Jerry Thunelius

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.

Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.

Founded in 1982, Atalanta Sosnoff Management LLC (ASM) is a wealth management firm and registered investment advisor located in New York City. The firm is wholly-owned by Atalanta Sosnoff Capital LLC (ASC), a registered investment advisor retained by ASM as the sub advisor on all of their clients’ accounts. All investment decisions made on behalf of ASM's client accounts are made by members of ASC’s Investment Committee. ASM provides investment advisory services on a discretionary and non-discretionary basis to provides investment advisory services on a discretionary and non-discretionary basis to separately managed accounts including individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.

Founded in 1990, Cutwater Investor Services Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of Cutwater Holdings LLC and their ultimate parent is MBIA, Inc. (NYSE: MBI). They manage fixed-income institutional funds, including MBIA's insurance-related investment portfolio, as well as those held by state and local government entities, school districts, municipalities, insurance companies, unions and corporations.

Founded by Ronald Sellers in 1992, Atlantic Asset Management LLC is a hedge fund manager headquartered in Stamford, Connecticut. The firm offers a range of investment products and services, from traditional fixed-income to hedge funds and derivatives. Their clients include public and private pension funds, labor unions, foundations, endowments, corporations and high net-worth individuals.

Gartmore Morley Capital Management, Inc., a division of Gartmore Morley Financial, is a registered investment advisor located in Lake Oswego, Oregon. Gartmore Morley Financial is a wholly owned subsidiary of Gartmore Global Investments, Inc. Their ultimate parent is Nationwide Financial Services, Inc. (NYSE: NFS)

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Founded in 2007, TCP Global Investment Management LLC is a registered investment advisor located in Radnor, Pennsylvania. The firm is a subsidiary of Trinity Capital Partners LP.