Tricia S. O'Neil

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions.

Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals.

Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations.

BL Healthcare, Inc. provides remote health management solutions. It offers solutions for linking members, providers, and caregivers for the monitoring and management of wellness and disease states at distributed points of healthcare access, particularly in the patient's home. The company was founded by Michael Mathur in 2005 and is headquartered in Mansfield, MA.

The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors.

Part of Assured Guaranty Ltd., Capital Guaranty Corp underwrites financial guaranty insurance. The company is based in San Francisco, CA. Capital Guaranty was acquired by Assured Guaranty Municipal Holdings, Inc., part of Assured Guaranty Ltd. from July 05, 2000 on December 20, 1995 for $200 million.

Part of Ambac Financial Group, Inc., Connie Lee Insurance Co. is an American company that guarantees university construction loans. The company is based in Washington. Connie Lee Insurance was acquired by Ambac Assurance Corp. on October 22, 1997.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Lifespan Corp. is a non-profit organization, which engages in the provision of health care systems management services. It offers ambulatory care services, blood bank cardiac services, continuing medical education, developmental disabilities services, drug testing and electron microscopy, and digital imaging. The company was founded in 1994 and is headquartered in Providence, RI.

Sabre Industries, Inc. designs and manufactures infrastructure products for the electric transmission and distribution and wireless communications industries. The firm's products include utility, towers, monopoles, transmission structures, wood pole equivalents, shelters, and ancillary components. The company was founded in 1977 and is headquartered in Alvarado, TX.

Goldman Sachs Real Estate Diversified Income Fund engages as a diversified closed-end management investment company. The firm offers common shares of beneficial interest. Its objective is to is to seek to produce income and achieve capital appreciation with low to moderate volatility and low to moderate correlation to the broader equity markets The company was founded on December 2, 2019 and is headquartered in New York, NY.