Kristina Elisabeth Alley

Founded in 2007, First Santa Fe Advisors LLC is a registered investment advisor located in Santa Fe, New Mexico. The firm is a subsidiary of First National Bank of Santa Fe and their ultimate parent is New Mexico Banquest Corp. They offer proprietary, open architecture-based investment advisory and consulting services to institutions, individuals and their families.

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.

Davis Selected Advisers LP (David Advisors) is a SEC-registered investment advisor and mutual fund manager headquartered in Tucson, Arizona. Founded in 1969, David Advisors provides discretionary portfolio management services, serves as investment adviser or sub-adviser for registered investment companies (such as the Davis ETFs, Davis Funds, Selected Funds, and Clipper Fund), unregistered investment companies, offshore funds, private accounts and other pooled investment vehicles. The firm also works with sponsors to serve as investment adviser for managed money/wrap account programs.

First National Bank of Santa Fe engages in investment advice and other banking activities. It offers personal banking, business banking, treasury management, and wealth management. The company was founded in 1870 and is headquartered in Albuquerque, NM.