Erica R. Monko

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.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

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.

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.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

10X Venture Partners LLC (10x Venture Partners) is a venture capital firm founded in 2012. The firm is headquartered in Manchester, New Hampshire.

The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN.

Single Digits, Inc. provides secure managed wireless network solutions. Its solutions include wi-fi site survey, network design and engineering; wi-fi authentication and access portals; network monitoring application and support; event wi-fi and rentals; and internet of things. The company was founded by Stephen A. Singlar and Robert M. Goldstein in 2003 and is headquartered in Bedford, NH.

PT United LLC engages in assisting physical therapists. Its services include edispensary, new clinic outfitting, succession planning, and supply stream. The company was founded by Quinn Worden in 2008 and is headquartered in Nashua, NH.

Environmental Services, Inc. engages in the provision of environmental consulting and management services. It offers archaeology, ecology, forestry, site assessment and remediation, and geographic information services. The company was founded by Sarah S. Robinson and Isaac R. Robinson, Jr in 1986 and is headquartered Jacksonville, FL.

Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc.

Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.

OrbiMed Advisors Private Equity (OrbiMed Advisors Private Equity) is a private equity and venture capital subsidiary of Orbimed Advisors LLC founded in 1993 by Samuel D. Isaly. The firm is headquartered in New York and it has additional offices in San Francisco, Mumbai, Shanghai, Herzliya, Hong Kong and London.

Eliza Corp. provides online automated healthcare communications services. It offers health engagement management, blending technology, and communication solutions and data analytics. The firm’s services include interaction design, analytics and consulting and social media. The company was founded by John Kroeker, Alexandra Drane and Lucas Merrow in 2000 and is headquartered in Danvers, MA.

RowdMap, Inc. provides data management on healthcare systems. It offers Risk-Readiness Benchmarks which help health plans, physician groups, and hospital systems to identify, quantify, and reduce low-value care that physicians deliver. The company was founded in 2011 and is headquartered in Louisville, KY.

Kinotek, Inc. engages in the provision of hardware-agnostic software that combines motion capture and machine learning. It offers 3D injury-risk assessment for physical therapists, chiropractors, and medical professionals. The company was founded by Justin Hafner and David Holomakoff and is headquartered in Portland, ME.

Pierce is a private company based in Blackburn, UK.

SaviLinx LLC provides business process and marketing outsourcing services. Its services include customer retention, inbound sales conversion, back office support, technical support, and recall emergency. The firm provides services to the publishing, medial, cable, telecommunications,and retail companies. The company was founded by Heather D. Blease in 2013 and is headquartered in Brunswick, ME.

Clean Energy Venture Management LLC (Clean Energy Venture) is a venture capital firm founded in 2017 by Daniel P. Goldman, David S. Miller and Temple Fennell. The firm is headquartered in Boston, Massachusetts.

North Atlantic Capital Corp. (North Atlantic Capital) is a private equity/venture capital firm founded by David Coit in 1986. The firm is headquartered in Portland, Maine.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.