Mimi O'Bara

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

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.

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.

Dakota Wealth Management LLC provides investment management and advisory services. The company was founded by Peter John Raimondi III and is headquartered in Palm Beach Gardens, FL.

AlphaHedge Capital Partners LLC engages in investment advice. The company was founded by Kent Georger Bonniwell and Gregory S. Horn on March 5, 2012 and is headquartered in Blue Bell, PA.

Key Investments, Inc. provides investment advisory services. The company was founded by Vance K. Opperman in 1996 and is headquartered in Minneapolis, MN.

Part of M&T Bank Corp., M&T Securities, Inc. provides brokerage services. The company is based in Buffalo, NY.

BioConversion Solutions LLC engages in the conversion of biomass to renewable energy and byproducts such as fertilizer and clean water using biotechnology processes. It develops proprietary process technology platforms including fluidized co-digestion and co-generation anaerobic and fluidized composting aerobic process. The company was founded by Alan F. Rozich in 2003 and is headquartered in Wood Dale, IL.

Persimmon Growth Partners Investor Fund is a closed-end investment fund and investment trust. The company is headquartered in Blue Bell, PA.

Standard Chartered International (USA) Ltd. is an international bank that provides services to financial institutions, high net worth individuals and affluent customers. The company was founded in 1919 and it is headquartered in New York, NY.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

New York Business Development Corp. provides loans to small businesses. The company is headquartered in Albany, NY.

Graypoint LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. Formerly known as JNB Advisors LLC, the firm was founded in 2019 as the result of a merger between Bender Lane Advisory LLC and Hugh Johnson Advisors LLC. Graypoint provides financial advisory and investment management services tailored to the unique objectives of families, individuals, and nonprofit organizations.

Persimmon Growth Partners Fund LP is a closed-end investment fund/investment trust. It's objective is to achieve long-term appreciation of partners’ capital by investing in various hedge fund limited partnerships and other pooled investment vehicles managed by experienced investment managers. The company was founded on January 2004 and is headquartered in Blue Bell, PA.

Part of Foreside Financial Group LLC, Persimmon Research Partners, Inc. develops and provides a comprehensive online investment consulting platform for the investment community. The company is based in Plymouth Meeting, PA. Persimmon Research Partners was acquired by PFPC Worldwide, Inc. on October 28, 2003.