Adam A. Waldron

Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities

Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia.