Matthew Vetto

Douglas Lane & Associates LLC, dba Douglas C. Lane & Associates (DCLA), is a SEC-registered investment advisor headquartered in New York City. Formed in 2016 as the result of their acquisition by Focus Operating LLC, the firm is the successor to Douglas C. Lane & Associates, Inc., a registered investment advisor that was founded in 1994 by Douglas Lane. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS), a holding company. DCLA provides asset management for high-net worth individuals, families, trusts, endowments, corporations, pension and retirement accounts, foundations and institutions.

Founded in 1994, Douglas C. Lane & Associates, Inc. is a registered investment advisor located in New York City. The firm provides wealth management for high net-worth individuals and families, trusts, endowments, corporations, pension and retirement accounts, foundations and institutions.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.