Christine Fritz

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services.

Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology.

Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets.

Founded in 2000, Weybosset Research & Management LLC is a registered investment advisor headquartered in Providence, Rhode Island. The firm provides investment management services to high net worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations.

Sisters of Mercy of the Americas, Inc. is an international community of Roman Catholic women religious who are committed to serving those in need. The non-profit company is based in Silver Spring, MD. Mercy and healthcare have been intertwined since the 19th century when the first Sisters of Mercy began providing care. The company's asset management program, Mercy Investment Services, manages the endowment, operating, and other funds of the Sisters of Mercy and Mercy ministries.

James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.

Founded in 2008, Odeon Capital Group LLC is an independent full-service broker/dealer located in New York City. The firm provides advice and execution on fundamental value and catalyst-driven situations through sales and trading, research, investment banking and asset management services. Odeon Capital Group provides services related to fixed-income securities including corporate securities, ABS, RMBS, Auction Rate securities and other structured products. The firm serves institutional clients. Odeon Capital Group is a member of FINRA, the SIPC and the MSRB. Odeon Capital Group has expertise in both traditional and esoteric assets. The firm has placed both large and small volume transactions in every asset class. They seek to maximize value for their clients through in-depth analyses of sectors, asset classes and individual securities that are hard to value or trade. The firm's Structured Products and Corporate Groups focus on institutional sales, trading and analytics of secondary structured products, esoteric assets and special situations.

The Beacon Mutual Insurance Co. provides employers liability insurance and claim management services. It also offers loss prevention services including workplace and construction safety, defensive driving and industrial ergonomics programs. The company was founded in 1990 and is headquartered in Warwick, RI.

Lifespan Corp. is a non-profit organization, which engages in the provision of health care systems management services. It offers ambulatory care services, blood bank cardiac services, continuing medical education, developmental disabilities services, drug testing and electron microscopy, and digital imaging. The company was founded in 1994 and is headquartered 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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Vantage Advisors LLC is a hedge fund manager headquartered in Miami, Florida. The firm is a subsidiary of Vanquish Capital Group LLC. It was founded by Donald Uderitz. In 2022, EP Wealth Advisors LLC, a subsidiary of EPWA, Inc., acquired the firm from Vantage Capital Group LLC. Vantage Advisors provides investment advisory services to high net-worth individuals, funds-of-funds and institutional investors.

Recycling Enterprises, Inc. provides highways, street, and bridge construction services. The private company is based in Towanda, KS, and has subsidiaries in the United States.

Aaa Northern New England is a membership organization that offers a range of services including roadside assistance, discounts, travel planning, and insurance services. The private company is based in Concord, NH.

Hardin County Regional Health Center provides medical care services. It services include pediatric and adolescent care, adult and geriatric care, OB/GYN, veteran's care, immunizations, general surgery, prenatal care, family planning, and social services. The company is headquartered in Savannah, TN.

BankNewport operates as a state chartered savings bank. It offers checking and savings accounts; and boat, auto, unsecured personal, home equity, lines of credit, term, small business administration, and commercial real estate loans, as well as mortgages. The firm provides cash management, eBanking, bill pay, eDocuments, mobile banking, and other services. The company was founded in 1819 and is headquartered in Middletown, RI.

Angel Street Capital LLC (Angel Street Capital) is a venture capital firm founded in 2010 by Joseph V. Gallagher. The firm is headquartered in Providence, Rhode Island.

Mercy Investment Services, Inc. provides investment advice and portfolio management services. The non-profit company is based in St. Louis, MO.

Media Services Group, Inc. is a private company based in Ponte Vedra Beach, FL that was founded by Robert J. Maccini. The company provides brokerage and appraisal services for radio and television stations, as well as communication towers.

Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.