Matthew Hall Taylor

Permit Capital Advisors LLC (PCA) is a wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2011 and is a subsidiary of Cerity Partners LLC. PCA manages client assets and serves an ultra-high-net-worth clientele.

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.

PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a subsidiary of PGIM Holding Co. LLC, owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses that specializes in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group).

UMS Group, Inc. provides management consulting services. It provides performance and asset management solutions. It provides services to the drinking & waste water, transmission, electric & gas distribution and energy retail industries. The company was founded by Jack M. Shearman in 1989 and is located in Parsippany, NJ.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Founded in 2006 by Colleen Scharpf, Eric Scharpf and Matt Taylor, Cheswold Lane Asset Management LLC is a registered investment advisor located in West Conshohocken, Pennsylvania. The firm manages separate accounts for endowments, foundations, pension funds, 401(k) plans, high net-worth investors and family trust accounts. Their separate account investment services are offered on a stand-alone basis or in conjunction with the firm's global custodian, accounting services and other financial services. Cheswold Lane Asset Management also manages the Cheswold Lane Funds and the Cheswold Lane International High Dividend Fund (CLIDX).