Richard Bascom Seidel

Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA.

Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.

TriState Capital Holdings, Inc. was bank holding company, which provided commercial banking, private banking, and investment management services. It was operates through the following segment: Bank, Investment Management, and Parent and Other. The Bank segment focused on commercial banking products and services to middle-market businesses and private banking products and services to high-net-worth individuals. The Investment Management segment was delivered advisory and sub-advisory investment management services primarily to institutional investors, mutual funds, and individual investors. The Parent and Other segment consists of the general operating activity of the company. The company was founded on May 25, 2006 and is headquartered in Pittsburgh, PA.

Girard Capital LLC provides investment advice. The private company is based in King of Prussia, PA.

Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993.

TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA.