Jonathan B. Hauser

Fortis Private Bank operates as a state chartered commercial bank. It offers Treasury management, law firm, medical, and work place banking services. The company was founded by Christopher H. Luce in 1997 and is headquartered in Lakewood, CO.

Denver Zoological Foundation is a non-profit organization that is home to almost 3,000 animals from over 450 species. The non-profit company is based in Denver, CO. Bert Vescolani has been the CEO of the company since 2018. The organization is dedicated to inspiring communities to save wildlife for future generations and spends almost $2 million annually on programs aimed at protecting animals in their natural habitats around the world.

Part of BOK Financial Corp., Financial Designs Ltd provides insurance and financial advice, as well as employee benefits consulting services. The company is based in Denver, CO. Financial Designs was acquired by CoBiz Financial, Inc. on April 14, 2003 for $5.29 million.

BOK Financial Insurance, Inc. provides full range of commercial insurance, consulting and risk management services, focused on meeting the needs of businesses and professionals. The company is headquartered in Denver, CO.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Part of National Bank Holdings Corp., NBH Bank is a state chartered commercial bank based in Greenwood Village, CO. NBH Bank operates as a commercial bank. The CEO of the company is G. Timothy Laney.

First National Trust Co. (FNT) is an investment management firm headquartered in Hermitage, Pennsylvania. The firm was founded in 1934 and is a subsidiary of First National Bank of Pennsylvania, which is owned by FNB Corp. (NYSE: FNB, NASDAQ: FBAN). FNT provides traditional trust and professional asset management services to trusts, individuals, institutions, and other businesses.

F.N.B. Wealth Management Co. provides investment and financial planning services. The firm’s resources include life events, calculators, newsletters, market summaries, video alerts and e-seminars. The company was founded in 1999 and is headquartered in Hermitage, PA.

Regency Finance Co. engages in providing consumer financial services. The company was founded in 1927 and is headquartered in Akron, OH.

Part of F.N.B. Corp. (Pennsylvania), First National Insurance Agency LLC offers a full array of insurance products and implementation and administration services for employee benefit plans. The company is based in Hermitage, PA.

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.

Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ.

First National Bank of Pennsylvania operates as nationally chartered commercial bank. It provides a full line of consumer banking products and services, including deposit products, mortgage lending, consumer lending and a complete suite of mobile and online banking services. The company was founded in 1864 and is headquartered in Pittsburgh, PA.

Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA.