Whitney Merrill

LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY.

Founded in 1996 by Marisa Maher and Jonathan O' Herron, Westport Capital Markets LLC is an independent financial services company that operates as both as a registered investment advisory firm and as an independent broker/dealer. The firm is a member of FINRA, the MSRB and the SIPC. They clear transactions through JP Morgan Clearing Corp.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

MUFG Securities Americas, Inc. is the US-based broker/dealer subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. The firm is headquartered in New York City with offices in San Francisco, Los Angeles, Houston, and Chicago. MUFG Securities Americas was founded in 2003 and were formerly known as Mitsubishi UFJ Securities (USA), Inc. They offer an expansive product suite through capital markets, credit, rates, equities and structured products.