Andrew Mehalko

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY.

LGL Partners LLC is a multi-family office and SEC- registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Paul Gregorchuk, William Luterman and Keith Bloomfiled in 2010. They are wholly-owned by FWM Holdings LLC. LGL Partners provides investment management, financial planning and consulting services to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

Founded in 2012, AM Global Family Investment Office is a registered investment advisor located in West Palm Beach, Florida. The firm's principal owner is AM Global Holdings LLC, which is in turn majority owned by Andrew Mehalko and Stephen Barimo. They provide investment advice and/or management services to individuals, high net-worth individuals, and profit sharing/pension plans.