Loretta Terrana

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Founded in 1975 by Charles Hickox and Parry Jones, Ashland Management, Inc is a registered investment advisor located in New York City. The firm provides investment management services to high net-worth individuals and institutional investors.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.

Hilton Capital Management LLC (Hilton) is SEC-registered investment advisor and wealth management firm headquartered in Garden City, New York. The firm was founded by William Garvey in 2001 and they are principally owned by Rafferty Holdings LLC. Hilton actively manages balanced and equity strategies for a diverse client base that includes corporate and public pensions, endowments, foundations, financial advisors, mutual funds, family offices, wealth managers, and individuals, nationwide.