Joe Scarpo

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX.

Evolved Alpha LLC provides investment advice.

Ginnie Mae (Government National Mortgage Association) manages the mortgage-backed securities program, ensuring mortgage funds are available throughout the nation, particularly for low- to moderate-income Americans. The company was founded in 1968 and is headquartered in Washington, DC.

Lemieux Group LP operates as a professional ice hockey team. The firm also markets sports merchandise, tickets, and collectable ice hockey game items. The company was founded in 1967 and is headquartered in Pittsburgh, PA.

Houston Texans, Inc. operates as a professional football team. It provides Football Conference (AFC) in the National Football League and also markets sports merchandise, match tickets and collectable game items.The company was founded by Robert C. McNair and Janice S. McNair in 2002 and is headquartered in Houston, TX.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Texas Rangers Baseball Club operates as a professional baseball franchise. It is a part of the Western Division of the American League in the Major League Baseball (MLB). The company was founded in 1961 and is headquartered in Arlington, TX.

Shady Side Academy provides educational services. The company was founded in 1883 and is headquartered in Pittsburgh, PA.

Fox Chapel Country Day School, Inc. owns and operates nonsectarian coeducational elementary school. It offers academic services for children in junior pre-kindergarten through fifth grade. The company was founded in 1948 and is headquartered in Pittsburgh, PA.

The Jewish Healthcare Foundation of Pittsburgh is a grantmaking foundation that operates through three arms: the Pittsburgh Regional Health Initiative (PRHI), Health Careers Futures (HCF), and the Women's Health Activist Movement (WHAM). The private company is based in Pittsburgh, PA. The foundation conducts research, education and training, grantmaking, program management, and project execution to improve patient care decision making, execution, and outcomes.

The Pittsburgh Foundation provides support to programs that improve the quality of life in the areas of education, arts, children, families & youth, healthcare and economic development. The foundation evaluates and addressescommunity issues, promoting responsible philanthropy and connecting donors to the needs of the community. The foundation was established in 1945 and is headquartered in Pittsburgh, PA.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

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.

IHS Markit engages in the provision of information, analytics, and solutions. The company is headquartered in Southfield, MI.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services.

Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations.

Reynolds Investment Management, Inc. (RIM) is an independent investment manager headquartered in Greenville, South Carolina. The firm was founded by Thomas “Tom” Reynolds in 1995. RIM provides wealth management services to individuals and families, business owners, medical professionals, and retirees. The RIM team also offers investment advisory services to retirement plan sponsors, endowments, and foundations.

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.