Joe Ely

Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.

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.

Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts.

Novant Health, Inc. engages in the operation of hospitals and provides healthcare services. It is a medical group consisting of physicians as well as numerous outpatient surgery centers, medical plazas, rehabilitation programs, diagnostic imaging centers, and community health outreach programs. Its services include breast health, pediatrics, orthopedics, surgery, and sleep health. The company was founded on July 1, 1997 and is headquartered in Winston-Salem, NC.