PATHWAY CAPITAL MANAGEMENT (HK) LIMITED - Key Persons

Adam A. Belkairous

Job Titles:

Senior Vice President California

Mr. Belkairous joined Pathway in 2018 and is a senior vice president in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and co-investments; investment monitoring; performance analysis; client reporting; and client servicing. Prior to joining Pathway, Mr. Belkairous worked as a consultant on Aon's private equity team. Prior to his tenure at Aon, Mr. Belkairous completed Ameriprise Financial's Finance Leadership Development Program. He received a BS in finance from DePaul University.

Adam D. Munoz

Job Titles:

Valuation Analyst California

Mr. Munoz joined Pathway in 2023 and is a valuation analyst in the California office. His responsibilities include performing valuation analyses and creating valuation reports; conducting company, industry, and market research; leading valuation team development; analyzing and monitoring co-investments and their performance; and generating co-investment client reports. Prior to joining Pathway, Mr. Munoz worked as an assurance senior in the wealth and asset management department of Ernst & Young LLP, where he performed audit services for clients in the financial services sector. He received a BA in accounting from Cal Poly Pomona.

Agustin Palomera

Job Titles:

Fund Accounting Manager California

Prior to joining Pathway, Mr. Palomera worked at Western Asset Management, a fixed income asset manager, where he was responsible for the firm's fund treasury obligations for Western's mutual funds. Prior to that, he worked in public accounting with Ernst &Young, where he focused primarily on providing external audit services to financial services clients. Mr. Palomera received a BA in business economics, with an emphasis in accounting, from the University of California, Santa Barbara.

Alex M. Casbolt

Job Titles:

Managing Director London

Alexis N. Parreira

Job Titles:

Controller California

Ms. Parreira joined Pathway in 2022 and is a controller in the California office. She is responsible for the accounting, financial reporting, and cash management of the firm's investment portfolios. Prior to joining Pathway, Ms. Parreira worked for American Mortgage Investment Partners, where she was a member of the valuation committee and responsible for accounting, financial reporting, and tax reporting of the firm's investment portfolios. Prior to her tenure at American Mortgage Investment Partners, she worked for Rimrock Capital Management, where she was responsible for operations and accounting. Prior to that, Ms. Parreira worked for Deloitte & Touche, where she performed financial and internal controls audits for clients in the investment management industry. Ms. Parreira received a BS in accounting from the University of La Verne. She is a certified public accountant (inactive).

Alfred T. Poon

Job Titles:

Senior Investment Analyst Hong Kong

Mr. Poon joined Pathway in 2021 and is a senior investment analyst in the Hong Kong office. His responsibilities include assisting with the analysis of new investment opportunities, maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Mr. Poon received a BBA, with a focus on finance, from Emory University and an MSc in finance and private equity from the London School of Economics. He is currently a CFA candidate-Level III.

Andrea A. Mack Sr.

Job Titles:

VP - Head of Consultant Relations Providence

Ms. Mack joined Pathway in 2022 and is a senior vice president and head of consultant relations in the Rhode Island office. She is responsible for establishing and maintaining relationships with consultants across North America, as well as for assisting with the firm's business development and client servicing efforts. Ms. Mack is a member of Pathway's Diversity & Inclusion Committee and ESG Committee. Prior to joining Pathway, Ms. Mack was a managing director of institutional marketing and consultant relations at The TCW Group. In that role, she focused on building relationships with consultants in the Midwest and West regions of the United States. Prior to that, she was a portfolio manager with Western Asset Management Company with responsibility for commingled and separate account fixed-income portfolios. She received a BA, with honors, from Harvard University and an MBA from the Anderson Graduate School of Management at the University of California Los Angeles. She is a CFA charterholder.

Andy Kim

Job Titles:

Controller California

Mr. Kim joined Pathway in 2022 and is a controller in the California office. He is responsible for the accounting, financial reporting, and cash management of the firm's investment portfolios. Prior to joining Pathway, Mr. Kim was an assistant controller at RailWorks Corporation, where he focused on producing periodic financial reports and overseeing operational accounting. Prior to that, he was a senior assurance associate with BDO, performing financial statement audits for both privately and publicly held companies. Mr. Kim received a bachelor of commerce in accounting from the University of Auckland and is a certified public accountant (New York) and a chartered accountant (New Zealand).

