Michael smith

Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts.

HealthCor Management LP (HealthCor) is a holding firm and SEC-registered hedge fund manager headquartered in New York City. The firm was co-founded by Joseph Healey and Arthur Cohen in 2005. HealthCor provides investment management services to several privately offered pooled investment funds and institutional investors through separately managed accounts.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Activate Healthcare LLC delivers healthcare services to employers of various sizes for preventive and primary medical care. It serves governments, schools, manufacturing, distribution, and transportation industries. The company was founded by Debra Ann Geihlser and Peter Merrill Dunn in 2009 and is headquartered in Indianapolis, IN.

SimpleReach, Inc. provides content creators with universal measurement and optimized distribution for all content campaigns. It offers a free content recommendation tool for content publishers. SimpleReach programmatically amplifies content to targeted audiences across channels such as Facebook, Twitter, LinkedIn, Outbrain, Nativo, StumbleUpon and TripleLift. The company was founded by Edward Kim, Eric Lubow, and Russell Bradberry in 2010 and is headquartered in New York, NY.

One Clipboard, Inc. operates an online event-planning platform. Its platform Splash, enables clients to manage the entire life cycle of an event. The company was founded by Benjamin Hindman and Brett Boskoff in 2010 and is headquartered in New York, NY.

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.

The Wicks Group of Cos LLC (Wicks Group) is a private equity firm founded in 1989 by Craig B Klosk. The firm is headquartered in New York.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Health Platforms, Inc. designs, develops, and operates an automated healthcare platform. The firm offers doctor.com which provides profile and listings, online appointments, patient reviews, website enhancements, and premium visibility. The company was founded by Andrei Zimiles, Gary Millin, Reed Mollins, David Brooks, and Jorge Sierra in 2012 and is headquartered in New York, NY.

RiskSense, Inc. offers network security solutions. Its software also takes large volumes of raw security data and presents it visually, all in a centralized location, that can be customized by each user for analysis and decision-making. The firm specializes in network security assessments, incident response, and mitigation and digital forensics. The company was founded by Srinivas Mukkamala and Mark Fidel and is headquartered in Albuquerque, NM.

Vergent Bioscience, Inc. develops biotechnology for removal of residual cancer. Its proprietary probe product lights up tumor tissue for the surgeon and serves as a platform for improving the effectiveness of surgical interventions in multiple cancers, including lung, breast, ovarian, colorectal and brain. The company is headquartered in Minneapolis, MN.

Atlasxomics, Inc. provides biotechnology services. The company was founded in 2020 and is headquartered in New Haven, CT.

Spring Mountain Capital LP operates as a investment management firm. It specializes in asset and portfolio management, financial planning, private equity, research, strategies, bonds, hedge funds, consulting, and advisory solutions. The company was founded by John Laundon Steffen in 2001 and is headquartered in New York, NY .

Schulte Roth & Zabel LLP provides legal services. Its client roster includes institutional, entrepreneurial and individual clients, including public and private companies, investment banks, hedge and private equity funds, domestic money centers and foreign commercial banks, broker-dealers, investment advisers, private investment partnerships, venture capitalists and pension funds. The firm expertise in domestic and cross-border acquisitions to high-stakes litigations, multilayered financings, high-profile real estate deals, debt restructurings, and estate and trust administration. The company was founded in 1969 and is headquartered in New York, NY.

Maven Clinic Co. provides an application for women to book appointments with healthcare practitioners on mobile devices. The company was founded by Katherine Ryder in 2014 and is headquartered New York, NY.

Outrigger Media, Inc. provides online video advertising services. It develops advertising solutions for some of the biggest brands in the world and operates a content marketplace called openslate Studios. The firm delivers results for advertisers by creating digital marketing plans that include online video pre-rolls, high impact display ads, custom content, branded entertainment, unique sponsorships and talent endorsements. The company was founded by Michael Henry in 2012 and is headquartered in New York, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Sharecare Operating Co., Inc. provides digital healthcare information services. It provides platform software with a comprehensive and personalized health profile where it connects to the information, evidence-based programs and health professionals they need to live healthiest, happiest, and most productive life. The company was founded by Jeffrey T. Arnold and Mehmet C. Oz in October 2010 and is headquartered in Atlanta, GA.

Heritage Group LLC (Heritage Group) is a Private Equity/Venture Capital firm founded in 1986 by Rock A. Morphis and David G. McClellan. The firm is headquartered in Nashville, Tennessee.

Upward Health Solutions Rhode Island Administration LLC operates as a specialty care coordination organization that partners with health plans and providers to help patients with severe mental illness or substance abuse disorder improve their health and functioning through intensive condition management and promoting access to effective therapy. The company was founded by Bradley Bennett, Eric Heil, and Thomas Hawes and is headquartered in Providence, RI.

Citadel Securities LLC is a registered market maker headquartered in Chicago, Illinois. The firm was founded by Kenneth Griffin in 2001 and is a subsidiary of GFH HFEVA LLC. Citadel Securities provides execution services to meet the liquidity needs of asset managers, banks, broker-dealers, hedge funds, government agencies, and public pension programs. They offer services across a broad array of fixed income and equity products.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Part of Upward Health Solutions Rhode Island Administration LLC, Upward Health, Inc. is a home-based medical group located in Hauppauge, NY. Upward Health specializes in primary medical and behavioral care for individuals with complex needs. Glen Moller has been the CEO of the company since 2018.

National Public Finance Guarantee Corp. provides investment advice for insurance company portfolio. The company was founded on December 25, 1959 and is headquartered in Purchase, NY.

HealthCor Partners Management LP (HealthCor Partners) is a private equity subsidiary of HealthCor Group LLC founded in 2007 by Michael Yehuda Mashaal, Arthur Bruce Cohen and Joseph Patrick Healey. The firm is headquartered in New York.

MBIA Insurance Corp. provides insurance services. It works with non-US public financial services. The firm focuses on detecting any deterioration in credit quality or changes in the economic, political or regulatory environment which may adversely affect guaranteed obligations of implementation through the final maturity of transactions. The company is headquartered in Armonk, NY.

Stern Value Management Ltd.. provides management consulting services. The firm advises clients in transaction, strategy, performance, and transformation. The company was founded by Joel M. Stern on November 1, 1982 and is headquartered in New York, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.