Dana Alan Kurttila

Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona.

Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY.

NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA.

North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL.

Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut.

Prudent Man Advisors, Inc. provides investment advisory services to public entities and local government investment pools. The company was founded in 1996 and is headquartered in Naperville, IL.