Christopher M Barone

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Plotify Financial (UK) Ltd. provides platform for real estate investments. The company was founded on February 15, 2018 and is headquartered in London, the United Kingdom.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Morneau Shepell Ltd. provides human resources consulting and technology services. The company is headquartered in Singapore.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

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.

Wilson Human Capital Group, Inc. engages in the provision of solutions for recruitment process outsourcing and human capital consulting. It offers total talent solutions, recruitment process outsourcing, contingent workforce solutions, executive search, talent consulting, and employment branding. The company was founded by John B. Wilson in 2002 and is headquartered in Tampa, FL.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

CoAdvantage Corp. engages in the provision of human resources solutions. It includes payroll processing, benefits, risk management and compliance, human resources administration, recruitment services, and partner programs. The company was founded in 1997 and is headquartered in Tampa, FL.

Intrado Enterprise Collaboration, Inc. engages in providing audio, video and web conference communication services. It also offers audio, event, web and video conferencing solutions. The company was founded in 1991 and is headquartered in Chicago, IL.

Carco Group, Inc. engages in the provision of risk mitigation and security services. It offers background screening, compliance, HCM technology, and executive intelligence. The company was founded by Peter L. O'Neill in 1977 and is headquartered in Holtsville, NY.

People 2.0 Global LLC provides workforce-deployment platform for market makers in talent. Its services include recruiting, staffing, managed service providers, and compliance and consulting services. The company was founded by Charles Miller in 2001 and is headquartered in Exton, PA.

Benefit Resource, Inc. provides tax-free benefit programs solutions to its clients and participants. It offers commuter benefit plans, flexible spending accounts, health reimbursement accounts, and health saving accounts. The company was founded by Anthony J. DiBarnaba and Thomas A. Guiler in 1993 and is headquartered in Rochester, NY.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Compliance Solutions Strategies provides technology-enabled regulatory and compliance solutions. The firm’s products include accudelta, ascendata compliance manager, consensus, longboat analytics, shuttle, signal, silverfinch, sentry, shield and tradechannel. It serves asset managers, alternative investment funds, investment advisors, broker-dealers, banks and insurance companies. The company is headquartered in New York, NY.

eDriving LLC provides online driving courses. It offers mentor by eDriving, virtual risk manager, eLearning, Driving records, professional coaching, and risk managed insurance solutions. The company was founded was founded by Ed Dubens in 1993 and is headquartered in Carlsbad, CA.

Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

The Service Cos., Inc. provides outsourced housekeeping services. It offers services ranging from turn-key housekeeping and stewarding to public areas, kitchen, window and chandelier cleaning, gaming area cleaning, housekeeping management, floor care and restoration, marble floor care and restoration, grounds keeping and landscaping, laundry management, and valet services. The company was founded in 1987 and is headquartered in Miami Lakes, FL.

CIP Fund Management LLC (CIP Capital) is a private equity subsidiary of Compass Advisers Group LLC founded in 2010. The firm is headquartered in New York.

aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California.

Compass Advisers Group LLC provides investment, strategic and financial advisory services. It offers mergers and acquisitions, corporate restructuring, private placements, strategic alliances, joint ventures and partnerships, divestitures, spin-offs, takeover defense, and capital transaction services. The company was founded in 1996 and is headquartered in New York, NY.

RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN.

Provident Healthcare Partners LLC operates as healthcare investment banking firm. Its servicers include merger and acquisition advisory, alternative capital, board advisory, and direct investment. The company was founded by Robert Ciardi and is headquartered in Boston, MA.

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

CW Industrial Partners LLC (CW Industrial Partners) is a private equity firm founded in 1999 by Rob G McCreary. The firm is headquartered in Cleveland, Ohio.