Ben Jones

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

The Art Commission LLC, also known as CODAworx, is a platform that connects artists and creative professionals to fabrication, installation, and shipping services. The company is based in Madison, WI and was founded by Toni F. Sikes and Terry Maxwell. The company offers sponsorship and partnership opportunities to members of the commissioned art industry and provide a marketplace for physical and virtual artwork. Real estate developers, property owners, and public art agents use CODAworx to find artists and creative professionals who create commissioned art. Toni F. Sikes has been the CEO since incorporation.

H Bancorp LLC operates as a holding company which engages in the acquisition and operation of community banks in the United States. It provides corporate development, risk management, investment selection and asset liability management. The company was founded in 2014 and is headquartered in Columbia, MD.

Rocky Mountain Institute is a non-profit organization that transforms energy use to clean and secure low carbon future. It engages in businesses, communities, institutions, and entrepreneurs to accelerate the adoption of market-based solutions that cost-effectively shift from fossil fuels to efficiency and renewables. It examining and facilitating market-based technology that will play a role in addressing the climate problem. The company was founded by Amory Lovin in 1982 and is headquartered in Basalt, CO.

Meritage Holdings LLC (Meritage Holdings) is a private equity firm founded in 1998 by Laura Beller, Jack G. Tankersley and David L. Solomon. The firm is headquartered in Arvada, Colorado.

SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Banana Republic LLC retails clothing and accessories for men, women and children. It operates a web site through which it distributes its products. The company was founded by Mel Ziegler and Patricia Ziegler in 1978 and is headquartered in Grove City, OH.

SJF Management LLC (SJF Ventures) is a venture capital firm founded in 1999 by Rick J. Defleux and Dave Kirkpatrick. The firm is headquartered in Durham, North Carolina.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Darling Consulting Group, Inc. provides consulting services for asset liability management and risk management. Its services include ALM consulting, model validation, deposit analysis, prepayment analysis, liquidity solutions, capital planning and credit stress testing. The company was founded in 1981 and is headquartered in Newburyport, MA.

Saba Capital Management LP (Saba) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. Established in 2009 by Boaz Weinstein and Jeremy Benkiewicz, the firm is a spin-out of one of the substantial proprietary groups in the industry, Saba Principal Strategies, founded by Boaz Weinstein at Deutsche Bank in 1998. Saba manages four core strategies: Credit Relative Value, Tail Hedge, SPACs and Closed-End Funds. Their investors are predominately institutions and include corporate pensions, public pensions, foundations, fund of funds, endowments, and family offices.

Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Game Creek Capital LP (Game Creek) is an independent hedge fund manager and SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 2007, Game Creek offers investment advisory services to pooled investment vehicles operating as private investment funds and manages separately managed accounts for certain high net worth individuals.

Ecosystem Integrity Management LLC (EIF) is a venture capital firm founded in 2010 by James Everett and Devin Whatley. The firm is headquartered in San Francisco, California.

Neocova Corp. operates as technology firm. The firm offers its services to community banks and credit unions. The company is headquartered in St. Louis. MO.

ALLURData, Inc. is a technology company led by Michael Brewer, who has over 35 years of experience in the field. The private company is based in Centennial, CO. The company's focus is not explicitly stated in the provided information.

ZeroAvia, Inc. is a leader in zero-emission aviation, focused on hydrogen-electric aviation solutions to address a variety of markets, initially targeting 500 mile range in 10-20 seat aircraft used for commercial passenger transport, package delivery, agriculture, and more. ZeroAvia is based in the UK and USA, with thriving teams in Everett, WA. The American company has already secured experimental certificates for its two prototype aircraft from the CAA and FAA, passed significant flight test milestones, and is on track for commercial operations in 2023. The company's expanding operations are partially supported by the grant from the UK's Aerospace Technology Institute and Innovate UK, and ZeroAvia is part of the UK government's Jet Zero Council. Initially targeting a 300-mile range in 9-19 seat aircraft by the end of 2025, and up to 700-mile range in 40-80 seat aircraft by 2027, ZeroAvia has already secured experimental certificates for its three prototype aircraft from the CAA and FAA and passed significant flight test milestones. The company has nearly 2,000 pre-orders for engines from a number of major airlines, with future revenue potential over $10bn. The company was founded by Valery Miftakhov and he has been the CEO since incorporation.

Ground Squirrel Ventures (Ground Squirrel Ventures) is a venture capital firm founded in 2018 by Eric Klose .The firm is headquartered in Boston, Massachusetts.

Forsythia Foundation engages in funding organizations that address environmental health and green chemistry issues, as well as chemical policy change and green chemistry innovation advocacies. The company was founded by Alison Carlson in 2010 and is headquartered in Washington, DC.

BankTech Ventures LP (BankTech Ventures) is a venture capital firm founded in 2021. The firm is headquartered in Sandy, Utah.

Slater Infrastructure Group LLC provides infrastructure consulting, engineering, program management, and construction services. The company is based in Alpharetta, GA. The company was founded in 1997 by Jeanne Simkins Hollis, who has been the CEO since 1997.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).