Lovell Minnick Partners

STP Investment Services offers technology-driven outsourcing solutions for institutional managers, wealth managers, plan sponsors, fund managers, and family offices. Their services include investment operations outsourcing, fund services, business process solutions, portfolio accounting, data management, and more, enabling clients to concentrate on their core business objectives.

CenterSquare Investment Management is a real asset investment management firm that specializes in both listed and private equity real estate, as well as listed infrastructure investments. As a subsidiary of BNY Mellon, the company operates with a commitment to aligning its interests with those of its clients, partners, and employees. Headquartered in suburban Philadelphia, CenterSquare also has regional offices in Los Angeles and international presence in London and Singapore. The firm actively manages investments for institutional investors and high net worth individuals across global markets, focusing on enhancing the performance and resilience of their investment portfolios through strategic, research-driven approaches.

TriState Capital Bank, a subsidiary of TriState Capital Holdings, Inc., is a U.S.-based commercial and private bank serving middle-market businesses and high-net-worth individuals. It offers a range of deposit products, secured and unsecured loans, liquidity and treasury management services, and investment management services. The bank operates through two segments: Bank, which generates the majority of its revenue, and Investment Management, which serves institutional investors, mutual funds, and individual clients. TriState Capital Bank has its main office in Pittsburgh, Pennsylvania, and additional representative offices in Cleveland, Ohio; Philadelphia, Pennsylvania; Edison, New Jersey; and New York, New York.

TriState Capital Bank, a subsidiary of TriState Capital Holdings, Inc., is a U.S.-based commercial and private bank serving middle-market businesses and high-net-worth individuals. It offers a range of deposit products, secured and unsecured loans, liquidity and treasury management services, and investment management services. The bank operates through two segments: Bank, which generates the majority of its revenue, and Investment Management, which serves institutional investors, mutual funds, and individual clients. TriState Capital Bank has its main office in Pittsburgh, Pennsylvania, and additional representative offices in Cleveland, Ohio; Philadelphia, Pennsylvania; Edison, New Jersey; and New York, New York.