Ross Johnson Loomis

United Bank (Virginia) is an investment management firm headquartered in Vienna, Virginia. The firm is a subsidiary of United Bankshares, Inc. (NASDAQ: UBSI). United Bank provides a range of trust and investment management services for individuals, families and businesses.

Part of United Bankshares, Inc. (West Virginia), United Brokerage Services, Inc. provides investment advice. The company is based in Parkersburg, WV.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

First American Bank is an asset management firm headquartered in Dundee, Illinois. The firm is a subsidiary of First American Bank Corp. They provide a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses.

UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT.

Virginia National Bank provides banking and financial services. The firm operates through two segments: The Commercial Bank and VNB Trust. The Commercial Bank segment involves making loans and generating deposits from individuals and businesses. The VNB Trust segment offers services, which include investment management, trust account administration and estate planning. It offers personal banking, business banking and treasury management services. The company was founded on July 29, 1998 and is headquartered in Charlottesville, VA.

Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York.