Michael Gaffney Dow

Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.

Founded in 1981, Reams Asset Management Co. LLC is a registered investment advisor located in Columbus, Indiana. The firm is a division of Scout Investments LLC, which acquired the firm in 2010. They manage investments in U.S. fixed-income assets for institutional clients including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, healthcare organizations, universities, foundations and endowments.

Beacon Pointe Wealth Advisors LLC provides investment management, financial, retirement planning and estate planning services. The company was founded on July 21, 2009 and is headquartered in Newport Beach, CA.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.