Ralph David Sinsheimer

The Union for Reform Judaism operates as a cooperative organization of Jewish congregations. It strengthens congregations and communities that connect people to Jewish life. The company was founded by Isaac Mayer Wise in 1873 and is headquartered in New York, NY.

Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

The Solaris Group LLC provides investment advisory services. The firm operates as a specialized investment and wealth consulting firm for families and not-for-profit institutions. The company was founded by Ralph David Sinsheimer, Albert Constantine Bellas and Stephen Brent Wells in 2003 and is headquartered in New York, NY.

Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients.

OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY.