Matthew Greenwald

Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund.

Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.

Castleton Partners LLC (Castleton) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clermont, New York with an additional office in Vero Beach, Florida and New York City. The firm was founded by John Tamagni and Edward Reinoso in 2005. Castleton provides fixed income asset management to high net-worth clients.