Angel A. Aguilar Jr

Job Titles:

Vice President - Corporate Finance California

Mr. Aguilar joined Pathway in 2014 and is a vice president of corporate finance in the California office. He is responsible for corporate accounting, financial and management reporting, and maintaining corporate financial compliance requirements. Prior to joining Pathway, Mr. Aguilar worked for Broadcom Corporation in its internal audit group, overseeing the operations audit of its U.S. locations. Before that, he was an assistant controller for a midsize technology leasing company. As an assistant controller, he was responsible for the daily operations of the accounting department, financial reporting, budget analysis, and due diligence on acquisitions and also served as the company's technical accounting expert. His experience also includes performing and managing financial, due diligence, and internal control audits of SEC-registered and privately owned companies while working for Grant Thornton in California as a senior audit manager and for Ernst & Young in the Philippines as an audit partner. Mr. Aguilar received a BS in business administration, cum laude, with a focus on accounting, from the University of the East (Philippines) and an MBA from the Asian Institute of Management. He is a certified public accountant (inactive).

Angela H. Kim

Job Titles:

Senior Counsel California

Ms. Kim joined Pathway in 2021 and is a senior counsel in the California office. She is responsible for various legal and compliance issues related to Pathway and its clients, including non-disclosure agreements and the structuring, negotiating, and monitoring of private equity investment transactions. Prior to joining Pathway, Ms. Kim was an associate at Paul Hastings LLP and at Dechert LLP, where she advised public and private companies in leveraged finance and other corporate finance transactions, including acquisition financings and private debt offerings. Ms. Kim received a BA in sociology from University of California, Berkeley, and a JD from Cornell Law School.

Ani V. Haynes

Job Titles:

Senior Compliance Associate California

Ms. Haynes joined Pathway in 2019 and is a senior compliance associate in the California office. She is responsible for ensuring that the firm conducts its business in compliance with all federal, state, and international laws, rules, and regulations, and with all contractual requirements. Ms. Haynes also ensures that the firm maintains the highest level of professional and ethical standards in regard to risk management, anti-money laundering, disaster recovery, books and records, conflicts of interest, personal trading, and code of ethics. Prior to joining Pathway, Ms. Haynes worked as a compliance officer at a wholesale broker-dealer, as well as a corporate/securities paralegal at both private and publicly traded companies. She received a BA in psychology from Occidental College and an MSc from the University of Bristol.

Annie M. Gennaro

Job Titles:

Marketing Analyst California

Ms. Gennaro joined Pathway in 2018 and is a marketing analyst in the California office. Her responsibilities include assisting in the preparation of RFPs and presentations, maintaining prospect/consultant files, and developing and gathering information relevant to business development and client servicing. Ms. Gennaro received a BA in communications from California State University, Fullerton.

Anthony Soriano

Job Titles:

Fund Accounting Manager California

Mr. Soriano joined Pathway in 2022 and is a fund accounting manager in the California office. He is responsible for the accounting, financial reporting, and cash management of the firm's investment portfolios. Prior to joining Pathway, Mr. Soriano served as an accounting manager at DigitalBridge Group, Inc., where his responsibilities included SEC, regulatory, and compliance filings for the firm and its managed vehicles. Mr. Soriano received a BA in economics and accounting from the University of California, Santa Barbara.

Aoife P. Ryan

Job Titles:

Marketing Analyst London

Ms. Ryan joined Pathway in 2022 and is a marketing analyst in the London office. Her responsibilities include assisting in the preparation of RFPs and presentations, maintaining prospect/consultant files, and developing and gathering information relevant to business development and client servicing. Prior to joining Pathway, Ms. Ryan worked as a sales executive and in account operations for SQUID Loyalty, a startup in Dublin. She has worked on website development, design and collateral, marketing analytics, and sales. Ms. Ryan received a BSc in marketing, innovation, and technology from Dublin City University.

Ashok K. Tripathi Sr.

