Bradley Berggren

Bear Stearns Cos., Inc. provides investment banking, securities trading and brokerage services. Their clients include corporations, institutions, governments and individuals. They are engaged in segments that encompass capital markets, wealth management and global clearing services. The company was founded in 1923 and is headquartered in New York, NY.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA.

K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT.

Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV).

Part of Franklin Resources, Inc., volScout LLC is a private company that provides wealth management services. The company is based in Westport, CT. volScout was acquired by Franklin Resources, Inc. on May 02, 2023. The company was founded by Bradley Scott Berggren, Jonathan Orseck.

Part of Franklin Resources, Inc., Franklin Managed Options Strategies LLC is a private company that provides investment advice. The company is based in Westport, CT. Founded in 2023.