Joseph M. Brower

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA.

Soles Brower Smith & Co. provides investment advice. The private company is based in Greensboro, NC. The company was founded by Joseph M. Brower.

HSBC USA, Inc. provides commercial banking services. Its customers include individuals, including high net worth individuals, small businesses, corporations, institutions and governments. The company operates through the following segments: Retail Banking and Wealth Management (RBWM), Commercial Banking (CB), Global Banking and Markets (GB&M), Private Banking (PB), and Corporate Center (CC). The RBWM segment provides banking and wealth products and services, including personal loans, MasterCard and Visa credit card loans, deposits, branch services and financial planning products and services such as mutual funds, investments and insurance. The CB segment offers domestic and international services and banking, insurance and investment products to companies, government entities and non-profit organizations. The GB&M segment provides tailored financial solutions to major government, corporate and institutional clients as well as private investors worldwide. The PB segment provides private banking and trustee services to individuals and families with local and international needs which include specialist advisory services, including banking, liquidity management, investment services, custody services, tailored lending, wealth planning, trust and fiduciary services, insurance, family wealth and philanthropy advisory services. The CC segment includes BSM and legacy structured credit products, as well as a portfolio of residential mortgage loans, including certain loan servicing activities performed on behalf of HSBC Finance. HSBC USA was founded in 1973 and is headquartered in New York, NY.

Cary Street Partners Financial LLC provides financial advisory services. The firm offers wealth management, asset management, life insurance strategies and corporate benefits and retirement services. The company was founded by Mark M. Gambill and Thomas H. Tullidge, Jr. in 2002 and is headquartered in Richmond, VA.