Jim Edward Minnick

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA.

TriState Capital Holdings, Inc. was bank holding company, which provided commercial banking, private banking, and investment management services. It was operates through the following segment: Bank, Investment Management, and Parent and Other. The Bank segment focused on commercial banking products and services to middle-market businesses and private banking products and services to high-net-worth individuals. The Investment Management segment was delivered advisory and sub-advisory investment management services primarily to institutional investors, mutual funds, and individual investors. The Parent and Other segment consists of the general operating activity of the company. The company was founded on May 25, 2006 and is headquartered in Pittsburgh, PA.

Kanaly Holdings LLC operates as holding company which provides wealth management and financial planning services. The company is headquartered in Houston, TX.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations.

TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA.