Sean Aloysius Bergin

Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities.

Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations.