Mike Delfino

Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.

Part of Equitable Holdings, Inc., Shields Asset Management, Inc. is an American company that manages pension assets. The company is located in the US. Shields Asset Management was acquired by AllianceBernstein LP from Xerox Corp. on June 10, 1993 for $85 million.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993.

The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.