Paul S. Tufaro

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada.

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.

Horizon Healthcare Services, Inc. provides healthcare and insurance services. The company was founded in 1932 and is headquartered in Newark, New Jersey.

The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

McCarter & English LLP provides legal services. It has offices in Boston, Hartford, Stamford, New York, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. The company was founded in 1844 and is headquartered in Newark, NJ.

Aviation Capital Group LLC provides commercial jet aircraft leasing services. It operates as an aircraft asset manager deploying its operating lease platform to provide fleet strategy solutions to airlines. The firm also offers asset management and remarketing services to aircraft investors and institutional clients. The company was founded by R. Stephen Hannahs and Richard M. Baudouin in 1989 and is headquartered in Newport Beach, CA.

Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT.

Zephyrus Aviation Capital is an aircraft leasing company that specializes in in-production aircraft in the mid to mature stage of their lifecycle. The company is based in Fort Lauderdale, FL. Led by a team of aviation industry veterans, the company utilizes industry relationships and innovative strategies to create value for all stakeholders.

A subsidiary of CIT Group, Inc. (NYSE: CIT), CIT Transportation Finance is a private equity firm headquartered in New York City

CIT Aerospace International Ltd. offers commercial aircraft leasing solutions. The company is headquartered in St. Stephen Green, Dublin.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Canada provides accounting services. The company is based in Toronto, Canada.

Rolls-Royce Plc manufactures aircraft, marine and generator power systems. Its products include civil large, small aircraft and helicopter engines. The firm provides complex, integrated power systems and services to the aerospace and marine and industrial power systems markets. It also develops and provides comprehensive service packages for managing engines throughout their life-cycle. The company was founded in 1971 and is headquartered in London, the United Kingdom.

Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), GE Rail Services is a company that manufactures and supplies railroad equipment. The company is based in Marietta, GA.

Fintainium, Inc. is a financial technology company that offers a modular platform for institutions to enhance their back-office operations and streamline accounting processes for end-users. The company is based in St. Augustine, FL and was founded by Richard Jackman, Romi Kohli. The platform combines world-class domestic and international money movement products with workflow, accounting, and reconciliation automation. Fintainium's modular platform delivers financial solutions such as embedded payments and lending, an integrated CFO toolkit with business intelligence, fast payments, mass disbursements, and back-office automation. Chris Tonniges has been the CEO of the company since 2022.

Part of Marcus, Brody, Ford, Kessler & Sahner LLC, Saiber Schlesinger Satz & Goldstein LLC is a law firm based in Newark, NJ. The company has a wide range of expertise in various fields of law, including business litigation, insurance and reinsurance, construction law, and employment law. Saiber Schlesinger Satz & Goldstein has a team of experienced attorneys who have graduated from prestigious universities such as Yale College, University of Pennsylvania, and Notre Dame Law School. The company also publishes a law column and a podcast, and its attorneys have been recognized by publications such as Chambers USA and NJBiz.