Daniel Jay Cohen

ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

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.

D'Orazio & Associates, Inc. is an independent, SEC-registered investment adviser and wealth management firm headquartered in Falls Church, Virginia. The firm was founded by Joseph A. D’Orazio in 2004. D'Orazio & Associates provides investment advisory services to individuals, high-net worth individuals, trusts and estates.

Clarity Financial LLC (dba RIA Advisors) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Connie Mack in 2009. RIA Advisors provides money management and financial planning services to individuals, families and business clients.