Craig Henkels

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Part of Sun Life Financial, Inc., Keyport Life Insurance Co. is a provider of fixed, variable, and indexed annuities products to financial institutions. The company is based in Boston, MA.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

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.

Dutchess Capital Management LLC (Dutchess Capital Management) is a private equity firm founded in 1996 by Douglas H. Leighton and Michael A. Novielli. The firm is headquartered in Boston, Massachusetts.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

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

Van Liew Capital, Inc. is an independent asset management firm headquartered in Providence, Rhode Island. The firm was founded by Alfred Van Liew and Samuel Hallowell in 1984. Van Liew Capital provides discretionary and non-discretionary investment advice and continuous management services for institutional, high-net worth and individual accounts.

The New York Football Giants, Inc. provides professional football team belonging in the Eastern Division of the National Football Conference of the National Football League. It focuses on football operations, scouting, stadium and game operations, brand development, broadcasting and marketing partnerships. The company was founded by Tim Mara in 1925 and is headquartered in East Rutherford, NJ.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

DALBAR, Inc. provides management consulting services. The firm's services include customer experience audit, contact centre solutions, research and communications, digital solutions, sales desk, quantitative analysis of investor behaviour, advisor solutions, audits and due diligence, and training. The company was founded by Louis S. Harvey in 1976 and is headquartered in Marlborough, MA.

Moors & Cabot, Inc. (Investment Management) (Moors & Cabot-IM) is the asset management division of Moors & Cabot, Inc., a registered broker/dealer headquartered in Boston, Massachusetts. The firm was founded in 1890 by John F. Moors and Charles Cabot. Moors & Cabot-IM provides advisory services to individuals, high net-worth individuals, corporations or other businesses, pension and profit-sharing plans, trusts and estates, and charitable organizations.

Prosper Capital LLC /Missouri/ (Prosper Capital) is a venture capital subsidiary of Prosper Women Entrepreneurs founded in 2014 by Jennifer Ehlen. The firm is headquartered in St. Louis, Missouri.

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.

Altman Investment Management LLC (AIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey. The firm was founded by Peter Altman in 2001. AIM provides comprehensive portfolio management and retirement planning to individuals, multi-generational families, institutional investors and advisors.

Part of Fiserv, Inc., Shareholder Services Group is a company that specializes in automated loan recovery systems. The company is based in New York, NY.

Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.

Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Mint Condition Franchising, Inc. provides commercial cleaning services. It specializes in office cleaning. The company was founded by Jack Saumby and Marcy Saumby in 1996 and is headquartered in Fort Mill, South Carolina.