John W. Copeland

Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Viant Group LLC provides investment and financial advisory services. It offers mergers and acquisitions, raising capital, valuation and advisory, and viant green capital. The company was founded by Scott Smith in 1998 and is headquartered in San Francisco, CA.

Adopt-A-Family of the Palm Beaches, Inc. is a non-profit organization which provides social services for homeless families. It offers housing services, homeless prevention and financial assistance, and afterschool programming services. The organization was founded by Lucy Runyon, Jayne Ellison, and Kay Mansolill in 1983 and is headquartered in Lake Worth, FL.