Jacob Sonenshine

First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Professional Retirement Planning LP, also known as PRP, is a registered investment advisory company that provides retirement plans, trusts, businesses, and individuals with diversified, passively managed portfolios. The private company is based in Houston, TX. The company utilizes a unique group of mutual funds that were previously only available to large institutional investors. The company's investment strategies are based on Nobel Prize-winning strategies derived from extensive historical research by leading academic economists, including Nobel laureate Merton Miller, Eugene Fama, and Kenneth French. In addition to investment services, PRP also offers actuarial and 401(k) consulting services.

McGladrey Capital Markets LLC is a boutique investment banking company. It provides financial advisory, mergers, acquisitions, divestitures, recapitalizations, capital raising, fairness opinions and restructuring services. The firm caters to manufacturing, agriculture, forestry, fishing, mining, construction, transportation, communications, utilities, finance, insurance and real estate industries. The company was founded in 1998 and is headquartered in Costa Mesa, CA.

Part of H & R Block, Inc., RSM EquiCo, Inc. is a private company that provides business valuation and investment banking services. The company is based in Costa Mesa, CA. The company was founded by Jacob Sonenshine.