Eric Chung

Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.