Brendan Keelan

Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services.

Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth.

StableRiver Capital Management is a registered investment advisor located in Atlanta with an additional office Orlando, Florida. StableRiver is an independent subsidiary of RidgeWorth Capital Management, Inc. Their ultimate parent is SunTrust Banks, Inc. (NYSE: STI). Prior to 2008, StableRiver Capital Management was known as the Specialty Fixed Income division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. StableRiver specializes in managing high-quality taxable and tax-exempt fixed-income portfolios for institutional clients.