Steven W. Peterson

Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.

Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

Manor House Coffee Co. manufactures coffee. The firm offers canned and instant coffee for retail stores. The company is headquartered in Chicago, IL.

Sanchez, Daniels & Hoffman LLP provides legal services. Its practices include appellate, civil rights litigation, commercial litigation, employment law, real estate litigation, and public finance. The company was founded by Manuel Sanchez in 1987 and is headquartered in Chicago, IL.

Prime Holdings Insurance Services, Inc. provides underwriting, risk management, claims, brokerage, and financial services. Its products and services include commercial auto liability, property and inland marine, professional liability, personal lines, and healthcare services. The company was founded in 1992 and is headquartered in Sandy, UT.

Palisades Petroleum Corp. operates as a commercial real estate holding company. It has investments in multifamily housing properties that serve conventional and student markets throughout the upper Midwest. The company was founded on December 8, 2003 and is headquartered in Baltimore, MD.

Part of Aventura Equities, Inc., Byers Food, Inc. is a company that manufactures natural and organic food products. The company is based in McHenry, IL. Byers Food was acquired by Winsted Holdings, Inc. from Techlabs, Inc. on August 11, 2008.

Appletree Capital Ltd. (Appletree Capital) is a private investment firm founded in 2005. The firm is headquartered in Chicago, Illinois.

Mitchell, Vaught & Taylor, Inc. (MVT) is an independent SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1996 by David Vaught and John Mitchell. MVT offers asset management, research, and consulting to individual and institutional clients.

American Title, Inc. provides real estates information services. Its solutions include home equity, servicing and 1st mortgage. The company is headquartered in Omaha, NE.

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.

Virginia Surety Co., Inc. operates as a property and casualty insurance company. The company was founded in 1927 and is headquartered in Chicago, IL.

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Astor Place Holdings (Astor Place Holdings) is a private equity subsidiary of Select Equity Group LP founded in 2015. The firm is headquartered in New York.

Carrier Corp. manufactures air conditioning, heating, and refrigeration equipment. Its products include residential systems, commercial systems, transport refrigeration, and commercial refrigeration. The company was founded by Willis Haviland Carrier on July 17, 1902 and is headquartered in Jupiter, FL.

Elliott Co. designs, manufactures, and services turbomachinery. Its products include compressors, steam turbines, steam turbine generator sets, power recovery expanders, control systems, parts, lubrication, seal, and piping systems, and DYRHH steam turbines. Its services include engineered solutions, system packaging, specialty coatings, technical training, and repair services. The company was founded in 1981 and is headquartered in Jeannette, PA.

Duquesne Light Holdings, Inc. engages in the generation, transmission, distribution, and sale of electric energy through its subsidiaries. The company was founded in 1989 and is headquartered in Pittsburgh, PA.

Part of Prime Holdings Insurance Services, Inc., Prime Insurance Co. is an insurance company that specializes in providing bus insurance to clients. The company is based in Sandy, UT. The company helps insurance producers write more business by offering underwriting, risk management, and delivering claim results. The company was founded in 2006. The CEO is Rick J. Lindsey.