Andrew J Kleich

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients.

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.

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.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

Madison Wealth Partners, Inc. (Madison Partners) is an independent, SEC-registered investment adviser headquartered in Waunakee, Wisconsin. Founded in 2020, Madison Partners offers wealth management services to individuals, families, and business owners.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

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.

Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

DNAmito, Inc. provides personalized and predictive radiation therapy services. The company is headquartered in Cupertino, CA.

The Harbor Group, Inc. (THG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedford, New Hampshire. THG was founded in 1981 and provides personalized financial planning and investment management to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities.

Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.

Part of Invitae Corp., Medneon LLC is a company that aims to prevent cancer and improve treatment by providing DNA insights and decision support tools to individuals and their care teams. The company is based in Cupertino, CA. The company's innovative digital platform combines AI and human insights to provide actionable information about an individual's cancer risk, enabling precision prevention and management over time. The company was founded in 2018 by Rakesh Patel and Kamal C. Gogineni. Medneon was acquired by Invitae Corp. on February 24, 2021.

Good Samaritan Hospital provides general medical, surgical and other hospital services. It offers surgical weight loss program, rehabilitation, cardiology, cancer care, behavioral health, and general surgery. The company was founded in September 1965 and is headquartered in San Jose, CA.

Black Maple Capital Management LP (BMC) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Milwaukee, Wisconsin. The firm was founded by Rob Barnard and Don Bobbs in 2013. BMC provides investment management services to certain private pooled investment vehicles.

Upstream Rehabilitation, Inc., provides outpatient rehabilitation therapy services. It offers therapist partnership, physical solutions and provider network. The company was founded by Paul Zimmermann and David Van Name in 2004 and is headquartered in Birmingham, AL.

IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

General Wireless Operations, Inc. retails consumer electronics. It offers action cameras and accessories, audio, video, streaming products, batteries, drones, remote control, toys, maker parts, kits, scanners, weather radios, and clocks. The company was founded in 1921 and is headquartered in Fort Worth, TX.

Kopernik Global Investors LLC (Kopernik) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by David Iben in 2013 and is principally owned by Kopernik Holdings LLC. Kopernik provides investment advisory services to individual and institutional clients on a discretionary and non-discretionary basis.