Tom Conte

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards.

Founded in 1999, TBP Advisors Ltd., formerly Thorson Brown & Plunkett, is a registered investment advisor located in Purchase, New York. The firm acquired Douglas, Noyes & Co., Inc. in 2005. TBP Advisors offers equity, fixed-income and balanced account management services to high net-worth individuals, families and small institutions.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.