Richard E. Santee

Founded in 1999, Philadelphia Trust Co. is an investment advisor and trust company located in Philadelphia, Pennsylvania.

Part of ESSA Bancorp, Inc., ESSA Bank & Trust is a financial institution that offers a full range of commercial and retail financial services, insurance, investment, and trust solutions. In addition to its financial services, ESSA Bank & Trust also provides asset management and trust services, investment services through Ameriprise Financial Institutions Group, and insurance benefit services through ESSA Advisory Services, LLC. Founded in 1916 and headquartered in Stroudsburg, PA, the company has total assets of $1.90 billion and operates 22 community offices throughout the greater Pocono, Lehigh Valley, Wilkes-Barre, and suburban areas. Gary S. Olson has been the CEO of the company since 1977.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Saucon Insurance Co. (Investment Portfolio) (Saucon-IP) is the investment portfolio division of Saucon Insurance Co., an insurance company headquartered in Bethlehem, Pennsylvania. The firm was founded in 1832 and is owned by Saucon Holding Co. Saucon-IP manages the investment portfolio of insurance clients.