Jefferson H. Rives

Biologics, Inc. provides oncology care services. Its services include care integration, oncology pharmacy services, patient access, strategic market solutions, and clinical research services. The company was founded in 1994 and is headquartered in Cary, NC.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Investors Management Corp (Investors Management) is a private equity firm founded in 1971 by James H Maynard and Bill Carl. The firm is headquartered in Raleigh, North Carolina.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Geomagic, Inc. develops and commercializes geometric modeling and inspection software solutions. Its products are used in the design, reverse engineering and inspection of parts and products and dental and medical markets to create customized restorations, appliances, prosthetics and treatment plans for patient care. The company was founded by Herbert Edelsbrunner and Ping Fu in 1997 and is headquartered in Raleigh, NC.

Beal Bank SSB engages in the provision of financial services. It specializes in offering rates on certificates of deposit, money market accounts, statement savings accounts, and individual retirement account certificates of deposit. The company was founded by D. Andrew Beal in 1988 and is headquartered in Plano, TX.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA.

Cresset Partners LLC (Cresset Partners) is a private equity arm of Cresset Capital Management LLC founded in 2017 by Avy Stein and Eric Becker. The firm is headquartered in Chicago, Illinois.

Monsoon Capital LLC is an independent hedge fund manager headquartered in Wilmington, Delaware. The firm was founded by Gautam Prakash in 2004. They provide investment advice to endowments, foundations, pension plans, family offices, and high net-worth individuals in the US, Europe and Asia.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Carolina Securities Corp. is a private company based in Beaufort, SC.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

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.

Watson Electrical Construction Co. LLC provides electrical construction and services. The private company is based in Wilson, NC.

Part of Religare Enterprises Ltd., Religare Global Asset Management, Inc. operates as an alternate investment manager. The company is based in New York, NY.

Franklin Street Capital Partners LLC (Franklin Street) is an independent alternative investment manager headquartered in New York City. The firm was founded by Graham “Gray” Smith in 2019. Franklin Street provides investment advice to high net worth clients.

SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina.

Arbour National provides property and casualty insurance carrier services. The company is based in Raleigh, NC. The company was founded by Connor Leonard.