Ed Whalen

Emphasis Ventures (EMVC) is a venture capital firm founded in 2018 by Melissa Frakman. The firm is headquartered in Washington, District of Columbia.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

Recommind, Inc. develops and sells software for electronic discovery, information governance, enterprise search, and content categorization. Its products include axcelerate, decisiv, and perceptiv. The firm solutions include eDiscovery for law firms and enterprise, information governance and access. The company was founded by Robert Tennant, Derek Schueren, and Jan Puzicha in 2000 and is headquartered in San Francisco, CA.

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.