During his time at Lehman Brothers, Inc., Mr. Paley was Global Head of Equity Capital Markets and Global Head of the U.S. Cash Equities Business. In these capacities, Mr. Paley managed over 700 people worldwide in Capital Markets, Trading, Sales, and Research. Mr. Paley was a member of the firm-wide Management Committee, Global Investment Banking Executive Committee, and the Global Equities Executive Committee.

Additionally, he spent two years as Chief Operating Officer of the Global Trading Strategies Group, where he was responsible for 20 professionals, managing $5 billion invested in Equities, Fixed Income, and Private Equity.

Mr. Paley spent 2007 as acting CEO and Supervisory Board member of Meridian 10 Holding AG, a German Shipping Investment Company. He was a founder of Meridian 10 while employed at Lehman Brothers, Inc.

Mr. Paley is currently a member for the Board of Trustees of Lehigh University and holds positions on the Investment sub-Committee of the Lehigh Endowment and the Executive Committee Advisory Board for the College of Business and Economics. He earned his B.S. from Lehigh University and his M.B.A. from Columbia University. Mr. Paley also holds the CPA designation.

Prior to joining Furman Selz in March 1995, Mr. Fraenkel spent seven years at Lehman Brothers, Inc.,  where he was a Managing Director and Director of Global Research overseeing 110 analysts located in New York, London, Tokyo, and Hong Kong. As Global Research Director, he participated in managing the department's ascension in the Institutional Investor poll from a rank of 15th in 1987 to 1st in 1990, 1991, and 1992.

Before Lehman Brothers, Mr. Fraenkel was Chairman and Chief Executive Officer of Market America Group, an investment advisory firm. He also spent four and a half years as Director of Equity Research and a member of the Board of Directors at Prudential Securities. He began his Wall Street career in 1974 as a Securities Analyst with Goldman Sachs & Company and was Chief Investment Strategist for E.F. Hutton from 1980 to 1982.

Mr. Fraenkel received a B.S. in Economics and Finance from Lehigh University and an M.B.A. from the Wharton School, University of Pennsylvania. He was elected to membership of Beta Gamma Sigma and Omicron Delta Epsilon, the national business school and economics honorary societies. He is a past Chairman of the Board of Advisors of the College of Business and Economics of Lehigh University. Mr. Fraenkel is a member of the New York Society of Security Analysts and the CFA Institute. He is also a member of the Board of Directors of Invention Machine Corporation and The Gerson Lehrman Group.

After departing Lehman Brothers, Inc., Mr. Sanborn ran two separate hedge funds that invested in equity and quantitative trading strategies. Mr. Sanborn has also been a private investor in several private companies and is currently a board member of Connotate, Inc.

Mr. Sanborn received a Bachelor of Science degree in Mechanical Engineering from Syracuse University and a Master of Business Administration degree from The University of North Carolina at Chapel Hill.

Before joining Jamison Prince Asset Management in 2001, Mr. Jamison was a partner at Brandywine Asset Management for seven years, where he was the Founder and Chief Investment Officer for the Private Client business. In that capacity, he was responsible for managing equity and balanced portfolios for institutional and individual clients. Mr. Jamison also served on the firm's Executive Committee as well as the Board of Directors. Prior to Brandywine, he spent five years as a Managing Director with Mitchell Hutchins Asset Management, Inc. and Chief Investment Officer of its subsidiary, PaineWebber Asset Management. For the previous seven years, he was at E.F. Hutton and Company, where he was a First Vice President and Chief Investment Officer of its subsidiary, Hutton Directions Management. Prior to that, Mr. Jamison was a Portfolio Manager at Bankers Trust.

Mr. Jamison holds a B.A. in Economics from Baldwin–Wallace College and an M.B.A. in Finance from Fairleigh Dickinson University.

Ms. Priolo received a B.S. in Accounting from Fairleigh Dickinson University and is a Certified Public Accountant.

Mr. Alviani earned a B.A. in Business with a concentration in Computer Science from the University of Delaware.

He joined CoreStates Bank in 1996 as Executive Vice President and Managing Director of the Personal Financial Services Group of CoreStates Asset Management with responsibility for all trust and estate, HNW investment management, and private banking activities. He was President and CEO of Glenmede Trust Company of New Jersey from 1998 until 2002. Since then he has served as a Director of Christiana Bank and Trust Company, Greenville, DE and as a consultant to a number of financial organizations.

He is a graduate of Brown University where he received an AB Degree in Political Science. Long active with community organizations, he currently is a Trustee of McCarter Theatre in Princeton, NJ and Morristown Memorial Health Foundation.

Mark serves both individuals and institutions. The bulk of his work is done in the high net worth area and the average age of these clients is 45 and above. Mark considers himself to be a holistic planner. He looks for clients who care about their well-being, their families, their businesses, and their future.

Mark is a graduate of Muhlenberg College in Allentown, PA. He is an active participant in various charitable organizations. Mark has been on the golf committee for the Hopes & Heroes Children’s Cancer Fund since 2005 and is a frequent guest speaker for the Juvenile Diabetes Foundation. He sits on the Board of Directors for the Mendham Patriots Basketball Program and coaches in the basketball and baseball programs in Mendham, NJ.

Mark L. Betlow, Registered Representative, Equity Services, Inc. Securities Offered Solely by Equity Services, Inc. Member FINRA/SIPC

Beacon Advisory Services Inc. is an affiliate of Beacon Trust.