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INTERN SPOTLIGHT: Mason Kofi Harrington We are in the midst of summer and enjoying the mostly sunny days so far. During this time, we have had the great experience of welcoming Mason Harrington back as our summer intern. Mason first joined us as an intern in 2023 and has returned to further his industry knowledge and apply what he has been learning in college. Read more about Mason's experience below. Q: What college are you attending? A: Santa Clara University, Leavy School of Business. Q: What is your major? A: Business Undeclared but leaning towards finance. Q: What do you hope to learn in your internship? What do you hope to achieve in your future career in the financial services industry? A: I hope to learn more about the various investment types and the strategies involved in creating and managing client portfolios. I want to continue to pursue my passion for financial services whether in an investment role or one in wealth management. Q: Other interests outside of work? A: Some of my interests include spending time with friends, watching sports, staying active outside, and swimming. #InternSpotlight #IndustryExperience #FinancialServices #WealthManagement #SantaClaraUniversity #LeavySchoolOfBusiness

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