Julie Rae Nichols

Team Hewins LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Redwood City, California. The firm was founded by Roger C. Hewins III in 2017. Team Hewins offers financial planning and investment advisory services to individuals and families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Ordway Center for the Performing Arts is a not-for-profit organization that hosts, presents, and creates performing arts and educational programs that engage artists and enrich audiences. The Center provides home for The Saint Paul Chamber Orchestra, The Schubert Club, and The Minnesota Opera. Founded in 1985 by Sally Ordway, Ordway Center for the Performing Arts is headquartered in Saint Paul, MN.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.