Jack McDonald

Deutsche Bank Americas Holding Corp. provides banking services. The company is headquartered in New York City, NY.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Kohlberg & Co. LLC (Kohlberg & Co) is a private equity firm founded in 1987 by James Andrew Kohlberg and Jerome S. Kohlberg. The firm is headquartered in Mount Kisco, New York.

Part of Silvergate Capital Corp., Silvergate Bank is a leading bank for innovative businesses in fintech and cryptocurrency. The company was founded in 1996 by Derek J. Eisele and is based in La Jolla, CA. Silvergate Bank has been serving innovators for over 25 years and is known for its expertise in providing banking solutions to the fintech and cryptocurrency industries.

Common Fund is an independent asset management firm that manages $22.60 billion in assets for around 1,300 institutional clients. Common Fund was founded in 1971 and is based in Wilton, CT. The private company specializes in investment management and is active in all sectors of the capital markets, serving a broad spectrum of investors, including nonprofit organizations, healthcare organizations, family offices, and pension plans. The company also has subsidiaries in Canada, United States, United Kingdom, Cayman Islands, and China. The Investment Stewardship Academy is a workshop for investment professionals to learn and apply skills and knowledge for stewarding long-term capital.

The Bank of New York Mellon (International) Ltd. provides banking services. The company performs securities servicing and global payment services. It offers securities clearing, trading, and settlement services as well as international trade execution, treasury and investment management, mutual fund servicing, foreign exchange, and interest rate management services. The Bank of New York Mellon International is headquartered in London, UK.

Ripple Labs, Inc. engages in the development of virtual currency and open source payments systems. The firm offers blockchain technology for payments. The company was founded by Christopher A. Larsen, Arthur Britto, and Jed Mccaleb on December 21, 2012 and is headquartered in San Francisco, CA.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.

Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA.

BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.

BNY Mellon Asset Servicing is a fund distributor headquartered in Wilmington, Delaware. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). They offer clients around the world a broad spectrum of specialized asset servicing capabilities including custody and fund services, securities lending, performance and analytics and execution services.

Part of The Bank of New York Mellon Corp., BNY Mellon Service Kapitalanlage GmbH is a German company that provides fund management services. The company is based in Frankfurt, Germany. Thomas Grünewald has been the CEO of the company since 2010.

Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Part of HSBC Holdings Plc, HSBC Auto Finance, Inc. is an American company.

Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds.

The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA.