Sally Cates

Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Atlantic Capital Bank, NA operates as a nationally chartered commercial bank. The firm provides financial and banking services. It offers corporate and business banking solutions, private banking solutions, commercial real estate financing, payments industry banking services, medical and legal banking, franchise lending, and non-profit banking services. The company is headquartered in Atlanta, GA.

Portware LLC develops and provides multi-asset execution management software tools for global equities, futures, options, and foreign exchange (FX). It specializes in products, services, and solutions that transform the way financial institutions analyze, communicate, and execute investment ideas. Its products include Portware Enterprise, a fully customizable execution management system designed to act as a central platform for the creation and execution of algorithmic trading strategies; Portware Strategy Server, an algorithmic engine designed specifically for volume and frequency automated order management; Portware FX, a tool which provides traders with real-time view of the entire FX marketplace through a single, fully customizable front end trading environment; and Alpha Vision, an algorithmic optimization solution that uses predictive analytics to automatically select and implement the optimal execution strategy. The company was founded by Ary Khatchikian and Eric Goldberg in 2000 and is headquartered in New York, NY.

Part of WPP Plc, Ogilvy & Mather Advertising, Inc. is a company that provides advertising services. The company is based in New York, NY. Devika Bulchandani has been the CEO of the company since 2022.

The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY.

ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients.

Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities.

ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA.

Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients.

MFP Investors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1998 and is owned by the Estate of Michael F. Price and the Price Family Office LLC. MFP Investors serves as an investment sub-adviser to Evermore Global Value Fund.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.

Broadway Technology LLC engages in the provision of software solutions. It specializes in scalable high-performance distributed computing to build advanced trading systems for global financial institutions. The company was founded by Tyler Moeller and Joshua Walsky in 2003 and is headquartered in New York, NY.

Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE.

Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE.

Ametros Financial Corp. provides medical administration services. It offers benefits advisory, amethyst care guard, banking, and quote services. The company was founded by Kenneth J. Paradis in 2010 and is headquartered in Burlington, MA.

Canary Wharf Group Plc. provides real estate development services. It develops, constructs, manages and leases office and retail space in east London. The firm deals with the construction of buildings and retail & banqueting centers. The company was founded in 1994 and is headquartered in London, the United Kingdom.

Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services.

Avidbank engages in the provision of tailored financial solutions. It offers products and services such as deposits, lending, cash management, and online and mobile. It operates through the following business lines: corporate banking, specialty finance, real estate and construction, venture lending, and structured finance. The company was founded in October 2003 and is headquartered in San Jose, CA.