William K. McElroy

First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company.

Greenwich, Connecticut-based Axe-Houghton Associates, Inc. (AHA) provides asset management services to a client base of public and corporate employee benefit plans, corporations and other institutional clients.