James Weisenstein

Santa Cruz County Bank engages in the provision of community banking services. It operates through the following segments: Commercial Real Estate, Land and Construction, Commercial and Industrial, Agricultural Land, Real Estate and Production, and Consumer. The company was founded by Richard Alderson, Kenneth R. Chappell, David V. Heald, Stuart Mumm, Joseph Anzalone, Kate Chen, Fred Chen, Mark Holcomb, George Ow, Jr., Tila Bañuelos Guerrero, Marshall Delk, Steven G. John, Louis Rittenhouse, Victor Bogard, George R. Gallucci, Mateo Lettunich, Frank Saveria, Anthony Campos, Rebecca Campos, Thomas N. Griffin, Robert Lockwood, Robert Yonts, Bjorg Yonts, Charles Canfield, William J. Hansen, and William Moncovich on September 10, 2003 and is headquartered in Santa Cruz, CA.

Lighthouse Bank Santa Cruz engages in the provision of commercial and personal banking services to residents and businesses. It operates through the following portfolio segments: Commercial Real Estate, Residential Real Estate, Commercial, and Consumer. The company on June 13, 2007 and is headquartered in Santa Cruz, CA.

Graystone Consulting LLC provides investment consulting services to institutional clients such as corporations, educational institutions, faith-based institutions, endowments and foundations, healthcare organizations, insurance entities, and taft-hartley funds. Graystone Consulting is based in Scotts Valley, CA. The private company is a business of Morgan Stanley Smith Barney LLC and delivers tailored investment advice through experienced investment professionals and a dedicated team.