Michael J. Bovalino

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds.

Verinata Health, Inc. focuses on maternal and fetal health. It develop and offer non-invasive tests for early identification of fetal chromosomal abnormalities. The firm's products include 'verifi' prenatal test, a non-invasive test that detects three primary aneuploidies for trisomies 21, 18 and 13 from a single maternal blood draw as early as 10 weeks and 'Monosomy X', a test for Turner syndrome. The company was founded by Michael D. Grisham and Richard P. Rava in 2001 and is headquartered in San Diego, CA.

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Founded in 2002 by Dennis Rhee and Yung Lim, Treesdale Partners LLC is a hedge fund manager located in New York City. The firm's clients include insurance companies, endowments, pensions, banks and wealth managers around the world.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO.

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.

Lisanti Capital Growth LLC (Lisanti) is an independent registered investment advisor headquartered in New York City. It was founded by Mary Lisanti in 2003. Lisanti serves the institutional marketplace through separate accounts, for public plan, corporate, endowment and foundation clients. The firm also offers a mutual fund, the Lisanti Small Cap Growth Fund, for individual clients.

American College of Cardiology Foundation provides cardiovascular education services. Its services include cardiac surgery, chronic angine, diabetes, geriatric cardiology and heart failure and cardiomyopathies. The company was founded by Franz Groedel, Robert P. Glover and Bruno Kisc in 1949 and is headquartered in Washington, DC.

New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY.

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.

Surgical Monitoring Services, Inc. provides introperative monitoring and neurodiagnostic services. It offers transcranial doppler, carotid duplex, and electroencephalogram. The company was founded by Jeffrey H. Owen in 1995 and is headquartered in Hunt Valley, MD.

JDRF International is a leader in setting the agenda for diabetes research worldwide, and is the largest charitable funder of and advocate for type 1 diabetes research. JDRF find a cure for diabetes and its complications through the support of research. Type 1 diabetes is an autoimmune disease that strikes children and adults suddenly, and can be fatal. Until a cure is found, people with type 1 diabetes have to test their blood sugar and give themselves insulin injections multiple times or use a pump each day, every day of their lives. And even with that intensive care, insulin is not a cure for diabetes, nor does it prevent its potential complications, which may include kidney failure, blindness, heart disease, stroke, and amputation. It was founded in 1970 and is headquartered in New York, NY.

The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Dr. Park Avenue operates as a development stage company. It was formed as a vehicle to pursue a business combination with a related operating company and then to act as a franchisor of that business opportunity. The company was founded on February 19, 2010 and is headquartered in Franklin Lakes, NJ.

Young Life provides activities and support services. It is a christian ministry that reaches out to adolescents through volunteers, staff, club meetings, and camps. The company was founded on October 16, 1941 and is headquartered in Colorado Springs, CO.

C&S Cos., Inc. provides architectural, engineering, construction management services. It offers aviation, civil infrastructure, landscape architecture, planning, and sound attenuation. The company was founded by Mike Calocerinos and Frank Spina in 1968 and is headquartered in Syracuse, NY.

Silverberg Bernstein Capital Management LLC is an investment advisory firm founded in 2023. The private company is based in Armonk, NY. The company provides investment advice to its clients.

Cowen Prime Advisors LLC (CPA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 as an operating division of Cowen Prime Services LLC (CPS) and succeeded to the investment advisory business of CPS in 2021. They are a direct subsidiary of Cowen PB Holdings LLC and became ultimately owned by The Toronto-Dominion Bank (TSE, NYSE: TD) in 2023, a Canadian multinational banking and financial services corporation. CPA offers investment advisory services to high-net-worth individuals, groups of related family members, trusts, estates and charitable institutions, pension and profit-sharing plans, pooled investment vehicles, and corporations and other business organizations.

Edmond de Rothschild Holding SA provides private banking and asset management services. The company was founded on March 31, 1954 and is headquartered in Pregny-Chambésy, Switzerland.