Joe Sharma

Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices.

Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States.

Part of National Investment Managers, Inc., Lamoriello & Co., Inc. provides pension plans. The company is based in Warwick, RI.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients.