Mary Lai

Dedicated to promoting the practice of investor relations within the business and financial communities. The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all. If interested in joining, please visit our membership page here! https://www.niri.org/membership/membership-overview/apply-for-membership

NIRI San Francisco Bay Area Chapter was established in 2025 after merging the NIRI San Francisco and NIRI Silicon Valley chapters to become the 3rd largest NIRI chapter. The chapter focuses on education through innovative programs and activities, mentoring, and networking opportunities for the local community, which includes corporate practitioners from Fortune 100 companies to small-cap and mid-cap firms, IR consultants, and service providers. The chapter offers programs designed to educate members and promote the exchange of ideas on IR strategies, techniques, and best practices in investor relations.

Dedicated to promoting the practice of investor relations within the business and financial communities. The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all. If interested in joining, please visit our membership page here! https://www.niri.org/membership/membership-overview/apply-for-membership

NIRI San Francisco Bay Area Chapter was established in 2025 after merging the NIRI San Francisco and NIRI Silicon Valley chapters to become the 3rd largest NIRI chapter. The chapter focuses on education through innovative programs and activities, mentoring, and networking opportunities for the local community, which includes corporate practitioners from Fortune 100 companies to small-cap and mid-cap firms, IR consultants, and service providers. The chapter offers programs designed to educate members and promote the exchange of ideas on IR strategies, techniques, and best practices in investor relations.

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.

Hall Capital Partners is an independent, privately owned investment advisor and Outsourced Chief Investment Office that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations. Our clients have made extraordinary contributions to business, philanthropy, government, academia, and society, and our investment activities enable our clients to continue these contributions. As of March, 31, 2024, we direct more than $45 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our approximately 185 employees operate from office in San Francisco and New York. Hall Capital Partners does not endorse any third-party postings or commentary.