Jonathan Fortman

Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Reliance Global Holdings LLC owns and operates companies which engages in real estate and insurance activities. It focuses on acquiring insurance portfolios and undervalued healthcare facilities. The company was founded by Ezra Beyman in 1985 and is headquartered in New York, NY.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.

Macropoint LLC provides third party load tracking solutions. It offers a global freight visibility platform for shippers and brokers to get real-time location monitoring and tracking, delivery monitoring, and event notifications to third parties. The company was founded in 2011 and is headquartered in Cleveland, OH.

LKD Aerospace, Inc. manufactures and distributes aerospace components. It distributes Honeywell, Krismark Group, Nordam, Triumph Group, Gladiator Technologies, and Dance Air aerospace components. It offers aerospace maintenance, repair and operations. The company was founded in 1983 and is headquartered in Snoqualmie, WA.

Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio.

Proformex LLC engages in the provision of software solutions to life insurance policy owners, beneficiaries, insurance agents, and fiduciaries. The company was founded by Mike Pepe in 2016 and is headquartered in Westlake, OH.

Part of CVS Health Corp., Aetna International LLC is a provider of comprehensive health care benefits and population health solutions worldwide. Based in Hartford, CT, Aetna International serves over 800,000 members worldwide, including expatriates, local nationals, and business travelers. Its benefits include medical, dental, vision, and emergency assistance, and it also offers customized technological and health management solutions for healthcare systems, government entities, and large employers to improve people's health, enhance quality of care, and contain costs. Aetna International is committed to creating a stronger, healthier community by delivering comprehensive health care benefits worldwide.

Aeroxchange Ltd. is an electronic business network serving the aviation MRO industry. It provides lifecycle of electronic communication from order creation to final invoice. The firm serves accelerates repair, replenishment, sourcing, inventory pooling and other critical operations in the aviation supply chain. The company was founded in July 2000 and is headquartered in Farmers Branch, TX.

Barra & Associates LLC engages in the provision of insurance and financial services brokerage. It offers personal and commercial lines, individual group life and health, and protected wealth. The company is headquartered in Schaumburg, IL.

Bendix Commercial Vehicle Systems develops and supplies active safety technologies. It offers air brake charging, and control systems and components under the Bendix brand name for medium- and heavy-duty trucks, tractors, trailers, document library, diagnostic tools, brake school, and product action centers. The company was founded in 1869 and is headquartered in Elyria, OH.

Elemica, Inc. develops digital supply network platform. It offers services to aerospace and defense, automotive, chemicals, food and beverage, and pharmaceutical industries. The company was founded in 2000 and is headquartered in Wayne, PA.

Empire Equity Group, Inc. provides mortgage brokerage services. The company was founded by Ezra S. Beyman in 1983 and is headquartered in Montvale, NJ.

JPMorgan Chase Bank, NA operates as a commercial bank. It offers investment products including bank managed accounts and custody, personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. The company was is headquartered in Columbus, OH.

Part of HCI Group, Inc., TypTap Insurance Co. is a company that offers flood insurance for single-family homes. The company is based in Ocala, FL.

TypTap Insurance Group, Inc. operates as a holding company, which through its subsidiaries engages in the property and casualty insurance business. It operates through three segments: Insurance Operations, Information Technology and Corporate. The Insurance Operations segment represents the property and casualty insurance operations of TypTap, together with TTM, its managing general agent. The Information Technology segment represents the operations of technology companies Exzeo USA and Cypress Tech which owns Exzeo India. The Corporate segment represents the activities of holding company TTIG. The company was founded in July 2020 and is headquartered in Tampa, FL.

Orient Securities Asset Management Co., Ltd. (OSAM) is the wholly-owned asset management subsidiary of Orient Securities Co., Ltd. (SHA: 600958) in China. Headquartered in Shanghai, OSAM was founded in 2010 and manages a diverse range of funds for individual and institutional clients.