Joseph Sancio

Founded in 1946 Archibald B. Roosevelt and Edwin J. Cross, Roosevelt & Cross, Inc., is a broker/dealer headquartered in New York City with additional offices in Buffalo, New York, Jersey City, New Jersey, Hartford, Connecticut and Providence, Rhode Island. The firm is a registered broker-dealer specializing in tax-exempt and taxable municipal securities in the US. They offer a full array of investment services. Roosevelt & Cross is divided into departments specializing in municipal underwriting, trading, sales, public finance, and credit analysis. The firm is a member of the NASD and the SIPC.

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.