James Dolan

Part of Federated Hermes, Inc., Federated Shareholder Service Co. provides investment advisory services. The private company is based in Pittsburgh, PA.

TriState Capital Holdings, Inc. was bank holding company, which provided commercial banking, private banking, and investment management services. It was operates through the following segment: Bank, Investment Management, and Parent and Other. The Bank segment focused on commercial banking products and services to middle-market businesses and private banking products and services to high-net-worth individuals. The Investment Management segment was delivered advisory and sub-advisory investment management services primarily to institutional investors, mutual funds, and individual investors. The Parent and Other segment consists of the general operating activity of the company. The company was founded on May 25, 2006 and is headquartered in Pittsburgh, PA.

Federated International Management Ltd. offers mutual fund services. Its products include UCITS funds and institutional separate and managed accounts. The company was founded on November 11, 1990 and is headquartered in Dublin, Ireland.

Access Data Corp. provides technology solutions for financial services companies. The firm provides on-demand application which solves the omnibus sub-account transparency issue for mutual fund companies, protect, control and grow. The company founded by James J. Dolan and Daniel P. Cwenar in 1997 and headquartered in Pittsburgh, PA.

PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA.

TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA.

Liberty Bank & Trust Co. engages in the provision of personal, business, and institutional banking services. The firm offers online banking, capital asset fund, home mortgage loans, personal line of credit, mobile banking, corporate saving, capital asset commercial fund, and equipment financing. The company was founded by Alden J. McDonald and Norman C. Francis in 1972 and is headquartered in New Orleans, LA.