Ian B. MacCallum

Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios.

Cannell & Co. is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Peter B. Cannell in 1973 as Peter B. Cannell & Co., Inc. They are a subsidiary of PBC Acquisition Corp., Inc. PBC manages assets on behalf of individuals, pension and profit-sharing plans, trusts, estates, non-profit organizations, partnerships, corporations and other business entities.

Part of The Goldman Sachs Group, Inc., Walter N. Frank & Co. LLC is a company that provides securities brokerage services on the New York Stock Exchange. Walter N. Frank & Co. LLC is based in New York, NY. Walter N. Frank & Co. was acquired by The Goldman Sachs Group, Inc. on June 26, 2002.

Cyrus J. Lawrence, Inc. provides investment advice. The private company is based in New York, NY.

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.