Pat M. Morrissey

Founded in 2001, Saratoga Capital LLC is an SEC-registered broker/dealer headquartered in New York City. The firm specializes in providing technologically-advanced equity and derivatives execution and investment services to institutional money managers.

Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements.