WRIGHT INVESTORS' SERVICE - Key Persons

Job Titles:

• Investment Analyst

Ms. Somani received her Chartered Accountant degree from The Institute of Chartered Accountants of India (ICAI) and bachelor's degree in Commerce and Finance from University of Rajasthan, India. Ms. Somani, an Investment Analyst in Wright Investors' Service Inc, provides market research coverage for Consumer Discretionary, Consumer Staples, Communication Services, Energy and Materials sectors and insights to support critical portfolio management functions overall. Before joining Wright, she was partner at Lohariwal & Associates, a Chartered Accountancy firm, wherein she handled different types of Statutory Audits and tax compliances of clients engaged in the business of Iron and steel, Real estate, and hospitality sector. Prior to this, she was credit manager at Tata Capital, a finance company managing the credit portfolio for the company. Ms. Somani joined Wright in 2021.

Job Titles:

• Chairman
• Chief Executive Officer
• Chief Investment Officer
• Chairman, Chief Executive Officer & Chief Investment Officer / Chairman, Chief Executive Officer & Chief Investment Officer / Chairman & Chief Executive Officer of Khandwala Capital Management, Inc

Chairman, Chief Executive Officer & Chief Investment OfficerChairman & Chief Executive Officer of Khandwala Capital Management, Inc. Mr. Khandwala received a BS in Economics, Accounting, International Business and Computers from the... Mr. Khandwala received a BS in Economics, Accounting, International Business and Computers from the University of Bombay, India, and an MBA in Investments, Corporate Finance, and International Finance & International Marketing from the University of Hartford. Mr. Khandwala has overall responsibility for US and International equity management including the direction and implementation of quantitative equities research. He chairs Wright's investment committee which sets overall investment strategy and asset allocation. Additionally, he is the portfolio manager for Wright's equity products. Mr. Khandwala manages the Mid Cap Core Strategy which received "Manager of the Decade 2021" and "Manager of the Decade 2014" awards as well as "Manager of the Decade 2013" and "Top Guns Bull & Bear Masters - December 2014" awards for Large Growth Strategy from PSN/Informa 1. In addition, Mr. Khandwala also received "Best of The Best" award from PSN/Informa 1 for the Large Growth Strategy he manages as of September 2014. Mr. Khandwala has been published in the Journal of Portfolio Management and has been involved in conducting empirical research in finance. He was also responsible for the management of 21 single country and regional funds domiciled in US and in Luxembourg. He is a member of the New York Society of Security Analysts. Mr. Khandwala is quadralingual in English, Hindi, Gujarati and Marathi. In 2022, Mr. Khandwala received the "Coronel Antonio Arredondo Civilian Medal for Merit" from the Republica de Colombia for professional and humanitarian achievements. In 2006, Mr. Khandwala received the Anchor Award from the University of Hartford as a distinguished alumnus. Mr. Khandwala served as Chairman of the Board of St. Vincent's Medical Center Foundation from 2014 to 2016. Mr. Khandwala was also a member of the Investment Committee of the St. Vincent's Medical Center Foundation until July 2017. In 2016, Mr. Khandwala was selected to the Physicians Contract and Compensation Committee of the St. Vincent's Medical Center, which he served until June 2020. In 2018, Mr. Khandwala acquired 100% of The Winthrop Corporation, parent of Wright Investors' Service, Inc., through Khandwala Capital Management, a company he owns and controls. Mr. Khandwala holds the Series 65 securities license. Mr. Khandwala joined Wright in 1986. Investment experience: 37 years.

Job Titles:

• Vice President - Information Technology

Ms. Carstensen received a BS in Applied and Computational Mathematics from the University of Connecticut. Ms. Carstensen is responsible for managing the design, procurement, development, operation, and maintenance of all aspects of technology at Wright. These systems include computing, networking, telephony and related hardware, as well as accounting, trading, and Wright's proprietary investment research software. Ms. Carstensen joined Wright in 1986.

Job Titles:

• President

Chief Investment Officer of Global Fixed Income Mr. van Daalen received a BA in Psychology from Wesleyan University and an MBA in Finance and International Business from New York University's Stern School of Business. Mr. van... Mr. van Daalen received a BA in Psychology from Wesleyan University and an MBA in Finance and International Business from New York University's Stern School of Business. Mr. van Daalen has overall responsibility for fixed income portfolio management. Mr. van Daalen manages the Mortgage-Backed Securities Fixed Income Strategy which received "Manager of the Decade 2022" award and Core Aggregate Fixed Income Strategy which received "Manager of the Decade 2018" award from PSN/Informa 1. Before joining Wright, he was a Director at Credit Suisse Asset Management following their purchase of Warburg Pincus Asset Management, which he joined in 1992. In addition to managing institutional assets, Mr. van Daalen was manager of several mutual funds, including the Warburg Pincus Fixed Income Fund. Prior to 1992, he was Assistant Vice President and managed fixed income investments for high net worth individuals in Citibank's International Private Bank. He is a member of the Stamford Society of Security Analysts. Mr. van Daalen was educated at l'Ecole Internationale de Genève and is trilingual in English, French and Dutch. Mr. van Daalen holds the Series 65, 7 and 63 securities licenses. Mr. van Daalen joined Wright in 2002. Investment experience: 41 years.

Job Titles:

• Vice President - Head of Trading

Mr. Moyher attended Fairfield University. He is responsible for US, international equity and fixed income trading. Prior to working as Head Trader, Mr. Moyher held various positions at Wright including initiating the Worldscope database office in Ireland, research analyst and assistant portfolio manager. Mr. Moyher holds the Series 7 & Series 63 securities licenses. Mr. Moyher joined Wright in 1984.

Job Titles:

• Investment Analyst

Ms. Gupta received her Chartered Accountant degree from The Institute of Chartered Accountants of India (ICAI) and bachelor's degree in Accounting and Finance from Shri Shikshayatan College affiliated to the Calcutta University in 2016. Ms. Gupta, an Investment Analyst in Wright Investors' Service Inc., provides research coverage for the Information Technology, Financials, REITs and Utilities sectors. Previously, she was working as a Senior Associate with Price Waterhouse Coopers( PwC) primarily involved as a Senior to test and review internal controls around the IT environment. She was also involved as a Senior Auditor to conduct Sales Review for a Real Estate Project in collaboration with CBRE, a Fortune 500 Company. Ms. Gupta joined Wright recently in 2021.

Job Titles:

• Assistant
• Portfolio Manager

Ms. Fleno received a BA in Accounting from Boston College and an MBA in Finance from Babson College. Ms. Fleno is a member of the fixed income team covering corporate and municipal bonds. In addition, Ms.Fleno provides research coverage for the healthcare and materials sectors. Previously, she was a Vice President and Portfolio Analyst at State Street Research & Management Co., a former wholly-owned subsidiary of MetLife, where she held a series of progressive financial positions. Ms. Fleno joined Wright in 2008.