William Allen Goldstein

PrivateBancorp, Inc. operates as a bank holding company, which through its subsidiary, The PrivateBank & Trust Co., provides banking products and services. The bank offers commercial banking, commercial and real estate lending, treasury management, personal banking, wealth management and trust, capital market, investment and investment banking services. It operates through three segments: Banking, Asset Management and The Holding Company Activities. The Banking segment includes commercial and personal banking services, which includes mortgage originations. The Asset Management segment includes investment management, investment advisory, personal trust and estate administration, custodial and escrow, retirement account administration and brokerage services. The Holding Company Activities segment includes the direct and indirect ownership of banking and nonbanking subsidiaries and the issuance of debt and intersegment eliminations. PrivateBancorp was founded by Ralph B. Mandell in 1989 and is headquartered in Chicago, IL.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC.