Rahul R. Shah

Red Spruce Capital LLC (Red Spruce) is an independent registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded by Amish B. Desai and Mark J. Vasquez in 2011. Red Spruce offers investment advisory services to individuals, high net worth individuals, businesses, trusts and estates in Pennsylvania and other states.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC.

OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.