Steven Jay Rothenberg

Carl Domino, Inc. (CDI) is an independent, SEC-registered investment advisor and money management firm headquartered in West Palm Beach, Florida. The firm was founded by Carl Domino and Michael J. Dixon in 2004. CDI provides investment advice to individuals and institutions.

Founded in 1993, Steinberg Global Asset Management Ltd. is a registered investment adviser headquartered in Boca Raton, Florida. The firm provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations and private corporations. Through their registered investment advisory firm, SG Select, LLC, they provide investment models to Placemark Investments, Inc., a UMA. Steinberg Global also provide the models to other third party investment platforms.

Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US.

First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company.