David Henkin

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

Epic Financial Corp. provides marketing services for financial and business opportunities. The company has three divisions. Financial Software, Marketing and Promotion, Insurance Services and Consulting. Epic's financial wellness software provides consumers with a financial solution allowing them to accelerate and eliminate their financial liabilities by incorporating liability management, and wealth building strategies using state of the art software that contains 24 algorithms. The company was founded by Rodney R. Ray and John E. Ryan on February 14, 2000 and is headquartered in Chicago, IL.

Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates.

Silver Lake Group LLC engages in the investment management business. Its portfolio includes Silver Lake Partners, Silver Lake Sumeru, Silver Lake Waterman, and Silver Lake Kraftwerk. The company was founded by Jim Davidson and Glenn H. Hutchins in 1999 and is headquartered in Menlo Park, CA.

Terminal City Capital, Inc. is a capital pool company, which engages in identification and evaluation of assets or a business. It negotiates an acquisition or participation in a business once identified or evaluated. The company was founded on September 17, 2007 and is headquartered in Vancouver, Canada.

Milestone Partners Management Co LP (Milestone Partners) is a private equity firm founded in 1995 by William Scott Warren. The firm is headquartered in Radnor, Pennsylvania.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Part of International Business Machines Corp., IBM Business Consulting Services, Inc. provides information technology consulting services. The company is based in Herndon, VA.

PeakEquity Partners Inc (Peak Equity Partners) is a private equity firm founded in 2014 by Greg M. Case and Paul Winn. The firm is headquartered in Radnor.

CareerArc Group LLC provides human resources recruiting services. The firm develops world class tools and services to enable every student, employer and educator to better understand and optimize the work opportunities. The company was founded by Robin D. Richards and Paul L. H. Ouyang in 2009 and is headquartered in Burbank, CA.

Vista Maria provides residential care services. Its services include specialized treatment programs, community based programs, foster care, journey to success, shepherd hall transitional living program and human trafficking. The company was founded in 1883 and is headquartered in Dearborn Heights, MI.

National Financial Cos. provides financial and management services. The private company is based in Boca Raton, FL and has subsidiaries in the United States.

The Barra Foundation, Inc. provides financial assistance to organizations. It focuses on arts and culture, education, health, and human services. The company was founded by Robert L. McNeil Jr. in 1963 and is headquartered in Wayne, PA.

Valiant Holdings LLC provides cloud-based human capital management solutions. The company is headquartered in Radnor, PA.

Trestle Ventures LLC (Trestle Ventures) is a venture capital firm founded in 2007 by Frank Lordi, Vince Menichelli, and Jeff White. The firm is headquartered in Exton, Pennsylvania.

Core Solutions, Inc. provides practice management and billing solutions designed for behavioral health and human services organizations. It offers Core Cx360 Technology, Core Cx360 Integrated Behavioral Health EHR Platform, Core Cx360 Integrated Health and Human Services Technology, and Core Implementation Services. The company was founded by Ravichandar Ganesan on December 9, 1998 and is headquartered in King of Prussia, PA.

AC Lordi Corp. provides accounting, risk management and search services. It offers internal audit, IT audit, sarbanes-oxley compliance, antifraud & forensic accounting, business risk assessment, due diligence, transaction support, SEC reporting, technical accounting, business analytics, finance transformation and valuations. The company was founded in 2001 by Frank Lordi and is headquartered in Malvern, PA.

Opertech Bio, Inc. provides taste testing solutions for food, beverage, flavor ingredients, pet food, and pharmaceutical industries. Its technology can be used to discover new flavor ingredients, measure palatability, and optimize flavor formulations. The firm has developed taste evaluation technology called Microtiter Operant Gustometer, or MOG, an automated high throughput system for rapid characterization of taste sensory properties. The company was founded by Scott M. Horvitz and R. Kyle Palmer and is headquartered in Philadelphia, PA.

Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services.

Princeton Softech, Inc. provides data processing services. The firm offers enterprise database archiving and test data management software across applications, databases, operating systems, and hardware platforms. It also offers project mentoring, systems consulting, and training programs. The company was founded by Joe Allegra and Richard Parente in 1989 and is located in Princeton, NJ.