Brian Small

Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

RSA Security LLC designs and develops support security products. The firm offers threat detection and response, identity and access management, fraud prevention, and cyber security framework. The company was founded in 1984 and is headquartered in Bedford, MA.

The Sheraton Corp. owns and operates hotels and resort. The company was founded in 1937 and is headquartered in White Plains, NY.

Balihoo, Inc. provides marketing automation software technology and services for national brands with local advertising needs. It offers solutions like direct mail to local digital tactics, including local websites, paid search, email, AD builder and co-op campaigns. The company enables enterprise-class marketing at the local level and gives national brands full visibility into all local marketing activities and results. Balihoo was founded by Pete Gombert in 2004 and is headquartered in Chicago, IL.

Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.

Qstream, Inc. provides mobile enterprise application for managing the human side of sales acceleration. Its solutions include life sciences, technology, healthcare and financial services. The company was founded by Duncan Lennox and Barry Paul on September 1, 2008 and is headquartered in Burlington, MA.

Wellframe, Inc. develops clinical system platform. The firm offers mobile platform, clinical programs, advance analytics and proven partner solutions. Its intelligent care management platform enables organizations to manage clinical and financial risk, while amplifying the impact of their existing care resources. The company was founded by Jacob Sattelmair, Trishan Panch, Vinayak Ramesh and Archit Bhise in 2011 and is headquartered in Boston, MA.

The Wunder Co. develops and manages solar investment funds. It manages the sourcing of commercial solar opportunities, to the underwriting, contracting, and construction of each project. The firm also manages the ongoing operation and maintenance of the array, bills the energy customer, and distributes proceeds to investors. The company was founded by Bryan Birsic, David Riess, and Sam Beaudin in 2013 and is headquartered in Boulder, CO.

Newport Group, Inc. engages in the provision of retirement, insurance, and consulting services. It offers retirement plan, deferred compensation and executive benefit plans, institutional trustee service, and independent fiduciary services. The firm also offers Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI), Insurance Company-Owned Life Insurance (ICOLI), and after-tax plans. The company was founded by Peter Cahall in 1984 and is headquartered in Walnut Creek, CA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Rosen Hotels & Resorts, Inc. owns and operates hotels and resorts. Its portfolio includes the Rosen Centre Hotel, Rosen Plaza Hotel and Rosen Shingle Creek Resort & Golf Club as well as four properties that operate under the Quality Inn, Comfort Inn and Rodeway Inn banners. The company was founded by Harris Rosen in 1974 and is headquartered in Orlando, FL.

Veriato, Inc. develops user activity monitoring software, employee investigation, and user behavior analytics software for businesses. It offers Spector 360, Spector 360 Recon, Spector CNE investigator, server manager, log manager and free disk monitor products. The firm’s solutions include employee investigation tool ,user behavior analytics solution, enterprise-grade user activity monitoring, powerful server management software and robust event and security log management. The company was founded by C. Douglas Fowler and Ronald Chesley, Jr. in 1998 and is headquartered in Palm Beach Gardens, FL.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Part of Asahi Kasei Corp., Zoll Data Systems, Inc. provides automated dispatch, billing, field data collection, mobile communications, and scheduling solutions for fire and EMS organizations. The company is based in Broomfield, CO. The company was founded by David G. Cohen.

Towne Park LLC provides staffing and managed parking services to the hospitality industry. It offers parking, shuttle, internal transport, patient transport, and employee concierge services. The firm serves healthcare, hotels, commercial, airport, restaurant and residential markets. The company was founded by Jerry B. South in 1988 and is headquartered in Conshohocken, PA.

Char Software, Inc. provides mobile usage data and analytics for the mobile market. It offers companies the insights and tools they need to improve their mobile app acquisition, engagement, and retention efforts. The company was founded by Brian Suthoff, Andrew Rollins, Rajeev Aggarwal, and Henry Cipolla in 2008 and is headquartered in Boston, MA.

