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College, Tax and Retirement Strategies, LLC

3110 Spring Glen Rd Jacksonville, FL,32207

The Vanguard Group, Inc.

Malvern, Pennsylvania

Refinitiv US LLC

New York, New York

Quadrature US Inc.

New York, New York

Quadrature US Inc.

New York, New York

Jump Operations, LLC

New York, New York

Grace & Mercy Foundation, Inc.

New York, NY

Jump Operations, LLC

Chicago, Illinois

City of Elgin, TX

Elgin, TX

Rush Island Management, LP

New York , New York

Bridgewater Associates, LP

Westport, Connecticut

District of Oak Bay

Victoria, British Columbia, Canada

Armstrong McGuire & Associates

Hendersonville, North Carolina

Herlar llc dba Jing Daily

New York, New York

Arrowstreet Capital, Limited Partnership

Boston, MA

Arrowstreet Capital, Limited Partnership

Boston, MA

Cumming Management Group Inc

Raleigh, North Carolina

LaGuardia Community College

Long Island City

UBCP/ACTRA

Vancouver, British Columbia, Canada

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Fannin Electric Cooperative

Bonham, Texas

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University of Kansas

Lawrence, Kansas

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University of California Irvine Health

Irvine, California

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Private Wealth Management, Capital Call Financing, Executive Director, London
Capital Call Financing (CCF) The Private Lending Capital Call Financing team provides fund-level financing in the form of capital call / subscription facilities collateralized by the uncalled capital of a fund's limited partners. These facilities enhance fund returns, accelerate access to capital, reduce capital call frequency, and bridge to asset-secured leverage. The CCF business is an integral part of the Private Bank's alternative asset lending capabilities, enabling the Bank to offer credit facilities at both the GP investor level for personal liquidity and cash flow management and the fund level to enhance financial flexibility throughout a fund's life. CCF Underwriting assesses, documents, and monitors the credit and business risks incur


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