T. Kirkham Barneby

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities.

American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY.

Part of Dean Foods Co., Franklin Holdings, Inc. manufactures metal cans, plastic containers, and films and packaging equipment. The company is based in Syosset, NY. Franklin Holdings was acquired by Suiza Foods Corp. on June 01, 1998 for $165.75 million.

Centre Asset Management LLC (Centre) is a registered investment advisor headquartered in New York City. The firm was founded by James Abate and Marc Bothwell in 2006. Centre manages differentiated products in fund advisory and sub-advisory mandates in institutional and investor share classes accessible in multiple jurisdictions and currencies.