| Name | Title | Contact Details |
|---|---|---|
Gregory Bond |
CIO | Profile |
Michael Vozila |
Head of Information Technology Services | Profile |
Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for nearly 200 years. Entrusted with close to $4 trillion in client assets1, we serve the most discerning and sophisticated individuals and institutions through our asset management, banking and asset servicing businesses. Our culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. BBH operates in seventeen global locations, including Beijing, Boston, Charlotte, Chicago, Denver, Dublin, Grand Cayman, Hong Kong, Jersey City, Krakow, London, Luxembourg, New York, Philadelphia, Tokyo, Wilmington, and Zürich.
Mission Ventures is a San Diego, CA-based company in the Financial Services sector.
Catalyst Ventures is a Scottsdale, AZ-based company in the Financial Services sector.
Capital Lending and Investments is a Stockton, CA-based company in the Financial Services sector.
Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.