STONEBRIDGE CAPITAL MANAGEMENT - Key Persons

Job Titles:

• Managing Director
• Principal
• Member of the Investment Policy Committee

Debra L.Newman, Managing Director and Principal, joined Stonebridge in 1973. Ms. Newman is a member of the Investment Policy Committee and is the Chief Compliance Officer. Prior to Stonebridge, Ms. Newman worked as an Accountant at North America Marketing. Ms. Newman attended California State University Northridge and the University of California at Los Angeles. She is a member of the National Society of Compliance Professionals and has over 40 years of investment experience.

Job Titles:

• President
• Principal
• Portfolio Manager and Chairman of the Investment Policy Committee

Richard C. Barrett, CFA, CIC, President and Principal, joined Stonebridge in 1979. Mr. Barrett is a Portfolio Manager and Chairman of the Investment Policy Committee, Prior to Stonebridge, Mr. Barrett served as a Portfolio Manager at Lionel D. Edie. He began his investment career in 1967 as an Analyst for Kidder Peabody. Mr. Barrett holds a Master of Business Administration from Pepperdine University, a Bachelor of Science in Business and Mathematics from the University of Connecticut, and the professional designations of Chartered Financial Analyst and Chartered Investment Counselor. Mr. Barrett is a member of the CFA Institute and the CFA Society of Los Angeles. He has over 46 years of investment experience.

Richard S. Moreno, CPA/ABV, CVA, CFF, CGMA, Director of Private Valuations, has worked with Stonebridge for over 40 years. He is a member of the Investment Policy Committee. For clients and client estates that own privately held businesses, he can provide valuations for business purposes, as well as for the 706 federal estate tax return. Mr. Moreno has a bachelor and masters degree from the University of Southern California.