Nick Frelinghuysen

Founded in 2010, Chilton Trust Co. LLC is an investment advisor located in Palm Beach, Florida. The firm is a subsidiary of Chilton Investment Co. LLC, a global asset management firm and hedge fund manager with offices in Stamford, Connecticut and New York City. Chilton Trust Co. provides wealth management services to ultra high net-worth individuals. Their services include asset allocation advice, as well as portfolio management services such as separately managed accounts, tax advice and trust/estate planning.

Chilton Investment Co. LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1992 by Richard L. Chilton, Jr. They are majority owned by Chilton Investment Co., Inc. (CICO). Chilton Investment manages the assets of several private investment funds that generally are structured as US limited partnerships or BVI corporations. They also manage the investments of one or more private accounts, which generally are established by foundations, endowments, high net-worth individuals or families, pension plans, insurance companies or other institutional investors.

Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.