Daniel J. Rodriguez

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

Affiliated Wealth Partners Holdings LLC engages in the provision of consumer finance services. The company was founded in 2015 and is headquartered in Scottsdale, AZ.

Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY.

K2 Insurance Services LLC engages in the provision of underwriting and distribution franchise in the insurance market. The company was founded by Patrick J. Kilkenny and Robert James Kimmel in 2011 and is headquartered in San Diego, CA.

McLarens LLC provides claims adjusting services. The firm specializes in the areas of property, aviation, casualty, technical services, marine and transit, crime and specie, agriculture, claims management, and audit. It manages property claims, such as hospitality, real estate, manufacturing, healthcare, technology, general commercial property, and global and regional accounts; and property loss management program that include loss valuation and mitigation, business interruption assistance, international resolution and integrated subrogation support. The company was founded in 1931 and is headquartered in Peachtree Corners, GA.

The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA.

Skopos Financial LLC provides auto finance contracts to dealers. It specializes in purchasing and servicing of auto finance contracts from franchised dealers. The company was founded in 2012 and is headquartered in Irving, TX.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.