Job Titles:

Vice President and General Counsel California

Mr. Tripathi joined Pathway in 2005 and is a senior vice president and general counsel in the California office. He is responsible for the legal affairs of Pathway, including legal issues related to Pathway's registration as an investment adviser in numerous jurisdictions and structuring, negotiating, and monitoring private market investment transactions on behalf of Pathway and its clients. Before joining Pathway, Mr. Tripathi was counsel at Boeing Capital Corporation, a financial services subsidiary of The Boeing Company, where he structured and negotiated asset-based financings and implemented several corporate compliance programs. Prior to that he was a corporate associate with the law firm O'Melveny & Myers in its Los Angeles office, and an attorney for Occidental Oil and Gas Corporation. Mr. Tripathi received a BA in economics and political science from Baylor University in 1990 and a JD from the University of Notre Dame Law School in 1994.

Audrey N. Chaney

Job Titles:

Executive Assistant and Office Manager Providence

Ms. Chaney joined Pathway in 2022 and is an executive assistant and the office manager of the Rhode Island office. She is responsible for day-to-day office operations, including managing vendor services and supplies, organizing internal events, and maintaining Pathway's professional and welcoming atmosphere for guests and employees. Prior to joining Pathway, Ms. Chaney worked at Brown University as an executive assistant. She received a BA in theater from the University of Massachusetts, Amherst.

Ben R. Dreyer

Job Titles:

Senior Vice President London

Mr. Dreyer joined Pathway in 2020 and is a senior vice president in the London office. He is responsible for client servicing and business development in the EMEA region. Prior to joining Pathway, Mr. Dreyer served as a director for Lumyna Investments, the former Bank of America Merrill Lynch Alternative Fund Solutions Group. Working with institutional investors across the DACH and Nordic regions, he advised on a range of alternative investment strategies and solutions. Mr. Dreyer previously held various positions within Deutsche Bank's asset management business and at Strategic Investments Group. He earned a German degree in business administration from Hochschule Fresenius and a master's degree in finance from London Business School.

Benjamin S. Brewster

Job Titles:

CFO - Corporate California

Mr. Brewster joined Pathway in 2018 and is the chief financial officer of corporate financial operations. He oversees the financial and accounting administration of Pathway and its related entities, the tax compliance for Pathway's legal entities and funds of funds managed by Pathway, and Pathway's valuation department. He also chairs Pathway's Valuation Committee. Prior to joining Pathway, Mr. Brewster worked as a managing director in the audit department of KPMG LLP, where he was responsible for overseeing the financial statement audits of SEC-registered investment advisers, private equity funds, hedge funds, senior debt funds, and other closed-end alternative investment funds. He also has experience performing audit and attestation services for various financial institutions, including publicly traded banks, broker-dealers, business-development companies, and specialty purpose acquisition companies. Mr. Brewster received a BA in economics from Brigham Young University and is a certified public accountant.

Blessie Hwang

Job Titles:

Senior Vice President California

Ms. Hwang joined Pathway in 2013 and is a senior vice president in the California office. Her responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and co-investments; investment monitoring; performance analysis; client reporting; and client servicing. Ms. Hwang is also a member of Pathway's secondaries team. Prior to joining Pathway, Ms. Hwang worked as an auditor at KPMG LLP. She received a BS in finance and accounting from New York University. Ms. Hwang is a certified public accountant (inactive) and a CFA charterholder.

Braeden Lueken

Job Titles:

Monitoring Analyst California

Mr. Lueken joined Pathway in 2023 and is a monitoring analyst in the California office. His responsibilities include maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Prior to joining Pathway, Mr. Lueken was a client advisory associate at Whittier Trust Company, where he provided family office services to high-net-worth clients. He received a BA in economics from Chapman University.

Brenton W. Croteau

Job Titles:

Senior Vice President California

Mr. Croteau joined Pathway in 2017 and is a senior vice president in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and co-investments; investment monitoring; performance analysis; client reporting; and client servicing. Mr. Croteau is also a member of Pathway's co-investment team. Prior to joining Pathway, Mr. Croteau worked as an associate in the credit risk advisory practice at KPMG LLP. He received a BS in accounting and business administration, with a concentration in finance, from Chapman University.

