David Yocom

North Capital, Inc. is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by James P. Dowd in 2008. North Capital provides financial planning and investment advisory solutions to individuals, families and institutions.

eMedicalFiles, Inc. offers software solutions for the healthcare sectors. It provides a range of products to physicians, hospitals, federal & state governments, and 3rd party payers, and all patients including Medicaid and Medicare. It also offers disease management tools to record outpatient data directly into the health record which helps in providing disease management, treatment and care. It has offices in California, New Jersey, New York, South Carolina, Texas, and Virginia. The company was founded by Jay P. Moskowitz in 2000 and is headquartered in Atlanta, GA.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Verbank Advisors II LLC is a financial advisory company that helps clients improve their financial performance and achieve their goals through investments, credit, and banking solutions. Verbank Advisors II is based in Miami, FL. The private company's wealth management services and network are available to clients and their families. The company sells its own products and works with clients to find investment opportunities that are best suited to their needs. The company was founded in 2016 by Jorge Daniel Usandivaras, who has been the CEO since 2016.

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.

Rothschild Capital Partners LLC (RCP) is an independent registered investment advisor and wealth management firm headquartered in New York City. It was founded by David Rothschild in 1997 as a successor to The Rothschild Company, which managed family and client assets dating back to 1972. The firm changed its name from RT Capital Management LLC in March of 2013. RCP provides investment management services to: (1) two private funds that are offered to high net-worth, financially sophisticated individuals and institutional investors including banks or thrift institutions, investment companies, pension and profit sharing plans, trusts, estates, government plans or other business entities and (2) high net-worth individuals, charitable organizations and trusts in separately managed accounts.

Cadenza Innovation, Inc. provides energy storage solutions. It offers grid storage and electric vehicles technologies. The company was founded by Christina Lampe-Onnerud in 2012 and is headquartered in Wilton, CT.

Progress Partners, Inc. provides financial advisory services. The firm specializes in digital media, sell-side M&A, mergers & acquisitions, buy-side M&A, private equity, software, corporate strategy. The company was founded by Nicholas Morse MacShane in 2002 and is headquartered in Washington, DC.

American GreenFuels LLC develops, markets, and distributes biodiesel fuels. The company was founded by Gus Kellogg in 2004 and is headquartered in New Haven, CT.

North Capital Investment Technology, Inc. engages in the provision of technology and business process consulting services to investment management firms and broker-dealers. The company was founded on June 12, 2015 and is headquartered in Salt Lake City, UT.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Addita Advisory LLC is a strategic advisory firm that focuses on sales and marketing strategies, corporate structures, and operating efficiencies. The private company is based in Fairfield, CT and was founded in 2018 by Craig Goos. The company's mission is to create value for clients by providing intentional and strategic advice.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

GPB Capital Holdings LLC (GPB Capital) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT.