Ken A. Pritzker

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.

Founded in 1993, Steinberg Global Asset Management Ltd. is a registered investment adviser headquartered in Boca Raton, Florida. The firm provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations and private corporations. Through their registered investment advisory firm, SG Select, LLC, they provide investment models to Placemark Investments, Inc., a UMA. Steinberg Global also provide the models to other third party investment platforms.