Brett W. Richardson

Job Titles:

Principal California

Mr. Richardson joined Pathway in 2014 and is a principal in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and co-investments; investment monitoring; performance analysis; client reporting; and client servicing. Mr. Richardson is also a member of Pathway's co-investment team. Prior to joining Pathway, Mr. Richardson worked as an auditor at Deloitte & Touche LLP. He received a BS, summa cum laude, in business administration and accounting from Chapman University and is a certified public accountant. Mr. Richardson is a CFA charterholder.

Brian M. Leyran

Job Titles:

Vice President - Systems Administration California

Mr. Leyran joined Pathway in 2005 and is vice president of systems administration in the California office. His responsibilities include implementing, maintaining, and researching information technology infrastructure in a cross-platform environment. Other responsibilities include managing IT staff, ensuring security of data, maintaining network access and backup systems, and implementing disaster recovery. Prior to joining Pathway, Mr. Leyran worked for Obagi Medical Products, where he managed and maintained all software, hardware, and network infrastructure and also provided desktop support. He received a BS in telecommunications management from DeVry Institute of Technology and has more than 15 years of experience in the IT industry.

Bruce Emken Sr.

Job Titles:

VP - Head of Wealth Services California

Mr. Emken joined Pathway Capital in 2023 and is a senior vice president and head of wealth services. He leads the firm's efforts to partner with wealth management firms across the United States. He is responsible for helping large wealth management firms access high-quality private market solutions in a customized yet scalable manner for their clients and their businesses. Prior to joining Pathway, Mr. Emken worked at Goldman Sachs Asset Management and at Blackrock in various roles, working with RIA firms to provide investment solutions and to address business issues related to growth, scale, and talent. Mr. Emken is a CFA charterholder, a CAIA charterholder, and a CIMA professional. He has been an active board member of both the CFA Society of Orange County and the CFA Society of Austin.

Bryan P. Nelson

Job Titles:

Director California

Mr. Nelson joined Pathway in 2011 and is a director in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and co-investments; investment monitoring; performance analysis; negotiating and reviewing investment vehicle documents; client reporting; and client servicing. Mr. Nelson is also a member of Pathway's co-investment team. Prior to joining Pathway, Mr. Nelson worked as a senior associate at KPMG. Mr. Nelson received a BA in business economics from the University of California, Santa Barbara, and is a certified public accountant (inactive). Mr. Nelson is a CFA charterholder.

Cameron T. Rinn

Job Titles:

Associate
Associate Providence

Mr. Rinn joined Pathway in 2019 and is an associate in the Rhode Island office. His responsibilities include assisting with the investment analysis and due diligence on primaries, secondaries, and co-investments; maintaining Pathway's various databases; analyzing and monitoring investments and their performance; and generating client reports. Mr. Rinnn is also a member of Pathway's private credit team. Prior to joining Pathway, Mr. Rinn worked as a treasury analyst II at IGT. He received a BA in business economics from Brown University.

Camille Harris

Job Titles:

ESG Associate California

Ms. Harris joined Pathway in 2020 and is an ESG associate in the California office. Her responsibilities include assisting with the development of Pathway's ESG activities across strategies, implementing Pathway's responsible investment policy throughout the investment and monitoring processes, and assessing ESG factors of new and existing investments. Prior to joining Pathway, Ms. Harris served as a compliance testing officer with MUFG Union Bank, NA. She earned a BA in business administration from Azusa Pacific University and an MBA from the Graziadio School of Business at Pepperdine University.

Camille L. Pedigo

Job Titles:

VP and Assistant General Counsel California

Ms. Pedigo joined Pathway in 2002 and is a vice president and an assistant general counsel in the California office. She is responsible for various legal, tax, and compliance issues related to Pathway and its clients, including structuring, negotiating, and monitoring private market investment transactions. Prior to joining Pathway, Ms. Pedigo was a senior associate at Arthur Andersen, where she focused on tax consulting and compliance for high-net-worth individuals. Her primary responsibilities included the creation, implementation, and/or monitoring of partnerships, limited liability companies, closely held corporations, private foundations, trusts, and estates. Ms. Pedigo received a BA in economics and political science, cum laude, from the University of San Diego and a JD from Loyola Law School in Los Angeles, where she served as the senior production editor for the Loyola International and Comparative Law Review.

