Keith Hamilton Wood

Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors.

Rewards Network, Inc. engages in the provision of restaurant business intelligence services. It offers financing and marketing solutions to restaurant industry. The company was founded in September 1984 and is headquartered in Chicago, IL.

Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust.

AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts.

Central Bank Illinois operates as a community bank. Its services include mortgage and agricultural lending, complete trust and wealth management, and deposit services. The company was founded on February 23, 1907 and is headquartered in Geneseo, IL.

Tilson Financial Group, Inc. (TFG) is an independent, SEC-registered investment advisor headquartered in Watchung, New Jersey. The firm was founded by Robert Tilson in 1991. TFG offers discretionary and non-discretionary investment management services, financial planning and consulting to individuals, pension and profit-sharing plans, trusts, and business entities.

Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis.

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

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.

Alternative Investment Group LLC provides investment advisory services. It also caters to high net worth individuals and family offices, foundations, endowments, corporate and public pension plans, and other personal and institutional tax-exempt capital. The firm invests in public equity, fixed income, and alternative investment markets. The company was founded by Stewart H. Greenfield and David Kingsbury Storrs in 1996 and is headquartered in Southport, CT.

Oak Investment Partners (Oak Investment Partners) is a venture capital firm founded in 1978 by Ed F Glassmeyer and Stewart H Greenfield. The firm is headquartered in Wilton, Connecticut.

Novak Biddle Venture Partners (Novak Biddle Venture) is a venture capital firm founded in 1997 by Biddle III A. G. W. and Novak Jr E Rogers. The firm is headquartered in Bethesda, Maryland.

Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY

Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.