Richard Lee

Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.

Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.

Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

Tattarang Pty Ltd. develops and manages real estate properties. The firm also provides marine maintenance and boat building services. Its investment portfolio spans across agri-food, energy, resources, property, hospitality, sport and entertainment. The company was founded by John Andrew Henry Forrest and Nicola Forrest in 2001 and is headquartered in Perth, Australia.

OpNet SpA provides telecommunications services. The firm specializes in providing wireless broadband Internet connectivity solutions. It offers fixed wireless access as well as symmetrical and guaranteed point-to-point installations to families and businesses. The company was founded by Davide Rota and Peter Anthony Cohen in 2001 and is headquartered in Rome, Italy.

Conwed Plastics LLC develops and manufactures plastic netting and other specialty plastic products. It offers extruded netting products, including square, diamond, flat, co-extrusion, bi-component and elastomeric netting products, as well as cylinder tubes. The fir provides oriented, knitted netting, specialty products, such as synthetic fibers, yarn, soil stabilization products, resins and additives. The company was founded in 1966 and is headquartered in Minneapolis, MN.

Part of Emera, Inc., The Barbados Light & Power Co. Ltd. is a Barbadian company that provides power generation and distribution services. The company is based in St. Michael, Barbados. The CEO of the company is Roger Blackman.

Snowbird Corp. is a private company located in Snowbird, UT. The company's description highlights the impressive natural features of the area, including an annual snowfall of over 500 inches, 3,000 vertical feet, and 2,500 acres of legendary terrain.

SpeakWorks, Inc. develops software for interaction between students and professors. The firm provides a simple way for users to give detailed, time-coded written and video feedback on all types of oral presentation. The company was founded by Ken Meyers and is headquartered in Orem, UT.

Gold Medal Pools designs and constructs swimming pools. It specializes in pool cleanings, inspections, equipment repairs and replacement, and filter replacements. The company was founded in 1997 and is headquartered in Frisco, TX.

Unishippers Global Logistics LLC provides shipping services. Its services include UPS express, ground and international shipping, freight, online transportation management, shipment insurance and platinum services. The company was founded by Steve J. Nelson in 1987 and is headquartered in Salt Lake City, UT.

SG Credit Partners, Inc. provides structured term loans. It specializes in financial services, term and business loans, direct lending and bridge finance. The company was founded by Darrin Ginsberg, Marc Cole and Charlie Perer in 2009 and is headquartered in Newport Beach, CA.

Med One Capital Funding LLC provides financial services.

Part of SiriusPoint Ltd., EmPRO Insurance Co is a licensed medical professional liability insurance carrier headquartered in the state and dedicated to protecting physicians, healthcare facilities, and healthcare providers. The company is based in Brooklyn, NY. The company provides the medical community with personalized underwriting services, aggressive claims defense, and effective risk management strategies. EmPRO Insurance was acquired by Sirius Global Solutions, Inc. from Jefferies Financial Group, Inc. on October 31, 2013 for $3.20 million.

Minderoo Foundation Pty Ltd. operates as a foundation or endowment. The firm supports in the area of education, research, Indigenous affairs, disaster response and the arts. The company was founded in 2001 and is headquartered in Broadway Nedlands, Australia.

MK Resources Co. explores mines for gold, copper, and other mineral properties. It engages in exploration programs in Spain and Nevada. The company was founded by Daniel J. Kunz in 1990 and is headquartered in Salt Lake City, UT.

Utah Retirement Systems (URS) is a State-owned pension fund manager headquartered in Salt Lake City, Utah. Founded in 1963, the firm provides investment benefits, as well as comprehensive health and dental, disability and life insurance benefits to active and retired Utah public employees and their beneficiaries. URS administers eight defined benefit pension systems and four IRS-qualified retirement savings plans.

The University of Utah Hospital is recognized internationally for its excellence in clinical care, medical education, and research in the field of obstetrics and gynecology. The company is based in Salt Lake City, UT. As a preeminent research and teaching institution, the university upholds the highest standards of intellectual integrity and scholarship. The University of Utah Hospital is ultimately controlled by the State of Utah. Founded in 1850, the University of Utah is the flagship institution of higher learning in Utah, offering a wide range of undergraduate and graduate degree programs to a large student population.

Part of Marsh & McLennan Cos., Inc., Evaluation Associates LLC is a company that provides financial consulting services. The company is based in Norwalk, CT. The CEO of the company is Steven C. Case. Evaluation Associates was acquired by Mercer Investment Consulting LLC from Milliman, Inc. on June 30, 2011.

Partners Group Private Infrastructure (PG Private Infrastructure) is a private equity subsidiary of Partners Group Holding AG (SWX: PGHN). The firm was founded in 2001, and is headquartered in Zug, Switzerland.

Part of Estate of Ian M. Cumming, Cumming Investment Co. LC is a company based in Salt Lake City, UT.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Larry H. Miller Group of Cos. (LHM Co.) is a privately-owned investment management firm headquartered in Sandy, Utah. The firm was founded by Gail Miller in 1979. LHM Co. provides investment management services to individual and institutional clients.

University of Utah Health Insurance Plans is a health plan administrator that serves members in the mountain west. The company is based in Murray, UT. The company is committed to enhancing the member experience, improving the quality of care, strengthening the health of populations, and reducing the cost of care. The company specializes in the health plan administration of medical, behavioral health, and pharmacy benefits for fully-insured and self-funded employer groups, individuals, and families, as well as Medicare and Medicaid. The company is ultimately controlled by the State of Utah. The company was founded in 1998. The CEO is Chad Westover.