Steve Sikes

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

S & Co., Inc. (SCI) is an independent registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1988, SCI provides investment advice to individuals (primarily high net worth individuals), trusts, estates and charitable organizations. Most of the beneficiaries of these trusts, as well as the individuals, are members of the Saltonstall family.