Alexandria Harris

Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships).

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Carter, Ledyard & Milburn LLP provides legal services. The private company is based in New York, NY.

HQ Capital Private Equity LLC is a Private Equity firm, a subsidiary of HQ Capital US LLC founded in 1989 by Marcel Alain Giacometti. The firm is headquartered in New York.

First Bethany Bancorp, Inc. is a bank holding private company based in Bethany, OK and has subsidiaries in the United States. The company's primary focus is on banking services.

MetaFund Corp (MetaFund) is a private equity and venture capital firm founded in 2000 by Tom Loy. The firm is headquartered in Edmond, Oklahoma.

Tompkins Mahopac Bank is a community bank that offers business credit cards, accounts, and loans in New York and Pennsylvania. The bank is committed to community involvement and holds various local events in NY and PA throughout the year. The American company provides an online request information form for easy access to more information on their services. The private company offers checking accounts for small businesses and nonprofits in both states.

Educational Records Bureau is an Educational Advisory Company that provides objective tools for K-12 schools to deliver actionable insights. The non-profit company is based in New York, NY. With over 90 years of academic assessment expertise, they offer Comprehensive Assessments and Writing Practice programs to improve students' skills. The Comprehensive Testing Program (CTP) is a rigorous assessment for students in Grades 1-11 covering reading, listening, vocabulary, writing, and mathematics.

Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York.

Educational Testing Service, Inc. engages in the provision of educational and professional testing services. The firm designs, develops, and implements customized assessment systems and support services to advance learning worldwide. It also provides services in the area of research, assessment development, test administration, test scoring, as well as instructional products and services. The company was founded in 1947 and is headquartered in Princeton, NJ.

Energy Capital Partners Management LP (ECP) is a private equity firm founded in 2005 by Doug Kimmelman. The firm is headquartered in Summit, New Jersey with an additional office in San Diego, Fort Lauderdale, New York City, Houston and Seoul .

Enlightened Hospitality Investments LP provides pooled investment services. The company is headquartered in New York, NY.

CSFC Management Co LLC (CapitalSpring) is a private equity firm founded in 2005 by Richard Fitzgerald and Christopher Unrath. The firm is headquartered in Nashville, Tennessee.

Motley Fool Ventures Management LLC (Motley Fool Ventures) is a venture capital subsidiary of The Motley Fool Holdings Inc founded in 2018. The firm is headquartered in Alexandria, Virginia.

Launch New York Inc (Launch New York) is a venture capital firm founded in 2012. The firm is headquartered in Buffalo, New York.

Kazoo, Inc. provides employee management services. The frim offers employee engagement, performance management, recognition and rewards, employee surveying, feedback services. Its products include recognition and rewards, performance management, engagement surveys, pricing, integrations and security. The company was founded by Kenny Tomlin and Autumn Manning and is headquartered in Austin, TX.

Growth Street Partners (Growth Street Partners) is a venture capital firm founded in 2016 by Stephen Wolfe and Nathan Grossman. The firm is headquartered in San Francisco, California.

Trilogy.com, Inc. is a company that specializes in edge computing and cloud installations. The company is based in Austin, TX. Trilogy utilizes its Linx™ virtual private network and Conex infrastructure platform to build a unified, distributed multi-tenant cloud capability on a single network fabric to provide 1.5 million square miles of edge compute capability across rural areas. Trilogy Metals Inc. is a metals exploration and development company that holds a 50 percent interest in Ambler Metals LLC, which has a 100 percent interest in the UKMP in Alaska. The company's vision is to develop the Ambler mining district into a premier North American copper producer. The Trilogy Heart Valve System is a novel TAVR device indicated for the treatment of both AR and AS. The company recently founded the Rural Cloud Initiative, which aims to promote and accelerate the digital transformation of rural areas. The company was founded in 1990 by Terry Bishop as a manufacturers representative firm and has since evolved into one of the largest and most respected sales, service, and consulting organizations in the electronics industry. The company was founded in 1989. Kathy Slowinski has been the CEO of the company since 2023.

TCP Management LLC (TCP Management) is a private equity firm founded in 2017 by Alex Western and Phil Trench. The firm is headquartered in Atlanta, Georgia.

Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.