Anne Marie Pierno

William D. Witter, Inc. (WDW) was founded as a registered investment advisor in 1977. From 1966 to 1976 William Witter was the head of a similarly named Wall Street brokerage firm that specialized in institutional investment research. Today, WDW manages assets for institutional and individual clients and is a sub-advisor to a mutual fund. The firm is based in New York City.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.

Reik & Co. LLC is an independent registered investment advisor and wealth manager headquartered in New York City with an additional office in Sarasota, Florida. The firm was founded in 2006 by William J. Reik, Jr. Reik & Co. provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations.