Elizabeth Schaefer

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).

Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.