Barbara R. Bagley

Lewis Capital Management LLC (LCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Scott Lewis in 2000. LCM specializes in asset management for high-net-worth individuals, family groups and institutions.

Doheny Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by William H. Doheny, Jr. in 1993 and provides advisory services to private clients, foundations, endowments and pension plans.

J.P. Morgan Partners LLC is a private equity firm founded in 1984. The firm headquartered located in New York City.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.