Patrick McKenna

FirstCaribbean International Trust Company (Bahamas) Ltd. engages in the provision of trust, company administration, and mutual fund administration services. The company was founded in 1957 and is headquartered in Nassau, Bahamas.

CIBC Securities, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of the Canadian Imperial Bank of Commerce (NYSE: CM). The firm is the principal distributor of the CIBC Mutual Funds and the CIBC Family of Managed Portfolios. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Part of Canadian Imperial Bank of Commerce, CIBC Investor Services, Inc. provides investment services. The company is based in Toronto, Canada.

CIBC Private Wealth Group LLC provides investment services. The company is headquartered in Atlanta, GA.