Robert Swansboro

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Oak Ridge Investments LLC (Oak Ridge) is an independent registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David M. Klaskin in 1989. Oak Ridge manages discretionary accounts for a variety of clients including individuals, investment companies, pension and profit sharing plans, retirement accounts, trusts, estates, corporations and other business entities, charitable organizations, and banks and thrift institutions.

FNB Investment Advisors, Inc. (FNBIA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1999 and does business as F.N.B. Wealth Management. The firm is a subsidiary of First National Trust Co., ultimately held by FNB Corp. (NYSE: FNB). FNBIA provides investment management and supervisory services to individual and institutional clients.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TWIN Capital Management, Inc. (TWIN Capital) is an independent, SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded in 1990 by Geoffrey Gerber. TWIN Capital provides advisory services both on a discretionary and non-discretionary basis to individuals, institutions, and other organizations such as family offices.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA.

Glass Jacobson Investment Advisors LLC, dba Glass Jacobson Wealth Advisors (Glass Jacobson), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Owings Mill, Maryland. The firm was founded in 1998. Glass Jacobson provides investment advice to individuals, families, and businesses.

Merida Capital Holdings LLC (Merida Capital Holdings) is a private equity firm founded in 2016 by Mitchell Bryan Baruchowitz and Kevin Gibbs. The firm is headquartered in New York.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Part of UBS Group AG, Credit Suisse Private Equity LLC is a private equity firm. The company is based in New York, NY.

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.

Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations.

Pratham USA provides contributions and support services. It focuses on innovative interventions to address gaps in the education system. The firm is a volunteer-driven organization with 14 chapters across the United States that raises awareness and mobilize financial resources for work on the ground. The company was founded by Vijay Goradia, Farida Lambay and Madhav Chavan in 1999 and is headquartered in Houston, TX.

Founded in 1983, PNC Capital Markets LLC is a registered broker/dealer located in Pittsburgh, Pennsylvania. The firm is a subsidiary of PNC Financial Services Group, Inc. (NYSE: PNC; NYSE: PNU; NYSE: PNC-PD). PNC Capital Markets offers a variety of customized banking, advisory and securities solutions. Their capital markets products and services include: ABS, corporate share repurchase programs, equipment finance solutions, equity and interest rate derivatives, foreign exchange, loan syndications, mergers and acquisitions, private placements, public finance and public market securities. PNC Capital Markets also provides public finance advisory services, securities underwriting and securities sales and trading. The firm is a member of FINRA and the SIPC.

The Pittsburgh Cultural Trust provides education and community engagement opportunities. The firm also presents arts events and visual arts exhibitions. The company was founded in 1984 and is headquartered in Pittsburgh, PA.