Albert H. Cheng

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.

Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor.

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

Founded in 1982, Atalanta Sosnoff Management LLC (ASM) is a wealth management firm and registered investment advisor located in New York City. The firm is wholly-owned by Atalanta Sosnoff Capital LLC (ASC), a registered investment advisor retained by ASM as the sub advisor on all of their clients’ accounts. All investment decisions made on behalf of ASM's client accounts are made by members of ASC’s Investment Committee. ASM provides investment advisory services on a discretionary and non-discretionary basis to provides investment advisory services on a discretionary and non-discretionary basis to separately managed accounts including individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.

Mpower Holding Corp. provides broadband data and voice communication services to business and wholesale customers. It offers local and long distance voice services, as well as internet access, voice over internet protocol telephony, data services, web hosting, and network access services. The company was founded in 1996 and is headquartered in Pittsford, NY.

Part of Guggenheim Capital LLC, Guggenheim Capital Markets LLC is a company that provides construction services. The company is based in New York, NY and was founded in 2001.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Pacific Corporate Group LLC operates as an investment management and advisory firm. The company provides private equity investment management services to institutional and high-net worth clients worldwide. The company was founded by Christopher Bower founded the company in 1979 and is headquartered in Colorado, CA.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

Intex Solutions, Inc. provides fixed-income cashflow models and related analytical software solutions. The firm's solutions include RMBS, ABS, CMBS, CDO, INTEXdesktop, INTEXnet, and INTEXlink. The company was founded by Tony Hatoun and Mark Gelfand in 1985 and is headquartered in Needham, MA.

Ahab Capital Management, Inc. (Ahab) is an independent hedge fund manager headquartered in New York City. Founded in 1994, Ahab provides investment advice to high net worth clients.

Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY.

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.

Part of Norwegian Cruise Line Holdings Ltd., Savant Investment Group LLC is a company that provides financial planning and wealth management services. The company is based in Emeryville, CA. The company was founded in 1991 by Tom Burkhart. Savant Investment Group was acquired by Mariner Wealth Advisors LLC on December 15, 2021.

Ranger Global Real Estate Advisors LLC (RGREA) is an independent registered investment adviser headquartered in New York and was founded in 2016. RGREA provides investment management services to their advisory clients, which are comprised of various pooled investment vehicles, including mutual funds, collective investment trusts and private investment funds, as well as separate accounts.