Madeleine Morreale

Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.

Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Part of HSBC Holdings Plc, HSBC Securities Services (UK) Ltd. is a financial services organization that offers insight and analysis on the latest trends from HSBC executives, economists, and experts. The company is based in Edinburgh, UK, and is committed to helping tackle financial crime and protecting the financial system. The company is also involved in the process of rebuilding from the COVID-19 pandemic, particularly in the UK and its surrounding areas. HSBC is one of the largest banking and financial services organizations in the world, offering answers to frequently asked questions about HSBC shares and shareholdings, financial reporting, dividends, and taxation.

Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Ayrshire Capital Management LLC is an investment advisory firm that provides investment advice. The American company was founded in 2011 by John Merritt Nevin. John Merritt Nevin has been the CEO since 2011.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Composite Materials, Inc. specializes in the distribution of fiberglass materials. The private company is based in Santa Fe Springs, CA and has subsidiaries in the United States.

Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

T. Rowe Price Investment Management, Inc. (Price IM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of T. Rowe Price Associates, Inc., which itself is a wholly owned subsidiary of T. Rowe Price Group, Inc. (NASDAQ: TROW). Price IM provides discretionary investment advisory services to institutional and individual investors worldwide. The firm also serves as investment subadvisor to mutual funds sponsored by insurance companies, banks, and other third-party financial institutions.

Founded in 2001, Fieldpoint Private Advisors, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Fieldpoint Private Bank & Trust. They were previously known as Analytic Asset Management, Inc. Fieldpoint provides advisory services to the following types of clients: (1) individuals (2) high net-worth individuals (3) charitable organizations and (4) other corporations or other businesses

Barrett, Vernon, Montgomery LLC (VCE Capital Partners LLC) is a venture capital firm is founded in 2001 by Ross Barrett and Russell Vernon. The firm is headquartered in Bossier City,Louisiana.

Montefiore Medical Center engages in the provision of healthcare, clinical and surgical services. It offers treatments including cardiology and cardiac surgery, cancer care, tissue and organ transplantation, children’s health, women’s health, surgery and the surgical subspecialties. The company was founded in 1884 and is headquartered in Bronx, NY.

Hotelworks.com, Inc. is a hospitality procurement company. The Company through its subsidiaries namely Leonard Parker Company, Parker Reorder Online and Bekins Distribution Services performs purchasing, reorder & logistics services. Hotelworks.com is headquartered in Coral Gables, FL.

The mission of F·E·G·S Health and Human Services System has remained constant for almost three-quarters of a century: To meet the needs of the Jewish and broader community through a diverse network of high quality, cost-efficient health and human services that help each person achieve greater independence at work, at home, at school and in the community, and meet the ever-changing needs of business and society. F·E·G·S has assisted more than three million people since its founding in 1934 by the Federation of Jewish Philanthropies, now UJA-Federation of New York, of which F·E·G·S is a beneficiary agency. Today, F·E·G·S is one of the largest and most diversified not-for-profit health and human services organizations in the United States.

Jenrin Discovery, Inc. develops therapeutics for chronic diseases. It provides therapeutics for various diseases, including obesity, diabetes, and autoimmune and inflammatory disorders. The company was founded by John F. McLeroy on April 17, 2007 and is headquartered in Philadelphia, PA.

Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA.

Bishop Kearney High School provides educational services. It offers the resources for personal enrichment in intellectual, social, spiritual, cultural and athletic pursuits. The company was founded in 1961 and is headquartered in Brooklyn, NY.

Founded by Carl Glaeser and Jon Gordon, Palladian Capital Partners LLC is a private equity firm headquartered in New York City