Steven Edward Cutcliffe

Abbrea Capital LLC is a registered independent wealth management firm headquartered in Sausalito, California. The firm was co-founded by Steven Cutcliffe and William Osher in 2015. It serves as the investment adviser to clients with separately managed accounts.

CSI Capital Management, Inc. is a registered investment advisor based in San Francisco. The firm was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. They are the advisors to the CSI equity mutual fund family.

SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners.

Founded in 1980, McGinn Smith & Co. Securities is a privately-held, full-service investment banking and brokerage firm. Headquartered in Albany, New York, they also provide online trading services. Key industries include media, entertainment and leisure, insurance, finance and technology. The firm is a member of the NASD and the SIPC.