Jamie Walters

Acordia, Inc. provides insurance brokerage and risk management consulting services. The company offers property and casualty coverage include specialty coverage for professionals in the construction, entertainment, health care, transportation industries, life, health products for individuals and groups. Acordia was founded in 1989 and is headquartered in Chicago, IL.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

FNB Investment Advisors, Inc. (FNBIA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1999 and does business as F.N.B. Wealth Management. The firm is a subsidiary of First National Trust Co., ultimately held by FNB Corp. (NYSE: FNB). FNBIA provides investment management and supervisory services to individual and institutional clients.

Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.

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.

True Ventures LLC (True Ventures) is a venture capital firm founded in 2004 by John Burke and Philip Black. The firm is headquartered in Palo Alto, California.

Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia.

Infolinks, Inc. is a global advertising platform offering ad solutions for both publishers and advertisers. Its products include inarticle, a user-initiated expanding advertisement, infold, a search and display delivering ads on a wider scale of traffic, inframe, provides a solution for unused real estate on wide screens, intext, works by scanning a page’s content in real-time to deliver relevant ads, and intag, displays the most valuable keywords directly related to the content of a page in highly customizable ad units. The company was founded by Oren Dobronsky and Yariv Davidovich in 2007 and is headquartered in Palo Alto, CA.

Insightera, Inc. develops real-time B2B marketing software solutions. Its software accelerates B2B customer acquisition by segmenting and adapting to inbound prospects based on their intent and potential in real-time, thereby gaining the prospect's undivided attention. The firm complements and accelerates existing marketing solutions by leveraging proprietary real-time big data analytics, creating meaningful customer interactions and improved B2B online conversions. The company was founded by Mickey Alon and Mike Telem in 2009 and is headquartered in San Mateo, CA.

ServarusRM is engaged in the provision of risk management solutions for the workers' compensation, insurance providers and state & federal group programs. It focuses on risk management strategies, processes, programs, and technology to minimize risks. The company was founded by Joseph M. Zuccari in 2005 and is headquartered in Fairfax, VA.

SOSSEC, Inc. provides contract administration, business representation and consulting services. It offers SOSSEC Consortium and its members with contract administration and negotiation, transaction management and consulting services. The firm focuses on business development, proposal preparation and facilitation, invoicing, technical review, metrics development, strategic planning and events organizations. The company was founded in 2008 and is headquartered in Atkinson, NH.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Friedenthal Financial LLC is an independent registered investment advisor headquartered in Marlton, New Jersey. The firm was founded by Mark S. Friedenthal in 2009. They provide investment advice and management supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations.

HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.

Terra Global Capital LLC provides strategic advisory services for the measurement and monetization of land use carbon credits and carbon finance. It offers strategic advisory services in the areas of market mechanisms, transaction structuring, fund management, voluntary and regulatory carbon project registration, carbon measurement and modeling technologies. The company was founded by Leslie L. Durschinger in 2006 and is headquartered in San Francisco, CA.

Strangelove Ventures LLC (Strangelove Ventures) is a venture capital firm founded in 2021 by Jack Zampolin and Tyler Schmidt. The firm is headquartered in San Francisco, California.

Gibson Capital LLC (Gibson) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wexford, Pennsylvania. The firm was founded in 1989 by Roger C. Gibson as Gibson Capital Management, Ltd. Gibson provides investment advisory services, based on a strategic asset allocation approach, to high net-worth individuals, foundations, and retirement plans nationwide.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.

Wells Fargo Insurance Services USA, Inc. provides insurance services. The firm offers property, casualty and specialty coverage for professionals in the construction, entertainment, health care, and transportation industries, as well as life and health products for individuals and groups. The company is located in Chicago, IL.

Icehouse Ventures Ltd. (Icehouse Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Auckland and is wholly owned subsidiary of The Icehouse Ltd.

Beta Gamma Sigma, Inc. is an organization that recognizes academic excellence in business studies. The non-profit company is based in Maryland Heights, MO. The company offers scholarships and grants to their alumni chapters and members to aid in continuing education and chapter development. As a BGS member, individuals have access to exclusive programs designed to refine their skills to meet the changing needs of the business world.

Hull Street Energy LLC (Hull Street Energy) is a private equity firm founded in 2014 by Sarah Wright. The firm is headquartered in Bethesda, Maryland.

Part of Radianx Wealth Management Ltd., Radianx Capital LLC is an investment advisory firm. The company is based in New York, NY.

Harbourview Equity Partners is a private equity/venture capital firm founded in 2021 by Sherrese Clarke Soares. The firm is headquartered in Newark, New Jersey.

SustainU LLC is a private company that manufactures apparel for men and women using recycled materials. The company is based in Morgantown, WV.

StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York.

Mercato Management LLC (Mercato Partners) is a venture capital subsidiary of Mercato Partners Acquisition Corp. founded by Greg Warnock and Alan Hall in 2007. The firm is headquartered in Salt Lake City, Utah.