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For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A.

Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. Trust, Bank of America Corporation (“U.S. Institutional Investments &Philanthropic Solutions (Philanthropic Solutions) is part of U.S. ***Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Also considered were the advanced professional designations and accomplishment represented on the team. The advisors in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. **Source: Barron’s “Top Institutional Financial Advisors” list, April 2015, 2016, 2017, and 2018. *Asset allocation does not ensure a profit or protect against loss in declining markets. He previously served on the board of The World Is Just A Book Away, which builds school libraries in undeveloped countries.

Mike enjoys all sports including skiing and golf. Mike was named to 2015, 2016, 20 Barron’s Top Institutional Consultants List*. Mike holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ and is a graduate from U.C.

Our oversight includes implementing the investment strategy and closely monitoring overall portfolio structure. As of December 2017, we advise on over $9 billion in assets. He started in the financial services industry in October of 1983 and have been with Merrill Lynch since April of 1985. Mike is a Managing Director, Private Wealth Advisor and a designated Global Institutional Consultant at Merrill Lynch focused on institutional advisory services.