Canyon J. Lew

Job Titles:

Managing Director California

Mr. Lew joined Pathway in 2004 and is a managing director in the California office. He is responsible for investment analysis and conducting due diligence on primaries, secondaries, and co-investments; negotiating and reviewing investment vehicle documents; and client servicing. Mr. Lew is co-head of Pathway's co-investment team and is a member of the firm's Co-investment Investment Subcommittee and Portfolio Construction Committee. Mr. Lew also serves on the advisory boards of several private market partnerships.

Cassidy Levine

Job Titles:

Investment Analyst California

Ms. Levine joined Pathway in 2023 and is an investment analyst in the California office. Her responsibilities include assisting with the analysis of new investment opportunities, maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Ms. Levine received a BSBA in finance and accounting from the University of Central Florida.

Chris Bran

Job Titles:

Monitoring Analyst California

Mr. Bran joined Pathway in 2023 and is a monitoring analyst in the California office. His responsibilities include maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Prior to joining Pathway, Mr. Bran was a student research assistant at CSUDH Toro Auxiliary Partners, where he assisted in an economic analysis of the impact of California's Proposition 64 on the South Bay Los Angeles region. He received a BS in business administration, with a concentration in finance, from California State University, Dominguez Hills.

Christina T. Nguyen

Job Titles:

Fund Accounting Manager California

Ms. Nguyen joined Pathway in 2022 and is a fund accounting manager in the California office. She is responsible for the accounting, financial reporting, and cash management of the firm's investment portfolios. Prior to joining Pathway, Ms. Nguyen worked as a tax accountant at Kieckhafer, Schiffer & Co LLP, where she prepared tax returns for high-net-worth individuals, corporations, and partnerships. Prior to that she worked as an accounting manager at Inabata America Corporation, a Japanese trading company, where she managed cash, FX contracts, tax, and fixed assets, as well as prepared monthly, quarterly, and annual financial statements in accordance with GAAP. Ms. Nguyen received a BA in accounting from California State University, Fullerton, where she was on the dean's honor list.

Christopher M. Lopez

Job Titles:

Editor and Production Manager California

Mr. Lopez joined Pathway in 2001 and is based in the California office. He is primarily responsible for editing and overseeing the design and production of Pathway's communications and reporting materials, including investment analysis and monitoring reports, advertising and marketing materials, client presentations, research white papers, and compliance documents. Prior to joining Pathway, Mr. Lopez was a writer and editor in the marketing communications department of Alesis Studio Electronics, and prior to that he worked in the communications department of the J. Paul Getty Trust and the Getty Museum, where in addition to his media relations duties, he edited the content and design of press releases, print ads, marketing brochures, and exhibition-related materials. His previous communications experience includes positions at Columbia Records, Hollywood Records, E! Entertainment Television, and the Automobile Club of Southern California. Mr. Lopez received a BA in communications, with an emphasis in public relations, from California State University, Fullerton.

Daniel F. Huang

Job Titles:

Senior Controller California

Mr. Huang joined Pathway in 2021 and is a senior controller in the California office. He is responsible for the accounting, financial reporting, and cash management of the firm's investment portfolios. Prior to joining Pathway, Mr. Huang was a controller at Kayne Anderson Capital Advisors, where he was responsible for investment accounting, financial statement and audit preparation, and investor reporting for marketable securities and real estate debt funds. Prior to his tenure at Kayne Anderson, Mr. Huang was an accounting manager at Nuveen Investments. His experience also includes performing assurance services while working at Rothstein Kass and RSM, where he specialized in hedge fund, private equity fund, and credit union clients. Mr. Huang earned a BA in business economics from the University of California, Santa Barbara. He is a certified public accountant.

Daniel Gonzalez

Job Titles:

Monitoring Analyst California

Mr. Gonzalez joined Pathway in 2023 and is a monitoring analyst in the California office. His responsibilities include maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Prior to joining Pathway, Mr. Gonzalez was a student research assistant at CSUDH Toro Auxiliary Partners, where he assisted in an economic analysis of the impact of California's Proposition 64 on the South Bay Los Angeles region. He received a BS in business administration, with an emphasis in finance, from California State University, Dominguez Hills.

