Daniel John Fasciano

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Aviva Investors London Ltd. (United States), formerly MFM International, is a registered investment advisor located in Westborough, Massachusetts. The firm was also previously known as Norwich Union Investment Management. Aviva Investors London Ltd. (United States) is a subsidiary of London-based AVIVA Plc (LSE: AV)