Aaron Cohen

Evolution Wealth Advisors LLC (EWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Aventura, Florida. The firm was founded in 2016 and is principally owned by Roberto Vainrub through the Roberto Vainrub Revocable Trust. EWA provides advisory services to high-net-worth individuals, family office, corporations or other business entities, and foundations. The firm also sponsors a Wrap Fee Program.

JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY.

AV Securities, Inc. is an independent broker/dealer headquartered in Panama City, Panama. It was founded in 2008 as Avam Investment Managers, Inc. The firm securities services in local and international stock market for institutional clients.

Activos y Bienes Inmobiliario provides real estate services.

Part of Mercantil Servicios Financieros CA SACA, Mercantil CA Banco Universal operates as a state chartered commercial bank. The company is based in Caracas, Venezuela.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

GYL Financial Synergies LLC is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Gerald B. Goldberg and Jonathan S. Yolles in 2014. They are wholly-owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). GYL Financial Synergies provides institutional consulting and investment management services to institutions and retirement plans. Their private client division, which advises individuals and high-net-worth individuals, operates under the name GYL Resnick.