Daniel Medina

Job Titles:

Marketing Analyst California

Mr. Medina joined Pathway in 2023 and is a marketing analyst in the California office. His responsibilities include assisting in the preparation of RFPs and presentations, maintaining prospect/consultant files, and developing and gathering information relevant to business development and client servicing. Prior to joining Pathway, Mr. Medina worked as a project manager for financial services firm Association Reserves. He received a bachelor's degree in business administration from Towson University.

David J. Tosches Sr.

Job Titles:

Vice President - Human Resources California

Mr. Tosches joined Pathway in 2017 and is a senior vice president in the California office. His responsibilities include the overall administration, coordination, and evaluation of the human capital requirements for Pathway's two U.S. and two international offices. These requirements include recruitment, employee relations, and benefits administration, as well as legal compliance related to all aspects of employment. He also serves on the firm's Diversity & Inclusion Committee. Prior to joining Pathway, Mr. Tosches worked for 20 years in the human resources in various industries, including banking and auto finance, healthcare and insurance, and financial services. Mr. Tosches received a BS from California State University, Fullerton.

Derrek I. Ransford

Job Titles:

Managing Director California

Mr. Ransford joined Pathway in 2002 and is a managing director in the California office. He is responsible for investment analysis and conducting due diligence on primaries, secondaries, and co-investments; negotiating and reviewing investment vehicle documents; and client servicing. Mr. Ransford is co-head of Pathway's co-investment team and is a member of the firm's Co-investment Subcommittee. Mr. Ransford also serves on the advisory boards of several private market partnerships. Prior to joining Pathway, Mr. Ransford worked for two years at Deloitte & Touche as an auditor and at Arthur Andersen for one year as a financial analyst in the Financial Valuations Group. Mr. Ransford received a BA in business economics, with an emphasis in accounting, from the University of California, Santa Barbara. He is a CFA charterholder and a certified public accountant (inactive).

Dev Pant

Job Titles:

Investment Analyst California

Mr. Pant joined Pathway in 2022 and is an investment analyst in the California office. His responsibilities include assisting with the analysis of new investment opportunities, maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Prior to joining Pathway, Mr. Pant worked as a business consultant at EY. He received a BBA in finance from the University of Texas at Austin.

Dillon E. Jalbert

Job Titles:

Associate
Associate Providence

Mr. Jalbert joined Pathway in 2019 and is an associate in the Rhode Island office. His responsibilities include assisting with the analysis of new investment opportunities, maintaining Pathway's various databases, analyzing and monitoring investments and their performance, and generating client reports. Mr. Jalbert received a BS in economics from University of Connecticut.

Douglas K. Le Bon - CEO, Founder

Job Titles:

Cofounder
Senior Managing Director
Senior Managing Director California

Mr. Le Bon is a senior managing director and cofounder of Pathway whose private market experience dates back to 1979. Based in Pathway's California office, Mr. Le Bon is involved in all aspects of Pathway's investment and client-servicing activities. He is a member of various Pathway committees, including the firm's Management Committee, Investment Committee, and Co-investment Investment Subcommittee. Before forming Pathway in 1991, Mr. Le Bon was a vice president and principal of Wilshire Associates Inc. and cofounder and head of Wilshire's Special Investments Division. This independent division of Wilshire focused exclusively on assisting institutions with investment in the private equity asset class. Prior to joining Wilshire in 1983, Mr. Le Bon was a valuation consultant with Houlihan, Lokey, Howard & Zukin Inc. beginning in 1979. Mr. Le Bon has served on the advisory boards and valuation committees of several private market partnerships. He received a BS in business administration and an MBA from California State University, Dominguez Hills.

Dustin T. Hankins

Job Titles:

Senior Vice President - Tax California

Mr. Hankins joined Pathway in 2008 and is a senior vice president in the California office. He is responsible for tax compliance of all funds of funds on behalf of Pathway and its clients. Prior to joining Pathway, Mr. Hankins worked for Gelman LLP, the Busch Firm, and Squarmilner Certified Public Accountants and Financial Advisors, in which places he worked on a wide range of tax strategies, consulting, and compliance services for businesses, trusts, and individuals. Mr. Hankins received a BS in accounting from the University of San Diego and a JD from Chapman University and is a certified public accountant.