Dan L. Smith

Fortitude Life Insurance & Annuity Co. provides insurance services. It develops long-term savings and retirement products. The company was founded in 1987 and is headquartered in Jersey City, NJ.

Specialty Products & Insulation Co. specializes in the distribution and fabrication of insulation systems. It offers architectural, fabricated and fire protection products. The firm's services include specification review and deficiency identification, cost materials and designs, and project submittal assistance. The company is headquartered in East Petersburg, PA.

Vertis, Inc. provides print advertising and direct marketing solutions. The company was founded in 1993 and is headquartered New York, NY.

Khoros LLC provides social networking software solutions. It offers khoros platform, marketing, and strategic services. The company was founded by Matt Ayres, John Jon, Thouati G. Michel, Lyle Fong, Dennis Fong, Nader Alizadeh, Michael Yang and Kirk Yokomizo in 2019 and is headquartered in San Francisco, CA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Founded in 2003, Five Mile Capital Partners LLC is a registered investment advisor and hedge fund manager located in Stamford, Connecticut. The firm focuses mainly on fixed income and credit products for institutional clients and high net-worth individuals.

TestEquity LLC provides sale and rental services of new and used test equipment. It offers new test and measurement equipment, new lab and production tools and supplies, refurbished used test equipment and rental or lease services. The firm serves the aerospace and defense, automotive and transportation, components, device, semiconductors, contract manufacturing, education, energy, general electronics, government, optical, photonic, and wireless industries. The company was founded by Richard A. Gertzman in 1971 and is headquartered in Moorpark, CA.

Davis Petroleum Corp. provides private oil and gas exploration, development and production services. The firm specializes in drilling, completions, production operations, pipelines, and marketing staff. The company was founded in 1986 and is headquartered in Houston, TX.

Education Development Center, Inc. (EDC) is a research organization that conducts social science research to guide practice and inform policy. EDC designs and conducts various types of research studies both in the US and overseas, partnering with school districts, ministries of education, community health groups, foundations, nongovernmental organizations, and federal agencies to adapt research designs to fit local contexts and priorities. The non-profit company is based in Newton, MA. Since 1958, EDC's research has helped to advance healthcare equity, identify disparities in learning, improve student outcomes, and decipher the market forces that drive modern economies. EDC's research is funded by public and private funders, including the Institute of Education Sciences, the National Science Foundation, the Agency for International Development, the Department of Education, Schmidt Futures, and the MetroWest Health Foundation.

Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.

QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US.

Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York.

Spartus Capital Management LP provides investment advice. The private company is based in New York, NY. The company was founded by Brian Martin.

LiveRamp, Inc. provides marketing platform solutions. The firm enables marketers to customer data to use in choice of online marketing platforms for return on investment, measurement, targeting, and personalization. The company was founded by Travis S. May, Dan Scudder, Joel Jewitt and Jeremy Lizt in August 2012 and is headquartered in San Francisco, CA.

Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s).

Open Invest Co. engages in the provision of values-based financial solutions. Its platform include dynamic custom indexing, white-labeled separately managed accounts and model delivery, and robust ESG and impact reporting. The company was founded by Conor Murray, Phillip Wei and Joshua Levin on March 15, 2015 and is headquartered in San Francisco, CA.

Part of Fortitude Group Holdings LLC, Fortitude Reinsurance Co. Ltd. is a Bermudian company that provides reinsurance and transactional solutions. The company is based in Pembroke Parish, Bermuda. The company was founded in 2017. Alon Neches has been the CEO of the company since 2022.

Fortitude Casualty Insurance Co. operates as an insurance company. It is headquartered in Oakbrook Terrace, Illinois.