David Blisk

Dealerweb, Inc. develops platform that provides voice trading brokerage services. The company was founded on December 12, 1975 and si headquartered in New York, NY.

AS You Sow is a non-profit organization that aims to create a safe, just, and sustainable world where environmental health and human rights are central to corporate decision-making. The non-profit company is based in Oakland, CA. Its programs focus on energy, environmental health, waste, and human rights, and it creates positive change through corporate dialogue, shareholder advocacy, coalition building, and innovative legal strategies. The issues it covers include climate change, ocean plastics, pesticides, racial justice, workplace diversity, and executive compensation. AS You Sow is the leading shareholder advocacy non-profit in the US, with a 30-year track record promoting environmental and social corporate responsibility and advancing values-aligned investing. The CEO of the company is Andrew Behar.

Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.

Frank, Rimerman + Co. LLP is a certified public accountant firm that provides business and individual services and international reach. It offers litigation support, strategic consulting, risk management and valuation services, financial software advice and implementation, and specialized financial and research services. The company was founded by Frank W. Rimerman in 1949 and is headquartered in San Francisco, CA.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

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.

Signature Bancshares, Inc. (Georgia) operates as a bank holding company which engages in commercial and business banking. The company was founded in January 2005 and is headquartered in Georgia, CA.

American Diabetes Association provides diabetes related medical services. It funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The company was founded in 1940 and is headquartered in Alexandria, VA.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.

Dembo Jones PC operates as an accounting and advisory firm. It offers audit, taxation, outsourcing, and consulting services. The company was founded in 1954 and is headquartered in Rockville, MD.

Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.