Ted Cho

Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans.

Sanford C. Bernstein Asset Management is an investment advisor located in New York City. The firm is a subsidiary of AllianceBernstein LP and their ultimate parent is AXA SA (NYSE: AXA). They manage portfolios for individuals, trusts, pensions, endowments and foundations.

Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.