Sean Thomas Wright

Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor.

Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC.

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts.