Richard P. Tarvin

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

UBS AG (London Branch) is the Great Britain-based brokerage subsidiary of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded in 1998 and provides nimble, innovative and bespoke access to solutions, from market and insight tools, to trading strategies and execution for private, institutional and corporate clients worldwide, as well as private clients in Switzerland. They distribute, trade, finance and clear cash equity and equity-linked products. The firm also structures, originates and distributes new equity and equity-linked issues.

Oxford Capital Partners LLP (Oxford Capital Partners) is a venture capital subsidiary of Oxford Capital Partners Holdings Ltd founded in 1999 by Tedd Mott and David Edward Christian Mott. The firm is headquartered in Oxford, United Kingdom.

Federated Hermes Ltd. is the Great Britain-based investment management subsidiary of Federated Holdings UK II Ltd., which is ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. The firm was founded in 1983 and formerly known as Hermes Fund Managers Ltd. Headquartered in London, Federated Hermes provides specialized capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management solutions to investors around the world.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Deepbridge Capital LLP (Deepbridge) is an investment management firm founded in 2010. The firm is headquartered in Chester, UK.

FundSeeder Technologies LLC engages in the provision of financial data and analytics solutions. It offers trader platform, emerging manager investment opportunities, and customized software for financial institutions. The company is headquartered in Charlotte, NC.

Munnypot Ltd. provides an online robo-advice savings and investment platform. It focuses on providing its solution as a white label product for financial services firms. The firm offers solutions for wealth management firms, enabling them to go to market with a robo-advice solution. The company was founded by Andrew Steven Fay, Simon George Redgrove and Simon Chisholm and is headquartered in Steyning, the United Kingdom.

Fortune Asset Management Co. LLC provides investment advice services. The private company is based in Lantana, TX.

Part of Swallowcourt Holdings Ltd., Keelex 176 Ltd. is a private care provider based in Truro, UK. Keelex 176 takes pride in providing excellent care and maintaining high standards in their care homes. The British company has a dedicated team that is at the core of their high standard of leadership and care. The company's focus is on providing a quality lifestyle in a beautiful environment for their residents. The company offers certifications for each of their homes, which can be viewed on their website. Founded in 1993, the company offers residential, nursing, and respite care for older and elderly people.

Milltrust International Group (Singapore) Pte Ltd. is a holding Singaporean company that provides asset management services. The private company is based in Singapore, SG. and has subsidiaries in United Kingdom, Ireland, Cayman Islands and Singapore. The company was founded in 2010 by Simon John Harry Hopkins, Eric Alan Anderson, Alexander Gerard Kalis, Mark Ebert, Gary Thornton. Simon John Harry Hopkins has been the CEO since 2010.

Part of University of Bristol, Bristol Digital Futures Institute is a research institute based in Bristol, UK. Founded in 2019, Bristol Digital Futures Institute is the newest of the University of Bristol’s five research institutes. The British company's mission is to transform the way we create new digital technology for inclusive, prosperous and sustainable societies. The company is shaping a digital future that works for all by supporting both individual and interdisciplinary or thematic research of the highest quality.

Marlborough Oldco Ltd. provides wealth and investment management services. The company is based in Steyning, UK. and has subsidiaries in United Kingdom. The British company was founded by Simon George Redgrove, Andrew Steven Fay. Andrew Steven Fay has been the CEO since incorporation.

Milltrust Ventures (Milltrust Ventures) is a venture capital subsidiary of Milltrust International Group (Singapore) Pte. Ltd founded in 2020. The firm is headquartered in Singapore.

SPF Private Clients Ltd. provides loan mortgage services. It also offers insurance, wealth management and commercial finance services. The company was founded in 2011 and is headquartered in London, the United Kingdom.

Swallowcourt Holdings Ltd. functions as an investment holding British company. The private company is based in Truro, UK. and has subsidiaries in United Kingdom.

Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit.

DigitalBridge Operating Co. LLC engages in the provision of real estate investment services. The company is headquartered in Los Angeles, CA.