Judith C. Wolk

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.

Part of Summit Financial Enterprises, Inc., Summit Bank, NA is a financial institution based in Panama City, FL. The bank offers a wide range of financial products and services to help customers achieve their financial goals. The company's approach is to meet customers where they are in their financial journey and provide expert advice to help them make informed decisions.

BofA Advisors LLC is an investment advisor located in Boston. The firm is a subsidiary of BofA Global Capital Management Group LLC and their ultimate parent is Bank of America Corp. (NYSE: BAC).