Matthew Cross

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals.

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.

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.

Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.

Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

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.

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.

Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Atalaya Capital Management LP (Atalaya Capital) is a private equity firm founded in 2006 by Ivan Q. Zinn. The firm is headquartered in New York.

Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts.

Covius Services LLC engages in the provision of technology-enabled solutions to the financial services industry. It offers technology solutions, document services, compliance solutions, due diligence, and settlement services. The company was founded in 1996 and is headquartered in Glendale, CO.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Quicken, Inc. provides a complete line of personal insurance services. The company is headquartered in Menlo Park, CA.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA.

Arsenal Capital Management LLC (Arsenal Capital Mgmt) is a venture capital firm founded in 2012 by Peter Reinecke. The firm is headquartered in St. Louis, Missouri.

RVX Asset Management LLC (RVX) is an independent, SEC-registered investment advisor headquartered in Aventura, Florida. Founded in 2015, RVX provides discretionary advisory services to institutions and high net worth individuals.

Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.

Founded in 2007 by Ivy Zelman, Zelman & Associates is comprehensive housing research services firm located in New York City. The firm provides extensive industry research and analysis, including macro economic implications, on the homebuilding and building products sectors.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York.

Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts.

L.E.K. Consulting LLC operates as a management consulting firm. It offers disruption management, post-merger integration, and marketing and sales services. The company was founded by James Lawrence, Iain Evans and Richard Koch in 1983 and is headquartered in Boston, MA.

Kingscrowd Capital LLC (Kingscrowd Capital) is a venture capital firm founded in 2021. The firm is headquartered in Boston, Massachusetts.

KingsCrowd, Inc. provides research and analytics services. The firm provide insights, analytics and ratings to navigate the market of startup investing and deals to investment portfolio. The company was founded by Chris Lustrino and is headquartered in Boston, MA.

Moneta Group LLC provides management consulting services. The firm serves family CFO, family office, retirement investment, and institutional consulting. The company was founded in 1933 and is headquartered in St. Louis, MO.