Robert J. Scholz

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Sinobiopharma, Inc. develops pharmaceuticals. the firm is engaged in research and development, manufacture and marketing of biopharmaceutical products. The company was founded in 2004 and is headquartered in Nantong, China.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund.

Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.

The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA.

YMCA of the USA is a non-profit organization which provides health and social services. The firm offers adventure guides, aquatics, arts, camping, child care, health and fitness, adults, scuba, and sports programs to communities and families in the United States. The company was founded by George Williams in 1844 and is headquartered in Chicago, IL.

Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments.

JPMorgan Chase Bank (JPMorgan Hong Kong) is the Hong Kong-based wealth management arm of JPMorgan Chase & Co. (NYSE: JPM), an American multinational financial services company headquartered in New York City. JPMorgan Hong Kong provides corporate and investment banking, commercial banking, asset management and private banking services to local corporations and institutions, multinationals, governments and private clients.

Smith Investments engages in rental business. It offers three distinctly different Villages with services, amenities and an array of floor plans. The company is headquartered in Millington, TN.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Collegiate School operates private elementary and secondary schools. It offers children to develop their intellectual, ethical, artistic, and physical development. The firm also offers K-12 programs for cultivating individual talents and interest. The company was founded by Helen Backer on September 23, 1915 and is headquartered in Richmond, VA.