Lisa Elizabeth Hurst

Dalton, Greiner, Hartman, Maher & Co. LLC (DGHM) is an investment advisory firm headquartered in New York City. It was founded in 1982 by Tim Dalton, Ken Greiner, Jim Hartman and Kevin Maher. The firm is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH), a bank holding company. DGHM offers investment advisory services on a discretionary basis to high net-worth individuals, trusts, estates, and charitable organizations, endowments and foundations, pension and profit-sharing plans, Taft-Hartley plans, and corporations or business entities.

Founded in 1997 by Robert E. Kern, Jr. and David G. Kern, Kern Capital Management LLC is a registered investment advisor located in Madison, New Jersey

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.

Founded in 1995 by Neal Goldman, Goldman Capital Management, Inc. is a registered investment advisor located in New York City. The firm manages hedge funds as well as separate portfolios for high net-worth individuals.