Clay Alan Skurdal

Founded in 2001, Fieldpoint Private Advisors, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Fieldpoint Private Bank & Trust. They were previously known as Analytic Asset Management, Inc. Fieldpoint provides advisory services to the following types of clients: (1) individuals (2) high net-worth individuals (3) charitable organizations and (4) other corporations or other businesses

Invenio Wealth Partners LLC provides investment advice. The private company is based in Coral Gables, FL. The company was founded in 2022 by Joseph A. Fernández, Christina B. Hudson. Joseph A. Fernández has been the CEO since 2022.

Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT.

AlphaQ Advisors LLC (dba Haven Private) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Johnny Gibson and Syed Rizvi in 2006 as AlphaGen Asset Management LLC. Haven Private offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Part of The Bank of New York Mellon Corp., Ganz Capital Management, Inc. is an investment advisory services company. The company is based in Miami, FL. Ganz Capital Management was acquired by Mellon Financial Corp. on May 20, 1997.

BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.

SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA.

Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY.

Guy Carpenter & Co. LLC provides reinsurance services. Its services include accident and health, agriculture, environmental, general casualty, investment banking, life and annuity, marine and energy, property, and workers compensation. The company was founded in 1921 by Guy Carpenter and is headquartered in New York, NY.

The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY.

Part of ClubCorp Holdings, Inc., The University Club, Inc. offers club membership. The company is based in Cincinnati, OH.

Citigroup Global Markets Japan, Inc. (CGM-JP) is a wholly-owned broker/dealer subsidiary of Citigroup Japan Holdings GK, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Previously known as Nikko Citigroup Ltd., the firm was founded in 1999 as a joint venture between US-based Citigroup and Nikko Securities, based in Japan. Headquartered in Tokyo, CGM-JP provides brokerage services to governmental institutions, financial institutions, multinational corporations and institutional investors. Their sales and trading, distribution and research capabilities span a broad range of asset classes, currencies, sectors and products including equities, commodities, credit, futures, foreign exchange (FX), emerging markets, G10 rates, municipals, prime finance and securitized markets.

Dominari Securities LLC (DS) is a dually registered investment advisor and securities broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS typically acts as the introducing broker for transactions effected for clients’ advisory accounts.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.