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Global Portfolio Strategy | February 10, 2025

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Office: (415) 217-7900

48 Gold Street

San Francisco, CA 94133

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Christopher Owen and Michael Velzo have earned the Accredited Investment Fiduciary (AIF®) Designation. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology.

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Insurance Licensed in California:

Graham Green / CA / Jackson Square Financial / CA Insurance #0B11545

Christopher Owen AIF®/ CA / Jackson Square Financial / CA Insurance #0G62903

Michael Velzo, AIF® / CA / Jackson Square Financial / CA Insurance #0L74916