Ron R. Macleod

Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.

FFO LLC provides wealth management services for individuals, families and advisors. Its solutions and services include family office consulting, cash flow management, tax planning and compliance, and data aggregation; advisory services, such as investment consulting, transaction advisory, insurance advisory, philanthropic advisory, and family governance; and lifestyle management. Its products and services are offered directly or through a network of service provider relationships. The company was founded by Rick Flynn in 2014 and is headquartered in New York, NY.

Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts.