Richard David Steinberg

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.

Founded in 2012, SG Select LLC is a registered investment advisor located in Boca Raton, Florida. The firm is a subsidiary of Steinberg Global Asset Management Ltd. The firm provides advisory services or asset allocation models to third party financial intermediaries through a UMA platform. SG Select also provides direct investment advisory services primarily to individual clients.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

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.