Jason M. Recio

Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group.

Atlanta Capital Management Co. LLC (Atlanta Capital) is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1969 and is a direct subsidiary of Eaton Vance Acquisitions LLC (EVA), which is owned by Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was an indirect wholly owned subsidiary of Eaton Vance Corp. Atlanta Capital offers professional investment advisory services to a broad range of institutional and retail clients.

Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families

Invesco Realty, Inc. is a private equity firm located in Dallas, Texas. The firm is a subsidiary of Invesco Ltd.