Marc L. Paley

Part of Institutional Capital Network, Inc., AXIO Group LLC provides business analytics solutions. The company is based in New York, NY. The company was founded by Marc L. Paley. Marc L. Paley has been the CEO since incorporation. AXIO Group was acquired by Institutional Capital Network, Inc. on December 31, 2021.

Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust.

Beacon Global Asset Management, Inc. is a registered investment advisor located in Morristown, New Jersey. The firm is a subsidiary of Beacon Financial Corp.

A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.

Part of iCapital, Inc., iCapital Markets LLC is a company that provides customized value-added services throughout the full structured note lifecycle. The company is based in New York, NY. The company specializes in providing calendar and custom structured notes optimized for today's low yield environment, empowering RIAs in their efforts to maximize client portfolio return and diversification. Founded in 2010, iCapital Markets combines traditional, in-person support practices with technology to drive increased outreach, product education, and awareness. The CEO of the company is Peter Horacek. iCapital Markets was acquired by iCapital Alternative Investments LLC on December 31, 2021.