Don Herrema

Lepercq, de Neuflize & Co. is a privately owned holding company based in New York, NY and has subsidiaries in the United States. The company operates in asset management, real estate, and trust support services.

Part of Independent Insurance Group LLC, Independent Life Insurance Co. provides life insurance services. The company is based in Dallas, TX. The CEO of the company is James D. Atkins.

Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Bessemer Securities is a broker/dealer located in New York City. The firm is the brokerage arm of Bessemer Investment Management LLC and their ultimate parent is Bessemer Group, Inc.

Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services.

Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY.