Paul Gerard O'Neill

Citizens Bank, NA (Investment Management) (Citizens Bank-IM) is the investment management division of Citizens Bank, NA, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). The firm manages assets for individuals and institutions. Citizens Bank-IM is headquartered in Providence, Rhode Island.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

PricewaterhouseCoopers LLP engages in the provision of accounting services. Its services include audit and assurance, accounting advisory, risk assurance, tax management, corporate insolvency, life cycle assessment, forensic services, private equity advisory, and financial reporting valuations. The company is headquartered in London, the United Kingdom.

Butterfield Bank (Guernsey) Ltd. provides private banking, lending and fiduciary services, discretionary investment management, custody, and administered banking services. It offers deposit, cash management and lending solutions for individual, business and institutional clients, trust, private banking, asset management and custody. The company was founded in 1973 and is headquartered in St. Peter Port, the United Kingdom.

Part of Royal Bank of Canada, BDDL Ltd. is a law firm that offers a vast experience in law, a large and well-coordinated team of professionals, and a fundamentally new approach to working with clients. The company is based in London, UK. The British company prioritizes an individual approach to each client and strive to introduce innovation in their services. The company was founded in 1971. BDDL was acquired by Brewin Dolphin Ltd. from Camellia Plc on May 10, 2017 for $34.81 million.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006.

LendingClub Bank, NA provides online banking services. The firm offers checking accounts, loans and insurance, credit cards, accounts, , lending, cash management, escrow services and deposit services for personal, business and institutions. The company was founded in 1987 and is headquartered in Boston, MA.

Capita Employee Benefits Ltd. provides employee benefits and pension solutions. It also provides consulting solutions, including auto-enrolment, actuarial and defined benefit, client communications, investment consulting and health and risk. The company is headquartered in London, the United Kingdom.

Part of The Bank of N.T. Butterfield & Son Ltd., Leopold Joseph Holdings Ltd. is an investment holding British company. The company is based in London, UK and was founded in 1963.

First Florida Integrity Bank provides retail banking and personal and commercial banking services to individuals, families and businesses in Collier County, Florida. Its offerings include checking, savings, money market, certificate of deposit, IRA's, consumer loans, mortgage loans, investments and credit cards and services such as electronic banking, online bill payment, mobile banking, e-statements, coin counter and check ordering. The company was founded in 2007 and is headquartered in Naples, FL.

OneSavings Bank Plc engages in the provision of financial services. It operates through the OneSavings Bank plc (OSB) and Charter Court Financial Services Group plc (CCFS) segments. The OSB segment covers market sub sectors that offer high growth potential and attractive risk adjusted returns. The CCFS segment focuses on providing Buy-to-Let and specialist residential mortgages, mortgage servicing, administration and credit consultancy, and retail savings products. The company was founded on July 13, 2010 and is headquartered in Chatham, the United Kingdom.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

Walker Crips Stockbrokers Ltd. (Investment Management) (Walker Crips-IM) is the investment management division of Walker Crips Stockbrokers Ltd., itself a subsidiary of Walker Crips Group Plc (LSE: WCW) in Great Britain. Headquartered in London, Walker Crips-IM was founded in 2003 and provides a range of investment management services for institutional ad private investors.

Rowan Dartington & Co. Ltd. (Rowan Dartington) is an investment management firm headquartered in Gloucestershire, UK. The firm was founded in 1990 as Oval (823) Ltd. They are a subsidiary of Rowan Dartington Holdings Ltd., ultimately owned by St. James's Place Plc (LON: STJ). Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts. The firm offers a broad range of portfolio management services, specializing in advisory and discretionary investment management.

Part of OSB Group Plc, Broadlands Finance Ltd. is a British company that provides administrative services. The company is based in Wolverhampton, UK. Founded in 2009.

Part of OSB Group Plc, Charter Mortgages Ltd. is a British subsidiary company of Charter Court Financial Services Limited. The company is based in Wolverhampton, UK and is authorized and regulated by the Financial Conduct Authority. Charter Mortgages Limited provides mortgage services and support to customers experiencing financial difficulties. The company treats its customers fairly and is available to help with general account enquiries, mortgage statements, direct debits and standing orders, and early repayment quotations. Charter Mortgages Limited is closed to new mortgage business.

Exact Mortgage Experts Ltd. provides administrative services. The company was founded on November 14, 2008 and is headquartered in Wolverhampton, the United Kingdom.

Vintage Asset Management Ltd. (VAM) is an independent asset management firm headquartered in London, UK. The firm was founded in 2008 and manages portfolios for individuals, families, companies, and trusts. VAM offers a range of services to meet clients’ individual circumstances and can establish bespoke portfolios that are tailored to clients' financial position and expectations.

Radius Bank Security Corp. provides financial services. It offers banking products and services to individuals, commercial, middle market and small businesses, union organizations and members, pension funds, municipalities, and not-for-profit organizations. The company was founded in 1987 and is headquartered in Boston, MA.

Walker Crips Ventures Ltd. engages in the provision of financial intermediary services. It advises and arranges deals in life and pension policies. The company was founded on August 30, 2006 and is headquartered in York, the United Kingdom.

Monzo Bank Ltd. provides investment banking services. It offers digital retail bank, fintech and digital banking. The company was founded by Paul Rippon, Jonas Huckestein, Gary Dolman, Tom Blomfield and Jason Bates in February 2015 and is headquartered in London, the United Kingdom.

Part of The Marygold Cos, Inc., Marygold & Co. (UK) Ltd. functions as an investment holding British company. The company is based in Croydon, UK. The company was founded in 2021. Matthew Barnet Parden has been the CEO of the company since 2021.