Tom West

Saucony UK, Inc. (formerly Saucony, Inc.) designs and manufactures athletic footwear for men and women. It also manufactures walking, racing and trail shoes for men and women of all ages. The company was founded in 1898 and is headquaretred in Peabody, MA.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Adage Capital Management LP (Adage) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Phil Gross and Robert Atchinson in 2001 and is owned by Adage Capital Partners GP LLC. Adage provides investment advisory services to its sole client, Adage Capital Partners LP (ACP), a private investment fund. The firm does not manage any separate accounts.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

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.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

Settlement Funding LLC provides factoring services. The firm, through its group of affiliated companies, purchases deferred payment obligations, structured legal settlements, annuity payments, lottery prize payments, sweepstakes awards, life insurance policies, tobacco transition payments, and sports contract payments. The company was founded by Timothy J. Trankina and James D. Terlizzi in 1996 and is headquartered in Radnor, PA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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.

New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ.

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.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Garces, Grabler & Lebrocq PC engages in the provision of legal services. Its services include administrative law, appellate law, bankruptcy law, family law, DWI/DUI, employment law, cancellations, consumer law, immigration law, landlord and tenant, and municipal court. The company was founded by William J. Garces in 1991 and is headquartered in New Brunswick, NJ.

Buchanan Ingersoll & Rooney PC provides legal services. The firm offers services in the areas of commercial litigation, taxation, government relations, family law, labor and employment law, European law and intellectual property. The company was founded in 1850 and is headquartered in Pittsburgh, PA.

Fox Rothschild LLP engages in the provision of legal services. Its practice areas include animal law, automotive, construction, business, corporate, drone law, employee benefits and compensation, entertainment and sports law, environmental, family law, fashion law, financial services industry, health law, insurance, international, immigration, media and defamation, nonprofit organizations, privacy and security, public companies, real estate, securities industry, taxation and wealth planning, technology, transportation and logistics, valuation law, and others. The company was founded by Edwin Fox and Jerome Rothschild in 1907 and is headquartered in Philadelphia, PA.

Hodgson Russ LLP provides legal services. Its practice areas include bankruptcy and restructuring, environmental, employee benefits, immigration, litigation, real estate and tax. The company was founded by Asa Rice in 1817 and is headquartered in Albany, NY.

Secure Energy, Inc. provides coal conversion technologies. The firm develops, finances, and constructs coal to natural gas plants. The company was founded by Jack Kenny and Lars Scott on June 5, 2006 and is headquartered in St. Louis, MO.

Pure Minerals, Inc. is an exploration stage company, which engages in exportation and development of mineral properties. The company was founded on September 24, 2004 and is headquartered in Quebec, Canada.

Avicena Group, Inc. develops pharmaceuticals and skin care products. It focuses on developing products based on its proprietary understanding of the regulation of cellular energy processes. The company's core technologies have broad applications in both pharmaceuticals and dermaceuticals. Avicena Group was founded by Rima Kaddurah-Daouk and M. Flint Beal in 1989 and is headquartered in Palo Alto, CA.

Phoenix Cable TV Co. Ltd. provides cable television system services. The company is headquartered in Taipei, Taiwan.

The National Science Foundation supports fundamental science and engineering researches. It offers services to people in all scientific and engineering disciplines. The firm focuses on the promotion and progress of science to advance the national health, prosperity and welfare. The company was founded in 1950 and is headquartered in Arlington, VA.

Holland & Knight LLP provides legal services. The firm offers four practice sections: litigation, government, business and real estate. It also provides corporate transactions, litigation and dispute resolution, regulator and government affairs and private wealth services. The company was founded in 1968 and is headquartered in Miami, FL.