Joseph Richard Julian

Highmore Group Advisors LLC (Highmore) is a SEC-registered asset management firm headquartered in New York City. They are a wholly-owned subsidiary of Highmore Group Holdings LP. The firm was co-founded by Brian Altenburg and Dipak Jogia in 2014. Highmore provides investment advisory or sub-advisory services to high-net worth individuals, businesses, and institutional clients, such as private funds.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.

Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates.