Philip Santoro

Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH.

Frazier Management LLC (Frazier Healthcare Partners) is a venture capital subsidiary of Frazier & Co Inc. founded in 1991. The firm is headquartered in Seattle, Washington.

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

HydroCision, Inc. develops, manufactures and markets fluid-jet based surgical tools. Its products include spinejet system, spinejet XL, hydrodiscectomy system and allograft system. The company was founded by Kevin P. Staid and Timothy E. Moutafis in 1994 and is headquartered in North Billerica, MA.

PFM Health Sciences LP (PFM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Chris James in 2004 as Partner Fund Management LP. PFM serves as an investment advisor to private investment funds in which qualified investors invest directly.

The Scripps Research Institute is a private, non-profit research organizations that performs basic biomedical research in molecular & cellular biology, chemistry, immunology and neuroscience. They receive the majority of its funding from federal agencies such as the National Institutes of Health. The organization also partners with pharmaceutical companies and is affiliated with the Scripps hospital group. The organization was founded in 1955 and is headquartered in La Jolla, California.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Fund Evaluation Group, Inc. provides investment consulting services. The private company is based in Cincinnati, OH. Fund Evaluation Group was acquired by Fund Evaluation Group /Management/ from Old National Bancorp on September 19, 2005.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH.

Founded in 1987, Pantheon Ventures (US) LP is a private equity firm headquartered in San Francisco. The firm is the U.S. investment arm of Pantheon Ventures (UK) LLP. Their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in June 2010. Pantheon Ventures manages regional primary investments, global secondary and infrastructure investments and customized separate account programs.

Laurion Capital Management LP (LCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2005 and is primarily owned by Ben Smith and Sheehan Maduraperuma. LCM provides investment advisory services to pooled investment vehicles that operate as private investment funds. Investors in the funds are financially sophisticated, individual and institutional investors that may include endowments, corporations, family offices, banks, pension and profit-sharing plans, government plans, trusts, estates, other business entities, and private investment funds.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Cincinnati Opera Association operates as an opera company. It presents a thrilling roster of artists and conductors, important company debuts, stunning sets and costumes, and the spectacular Cincinnati symphony orchestra. The company was founded on June 27, 1920 and is headquartered in Cincinnati, OH.

CincyTech LLC (CincyTech) is a venture capital firm founded in 2007. The firm is headquartered in Cincinnati, Ohio.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Part of NSi Industries LLC, Total Cable Solutions, Inc. provides network connectivity cables. The company is based in Springboro, OH. The company was founded in 2009. The CEO is Charles W. Hoskins. Total Cable Solutions was acquired by Lynn Electronics Corp., part of NSi Industries LLC from June 20, 2022 on March 15, 2021.

Allostery Investments LP provides investment advice. The private company is based in Stamford, CT and has subsidiaries in Cayman Islands. The company was founded in 2022 by Christopher John Staral. Christopher John Staral has been the CEO since 2022.

Huffman Prairie Holdings LLC (HPH) is an independent investment adviser headquartered in Miamisburg, Ohio. The firm was founded in 2018 by Shane Connor. HPH provides investment advisory services to institutional clients.

Enable Injections, Inc. develops wearable bolus injectors for investigational use in the pharmaceutical and biotechnology industries to deliver high viscosity, high volume payloads up to 20cc to the subcutaneous tissue. The company was founded by Michael D. Hooven in February 2010 and is headquartered in Cincinnati, OH.

Astronomer, Inc. develops software for online data transfer. Its services include connector development, data hub implementation, data science, and data visualization. The company was founded by Greg Neiheisel, Tim Brunk and Ry Walker in May 2015 and is headquartered in Cincinnati, OH.

OCEAN Accelerator Inc (OCEAN Accelerator) is an private equity firm founded in 2014 by Tim Metzner, Tim Brunk and Chad Reynolds. The firm is headquartered in Cincinnati, Ohio.

Part of Patient Square Capital, Orthopedic Associates of Grand Rapids PC is a medical services provider. The company is based in Grand Rapids, MI. Orthopedic Associates of Grand Rapids was acquired by Hanger, Inc., part of Patient Square Capital from October 03, 2022 on October 29, 2012.