Laurie J. Berke

Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

TGroup LLC is an independent international research and consulting firm headquartered in Westborough, Massachusetts. The firm was founded by Larry Tabb in 2003 as The TABB Group and became TGroup LLC in 2016. TGroup focuses exclusively on capital markets. They provide clients with unparalleled insight into the Securities and Investment Management industry segments, with experience in the various sectors including derivatives, equities, foreign exchange and the bond markets.