Martin J. Szumski

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

The Middlefield Banking Co. provides banking services. It provides personal and commercial banking services. The firm offers personal and business checking accounts, savings, investments, online banking, online bill pay, mortgages, loans, reorder checks, remote merchant deposit, and loans and lines of credit; investments, which include brokerage services, insurance, retirement and planning and tools. The company was founded on September 16, 1901 and is headquartered in Middlefield, OH.

White River Capital, Inc. operates as a financial services holding company, which engages in the acquisition of subprime auto receivables from both franchised and independent automobile dealers through its subsidiary. The company was founded in 2004 and is headquartered in Indianapolis, IN.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Part of Guidehouse, Inc., Peterson Consulting LLC is a company that provides information management and data processing services. The company is based in Los Angeles, CA.

Golden State Bank operates as commercial bank. Its services include online banking, business banking and personal banking. The firm also offers loans and mortgages, including consumer loans, automobile financing, equipment loans, home improvement loans, home equity loans, overdraft lines of credit, and commercial loans. The company was founded on August 6, 2003 and is headquartered in Glendale, CA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

The San Diego Blood Bank provides blood and blood related laboratory services. Its services include blood collection, component preparation, platelet­pheresis, plasmapheresis, leukapheresis, washed blood, frozen blood, autologous storage, designated donation services and a reference laboratory­. The company was founded by Thomas O'Connell and Frederick G. Hollander in 1950 and is headquartered in San Diego, CA.

Citizens Bancshares Co. operates as a bank holding firm. The company is headquartered in Chillicothe, MO.

Lincoln Savings Bank provides banking services. It offers insurance, investments, trust and real estate services. The firm provides mortgage, bonds, mutual funds and debentures. The company was founded in 1902 and is headquartered in Cedar Falls, IA.

HomeStreet Bank provides banking and financial services. Its services include business banking, business lending, consumer banking, mortgage lending, residential construction financing, income property financing and insurance services. The company was founded in 1921 and is headquartered in Seattle, WA.

Commerce Street Investment Advisor LLC, dba Commerce Street Investment Management (CSIM), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2007 and is wholly-owned by Commerce Street Holdings LLC, which is owned by Prudential Financial, Inc. (NYSE: PRU). CSIM provides asset management services in private equity, hedge funds, fund of funds and credit opportunities funds.

Aquesta Bank provides financial solutions. It engages in commercial banking in the Charlotte region of North Carolina. The firm offers property, casualty and health insurance products through the wholly owned subsidiary Aquesta Insurance Services, LLC. The company was founded on June 12, 2006 and is headquartered in Cornelius, NC.

Lincoln Bancorp operates as bank holding company. The company is headquartered in Reinbeck, IA.

Part of TMF Group BV, PartnersAdmin LLC provides support services to fund managers across all stages of fund lifecycles with an integrated technology platform. The company is based in Carlsbad, CA. The company was founded in 2008 by Mark Howells. PartnersAdmin was acquired by TMF Group BV on March 21, 2023.