Theodore Wesley Brooks

Nordwand Advisors LLC is a SEC-registered investment advisor and multi-family office headquartered in Radnor, Pennsylvania. The firm was founded in 2022 and is owned by Nordwand Capital LLC. Nordwand Advisors provides custom advisory services that range from investment management to trust and estate planning to philanthropic strategies to a select group of ultra-high-net worth families.

CenterSquare Investment Management LLC (CenterSquare) is a SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm was founded in 2017 and is wholly owned by CenterSquare Investment Management Holdings LLC. CenterSquare provides discretionary and non-discretionary investment advisory services to institutional and high net worth investors in the form of separate accounts and pooled investment vehicles.

Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK).

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.