Marcia Mehl,: Associate Director,; Legacy and Wealth Planning
Ari Messenger,: Senior Wealth Planner,; Legacy and Wealth Planning
Dan Miller,: Senior Analyst,; Foundations and Endowments
RaeAnn Mitrione,: Director,; Asset Management
Ronald J. Noble,: Director,; Asset Management
Laurel Norris,: Senior Portfolio Manager,; Asset Management
Jerome Paolini,: Regional Chief Investment Officer,; Asset Management
Jennifer Proper,: Director,; Legacy and Wealth Planning
Todd F. Rabold,: Regional Chief Investment Officer,; Asset Management
Tom Raymond,: Director,; Asset Management
Jeremy V. Rice,: Portfolio Manager,; Asset Management
Charles A. Rodgers,: Regional Chief Investment Officer,; Asset Management
Joseph L. Rorke,: Regional Chief Investment Officer,; Asset Management
Julian Saltman,: Senior Historian,; Institute for Family Culture
Carol M. Schleif,: Deputy Chief Investment Officer,; Asset Management
Mark Speltz,: Senior Historian,; Institute for Family Culture
Kristen L. Stevenson,: Director,; Private Banking
Nina Streeter,: Director,; Asset Management
Gaurav Thakker,: Director,; Private Banking
Valerie Trudeau,: Director,; Private Banking
Janet Walker,: Portfolio Manager,; Asset Management
Austin Warner,: Wealth Planner,; Legacy and Wealth Planning
Carl P. Whaley,: Associate Director,; Legacy and Wealth Planning
Philip W. White,: Senior Managing Director,; Asset Management
Britt Whitfield,: Regional Chief Investment Officer,; Asset Management

Thomas Abramo,: Portfolio Manager,; Asset Management
Steve Alderson,: Managing Director,; Asset Management
Douglas Beath,: Co-Chair of Asset Allocation Committee,; Asset Management
Daniel Burke,: Director of Portfolio Construction and Analytics,; Asset Management
Shane Coldren,: Portfolio Manager,; Asset Management
William Dove,: Portfolio Manager,; Asset Management
Douglas M. Eiden,: Director,; Asset Management
Jeffrey R. Erickson,: Head of Investment Strategies,; Asset Management
Douglas W. Evans,: Senior Managing Director,; Asset Management
Robert Farrington,: Director,; Asset Management
Mark W. Frazier,: Portfolio Manager,; Asset Management
Joseph Gardner,: Director,; Asset Management
Karin Geldfeld,: Director,; Asset Management
Nick Gergen,: Portfolio Manager,; Asset Management
Douglas Getty,: Regional Chief Investment Officer,; Asset Management
Ryan Hemmingsen,: Portfolio Manager,; Asset Management
Charles Jandourek,: Director,; Asset Management
Brian Lahart,: Head of Manager Research,; Asset Management
William E. Lauer,: Director,; Asset Management
Justin McKnight,: Portfolio Manager,; Asset Management
Curt McLeod,: Portfolio Manager,; Asset Management
RaeAnn Mitrione,: Director,; Asset Management
Ronald J. Noble,: Director,; Asset Management
Laurel Norris,: Senior Portfolio Manager,; Asset Management
Jerome Paolini,: Regional Chief Investment Officer,; Asset Management
Todd F. Rabold,: Regional Chief Investment Officer,; Asset Management
Tom Raymond,: Director,; Asset Management
Jeremy V. Rice,: Portfolio Manager,; Asset Management
Charles A. Rodgers,: Regional Chief Investment Officer,; Asset Management
Joseph L. Rorke,: Regional Chief Investment Officer,; Asset Management
Carol M. Schleif,: Deputy Chief Investment Officer,; Asset Management
Nina Streeter,: Director,; Asset Management
Janet Walker,: Portfolio Manager,; Asset Management
Philip W. White,: Senior Managing Director,; Asset Management
Britt Whitfield,: Regional Chief Investment Officer,; Asset Management

Cindy E. Chase,: Director of Financial Administration,; Family Office Services
Joseph A. Freeman,: Senior Managing Director,; Family Office Services

Keith Baum,: Managing Director,; Foundations and Endowments
John C. Fabie,: Senior Director,; Foundations and Endowments
Kyle Jorgensen,: Senior Portfolio Manager,; Foundations and Endowments
Dan Miller,: Senior Analyst,; Foundations and Endowments

Nancy J. Amick,: Senior Director,; Institute for Family Culture
Andy Anderson,: Chief Historian,; Institute for Family Culture
Arne Boudewyn,: Managing Director,; Institute for Family Culture
Stephanie Duignan,: Senior Director,; Institute for Family Culture
Gretchen Krueger,: Senior Historian,; Institute for Family Culture
Bill Lyons,: Senior Director,; Institute for Family Culture
Julian Saltman,: Senior Historian,; Institute for Family Culture
Mark Speltz,: Senior Historian,; Institute for Family Culture

Taylor Custis,: Director,; Legacy and Wealth Planning
Ryan C. Davis,: Wealth Planner,; Legacy and Wealth Planning
Jennifer Drahos,: Associate Director,; Legacy and Wealth Planning
Harry Drozdowski,: Director,; Legacy and Wealth Planning
Lisa R. Featherngill,: Managing Director,; Legacy and Wealth Planning
Amy L. Jucoski,: Managing Director,; Legacy and Wealth Planning
Alana Lewis,: Wealth Planner,; Legacy and Wealth Planning
Elizabeth Mak,: Wealth Planner,; Legacy and Wealth Planning
Marcia Mehl,: Associate Director,; Legacy and Wealth Planning
Ari Messenger,: Senior Wealth Planner,; Legacy and Wealth Planning
Jennifer Proper,: Director,; Legacy and Wealth Planning
Austin Warner,: Wealth Planner,; Legacy and Wealth Planning
Carl P. Whaley,: Associate Director,; Legacy and Wealth Planning

Natalya V. Alexei,: Managing Director,; Private Banking
Lisa Buetow,: Managing Director,; Private Banking
Dana Cagle,: Director,; Private Banking
Joseph Colianni,: Senior Managing Director,; Private Banking
Jeffrey Gordish,: Director,; Private Banking
Peter M. Gould,: Managing Director,; Private Banking
Heather Leyde,: Director,; Private Banking
Kristen L. Stevenson,: Director,; Private Banking
Gaurav Thakker,: Director,; Private Banking
Valerie Trudeau,: Director,; Private Banking