Ben Dejackmo

ThoughtWorks, Inc. provides systems integration and application development services. It offers system architecture, consulting, organizational transformation, software development, and implementation services. The firm serves energy, manufacturing, retail, and financial sectors. The company was founded by Neville Roy Singham in 1993 and is headquartered in Chicago, IL.

Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses.

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.

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.

Oconnor Multi Strategy Fund of Funds is a non-diversified and closed-end management investment company. Its investment objective is to seek to consistently realize risk-adjusted appreciation principally through the allocation of assets among a select group of alternative asset managers and the funds they operate. The company was founded on February 7, 2011 and is headquartered in Stamford, CT.

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.

Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts.

Part of Circle Internet Financial Ltd., Circle Internet Financial LLC is a company that is evolving finance with USDC, a new kind of digital currency. The company is based in Boston, MA. The company empowers businesses to move money in ways never thought possible. The company was founded in 2013 by Patrick Sean Neville, Jeremy J. Allaire. Jeremy J. Allaire has been the CEO since 2013.

Reaper Topco Ltd. is a British company that provides other business services. The company is based in St. Helier, UK and was founded in 2021.

Consello Capital LLC (Consello Capital) is a private equity subsidiary of Consello Management LP founded in 2021 by Declan Martin Kelly. The firm is headquartered in New York.

Epilepsy Foundation provides welfare services. It offers therapies to stop seizures, wellness institute and legal issue services. The company was founded in 1967 and is headquartered in Landover, MD.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

Nu Pagamentos SA provides payment solutions. It offers online account and credit card services. The company was founded by David Velez Osorno, Cristina Helena Zingaretti Junqueira, and Edward Wible on May 15, 2013 and is headquartered in Sao Paulo, Brazil.

Colliers Securities LLC (Investment Management) (Colliers-IM) is the investment management arm of Colliers Securities LLC, a broker/dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ, TSX: CIGI), a diversified investment company based in Canada. Colliers-IM provides advisory and other financial services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses.

Circle Internet Financial Ltd. engages in the provision of digital currency and transforming services. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in 2013 and is headquartered in Dublin, Ireland.

Citigroup North America, Inc. provides banking services. It also provides personal credit services. The company was founded in 2011 and is headquartered in Hartford, CT.

JumpCloud, Inc. manages and connects user identities to their systems, applications, data, and networks securely. It provides access to cloud and on-prem resources such as Office 365, G Suite, AWS cloud servers, Salesforce, and Jira among thousands of others. The firm also offers replace active directory, manage cloud users, device management, password complexity, connecting Saas Apps and replaceLDAP solutions. The company was founded by Rajat Bhargava, Christopher Marie, David Campbell and K. C. Berg in 2012 and is headquartered in Boulder, CO.

AppBus, Inc. develops workspace application aggregation platform, which securely integrates enterprise applications on consumer devices. The company by Andrew Melikov, Tony Pizi, Paul Kanevsky, Tyler Norman and Yuri Milshtein and is headquartered in Wenonah, NJ.

Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY.

Tempus Wealth Planning LLC (Tempus) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Irvine, California. Founded in 2016, Tempus provides asset management and investment consulting services for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons.

Katz Group, Inc. operates drug stores. The private company is based in Toronto, Canada and has subsidiaries in Canada.