Jake E.J. Kelly

Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages.

Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.