Kyle Aron de Paolo

Concord Investment Counsel, dba Mitchell Anthony Capital Management (MACM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Irvine, California. The firm was founded by Mitchell Pletcher in 1991. MACM provides advisory services to individuals, pension and profit-sharing plans, business entities, estates, and charitable organizations.

Eagle Strategies LLC (Eagle) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Nylife LLC, which is owned by New York Life Insurance Co. Eagle provides financial planning and investment management services to different types of clients and account types, such as individual investors, defined benefit and defined contribution plans, traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, trusts, estates, charitable organizations, donor-advised funds, and corporations and other business entities.