Mike van den Akker

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Baker Street Advisors LLC (Baker Street) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Jeffrey W. Colin in 2004 and is a subsidiary of Watson Acquisition LLC, which is ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Baker Street provides customized wealth management and comprehensive investment advisory solutions to financially successful families and individuals.

myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark.

New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA.