Doug Sheres

Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.

Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals.

Founded in 2011 by Douglas Sheres, Paramo Capital Partners LLC is a hedge fund manager located in Del Mar, California.