A.B. Closing Corp. provides project management, software development and intelligence analysis services. The company was founded by Diane Symes Mahony and Mark S. Moore in July 2010 and is headquartered in Orlando, FL.

The RepTrak Co. provides global platform for data-driven insights on reputation, brand and ESG. It offers Reptrak Pulse workshop, stake holder mapping, corporate social responsibility alignment, brand alignment, reputation risk management and landscape. The company was founded by Charles Fombrun, Kasper Ulf Nielsen, Nicolas Georges Trad and Cees van Riel in 1997 and is headquartered in Boston, MA.

Open-E, Inc. develops IP-based storage management software. The firm sells its line of storage management software through a world-wide network of system integrator and reseller partners. Its products include Open-E JovianDSS, Open-E DSS V7, and Open-E DSS V7 SOHO. The company was founded by Krzysztof Franek in 1998 and is headquartered in Marietta, GA.

Silicon Flatirons Center for Law Tech & Entrepreneurship provides debates and programs on legal and technology services. The non-profit company is based in Boulder, CO.

StackFrame LLC provides information technology solutions and services. It offers services in the areas of digital security and software development and these services include web hosting, technical support, backup, and security solutions. The company was founded by Gene McCulley in 2004 and is headquartered in Sanford, FL.

HelloPrivacy LLC provides online reputation management services. It offers software and services to help businesses and individuals out-rank negative search results with own content and websites. The company was founded by Evan McGowan-Watson, Pete Kistler, Trace A. Cohen and Patrick Ambron in 2009 and is headquartered in New York, NY.

Crayon, Inc. provides technology services. It owns and operates an online gift store which allows its customer to buy and send gifts. The company was founded by Jonah Lopin and John Osborne in 2012 and is headquartered in Boston, MA.

Kavaliro Logistics LLC provides staffing services. It provides information technology, engineering, administrative, finance and accounting staffing services. The firm offers employers with solutions by providing the most qualified and professional employees, who can staff both project and permanent positions in order to ensure the ongoing success of all types of businesses. The company was founded in 2001 and is headquartered in Orlando, FL.

RVX Asset Management LLC (RVX) is an independent, SEC-registered investment advisor headquartered in Aventura, Florida. Founded in 2015, RVX provides discretionary advisory services to institutions and high net worth individuals.

Levelten Energy, Inc. develops a renewable energy transaction platform. It offers market place, performance monitoring and RFP automation platforms. The company was founded by Smith Bryce and is headquartered in Seattle, WA.

N2W Software, Inc. operates as a software company. It provides enterprise-class backup, recovery and disaster recovery solutions. The firm offers operational back up, recovery and DR for Amazon web services. The company was founded by Uri Wolloch and Ohad Kritz in 2012 and is headquartered in West Palm Beach, FL.

Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts.

Superna, Inc. is a Canadian company that specializes in data security and cyberstorage solutions for unstructured data. The company is based in Vancouver, Canada, and has subsidiaries in the United States. The company has been providing innovative solutions for over a decade, helping organizations around the world close the data security gap. Superna's solutions are used by thousands of organizations and are recognized by Gartner as a solution provider in the cyberstorage category. The company offers scale-out NAS data protection solutions for Dell EMC Isilon, as well as automation, ransomware protection, file auditing, and quota reporting. Alex Hesterberg has been the CEO of the company since 2022.

Intronis, Inc. engages in the provision of Internet-based backup and disaster recovery solutions for the information technology industry. It offers secure data solutions for offsite and local backup. The company was founded by Steven Frank, Neal Bradbury and Samuel Gutmann in 2003 and is headquartered in Chelmsford, MA.

Performable, Inc. provides internet marketing services. The firm’s marketing software is ideal for professional marketers who need to measure activity across all channels, take action based on real behavior, and optimize for the entire customer lifecycle. The company was founded in October 2009 and is headquartered in Cambridge, MA.