Katie Anne Brown

Tufton Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded by James D. Hardesty in 1995 as Hardesty Capital Management Corp. TCM provides investment management services to individuals, pension and profit-sharing plans, 401(k) plans, trusts, estates, charitable organizations and corporations.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Marathon Capital Management LLC (Marathon) is an independent registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded by James G. Kennedy in 1998. Marathon provides investment management services to individual investors and small institutions.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Moodlerooms, Inc. provides online teaching solutions to institutions worldwide. The firm offers Joule, a cloud-based enterprise learning management system that allows users to create and access courses; collaborate with peers, students, and instructors through forums, chats, blogs, and web conferencing; track student participation; connect to campus staff, students, and other systems; and provides distance learning services. The company was founded by Sheila Gatling, Thomas J. Murdock and Gina Russell Stevens in 2005 and is headquartered in Baltimore, MD.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland.

Franklin Square Hospital Center, Inc. provides hospital services. Its services include oncology, emergency medicine, cardiology, surgery, obstetrics and gynecology, orthopedics, and family medicine. The firm also offers programs in psychiatry and pediatrics. The company was founded in 1898 and is headquartered in Baltimore, MD.

Cystic Fibrosis Foundation is a donor-supported non-profit organization which focuses in the search for a cure for cystic fibrosis. The foundation funds cystic fibrosis research. It also supports and accredits a national care center network recognized by the National Institutes f Health as a model of care for a chronic disease. The company was founded in 1955 and is headquartered in Bethesda, MD.

NMGF Management LLC (New Markets Venture Partners) is a venture capital firm founded in 2002 by Mark Anthony Grovic and Robb Tyler Doub. The firm is headquartered in Fulton, Maryland.

Chardan Capital Markets LLC is a registered broker-dealer headquartered in New York City. The firm was founded by Kerry Propper and Steve Urbach in 2003. The firm offers a range of services which include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access and institutional trading to institutional clients.

Camden Partners Private Equity (Camden Partners) is a private equity subsidiary of Camden Partners Holdings LLC founded in 1995 by David Lyle Warnock. The firm is headquartered in Baltimore, Maryland.

Massachusetts Technology Collaborative is a public economic development organization. It specializes in innovation, economic development, cluster development, international economic development, big data, eHealth, regional economic development, state government, digital health, robotics, technology, cybersecurity, advanced manufacturing, R&D, broadband, electronic medical records, electronic health records and healthcare technology. The company was founded in 1982 and is headquartered in Westborough, MA.

The Holderness School, Inc. operates as an independent boarding and day school. It offers rigorous college preparatory education. The company was Founded in 1879 and is headquartered in Holderness, NH.

Heritage Financial Consultants LLC offers financial planning for individuals, families and businesses. Its services include fee based financial planning, wealth management, estate planning, philanthropic advisory, business succession, insurance strategies, and executive benefit. The company was founded by Brian W. Gracie in 1989 and headquartered in Hunt Valley, MD.

Massachusetts Life Sciences Center functions as a pension/retirement fund. The private company is based in Waltham, MA. The CEO of the company is Kenn Turner.

Net SpA provides integrated waste management services in the province of Udine. It also promotes environmental protection from the design phase of new activities and the construction of plants and services. The company was founded and is headquartered in Udine, Italy.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

Digital Bridge Holdings LLC engages in the acquisition, funding, and management of companies from the communications infrastructure sector. It has portfolio companies which include Andean Telecom Partners, DataBank, ExteNet Systems, Mexico Tower Partners, Vantage Data Centers, and Vertical Bridge. The company was founded by Benjamin J. Jenkins and Marc C. Ganzi in 2013 and is headquartered in Boca Raton, FL.

Healthworx is a venture capital subsidiary of CareFirst, Inc. founded in 2017. The firm is headquartered in Baltimore, Maryland.

IMPAQ International LLC provides research and consulting services. Its focus areas include payment and service delivery models, pharmaceutical health services, insurance markets, quality improvement and patient safety, population health research and aging and disability. The company was founded by Sharon R. Benus and Jacob M. Benus in 2001 and is headquartered in Columbia, MD.

The University of Maryland Foundation, Inc. advocates and supports the advancement of public higher education in Maryland. It offers financial management, investment management and advancement services. The company was founded in 1979 and is headquartered in Adelphi, MD.

The New England Council, Inc. operates as business association firm. It also offers counseling services to academic, health institutions, public and private organizations. The company was founded in 1925 and is headquartered in Boston, MA.

Biohealth Innovation, Inc. sources and evaluates market-relevant bioheath intellectual properties, connects the IP with funding, and assists businesses in marketing and growth. It is a regional innovation intermediary that accelerates and facilitates technology transfer and commercialization of market-relevant research in federal labs, universities, and biohealth companies in the Region. The company was founded in 2011 and is headquartered in Rockville, MD.