Aaron J. Valentine

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA.

Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA.

Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA.

Founded in 2008, Hunt Investment Management LLC is an SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of HCH Holdings LLC, itself a subsidiary of Hunt Investment Management Holdings LLC. Their ultimate parent is Hunt Cos., Inc. They provide real estate investment management and advisory services to pension funds, corporations, sovereign wealth funds, endowments, insurance companies, banks and high net-worth money managers.

Part of Charger Investment Partners LP, Oc Composite Works Parent LLC functions as an investment fund. The company is based in El Segundo, CA.

AKTA US LLC used to offer application development and digital marketing services. It provided mobile application development, innovation consulting, branding services, and user experience design. The company was founded by John Roa in 2010 and was headquartered in Chicago, IL.

Gula Tech Adventures Inc (Gula Tech Adventures) is a venture capital firm founded in 2016 by Ronald Joseph Gula and Cyndi Gula. The firm is headquartered in Ellicott, Maryland.

Surefire Cyber, Inc. develops cyber security software. The company is based in Summit, NJ. The company was founded by William A. Gouveia and he has been the CEO since incorporation.

ForgePoint Capital Management LLC (ForgePoint Capital Management) is a venture capital firm founded in 2015 by Donald R. Dixon, William Lin and Juan Alberto Yépez. The firm is headquartered in San Mateo, California.

Tenable Network Security, Inc. develops unified security monitoring solutions for securing enterprise networks. Its products include SecurityCenter continuous view, which provides the most comprehensive and integrated view of network health, and Nessus, the global standard in detecting and assessing network data and Passive Vulnerability Scanner, which eliminates network blind spots by continuously monitoring network traffic in real-time to discover active assets, identify cloud applications, and detect anomalous activity. The firm has offices in Germany, Singapore and the United kingdom. The company was founded by Ronald Joseph Gula, John C. Huffard Jr., and Renaud M. Deraison in 2002 and is headquartered in Columbia, MD.

Part of Allworth Financial Group LP, Hall Private Wealth Advisors LLC is a company that provides financial planning, wealth and investment management services. The company is based in San Diego, CA. The company was founded in 2015 by Russell Merton Hall. Hall Private Wealth Advisors was acquired by Allworth Financial Group LP on December 14, 2023.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

Farmers Alliance Mutual Insurance Co. provides property and casualty insurance services for homes, autos, businesses, and farms. It has offices in Colorado, Idaho, Kansas, Missouri, Montana, Nebraska, North Dakota, Oklahoma, and South Dakota. The company was founded in 1888 and is headquartered in Mcpherson, KS.

J.C. Flowers & Co. LLC (J.C. Flowers & Co.) is a private equity firm founded in 1998 by J. Christopher Flowers. The firm is headquartered in New York.

Part of Cetera Financial Group, Inc., Magis Financial Partners is a financial services company based in Horsham, PA. The company offers personalized wealth management services, retirement and insurance planning, financial planning, and 401 (k) plan management. Magis Financial Partners aims to help clients pursue their personal or business financial goals by combining personalized service and high-touch support with industry-leading resources and state-of-the-art technology. The company's core values include putting clients first, always, having decades of experience, taking a team-based approach, and educating and communicating with clients. Magis Financial Partners was acquired by Cetera Financial Group, Inc. on March 09, 2021.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

DC Safety Sales Co., Inc. designs and supplies custom-designed and integrated first aid kits. The firm provides its services to automotive, commercial / fleet, recreational, government / agencies and promotional. Its products include export kits, roadside emergency kits, first aid kits and specialty kits. The company was founded in 1975 and is headquartered in Hauppauge, NY.

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.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Consonance Capital Partners LLC (Consonance Capital Partners ) is a venture capital subsidiary of Consonance Capital Group founded in 2005 by Mitchell Blutt, MD, Nancy-Ann DeParle, Benjamin Edmands and Stephen McKenna. The firm is headquartered in New York.

Consonance Capital Management LP (Consonance Capital) is a hedge fund firm headquartered in New York City. The firm was founded in 2007 by Mitchell Blutt, Kevin Livingston, and Benny Soffer. They are a subsidiary of Consonance Capman GP LLC. Consonance Capital provides investment advisory services to private pooled investment vehicles.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.

GEO2 Technologies, Inc. develops multifunctional filters for next-generation clean diesel solutions, is helping to meet the global need for better fuel economy with reduced emissions. The company patented cross-linked microstructure for diesel particulate filtering and other gas and fluid emission control applications. GEO2 works directly with ceramic and catalyst companies, as well as automakers. The company was founded by Rob Lachenaue & Zuberi Bilal and is headquartered in Woburn, MA.

Novum Medical, Inc. operates as a medical device company. It engages in the development of advanced orthobiomaterials utilizing a proprietary process capable of producing structures that are both strong and porous. The company was founded by Paul K. Nichols, Jr. and is headquartered in Woburn, MA.

VEIR, Inc. provides energy services. The company is headquartered in Boston, MA.

Breakthrough Energy Investment LLC (Breakthrough Energy Ventures) a venture capital arm of Breakthrough Energy LLC was founded in 2016 by Bill Gates. The firm is headquartered in Boston, Massachusetts.

NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA.