Matthew Miele

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

WisdomTree Asset Management, Inc. (WisdomTree) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Jonathan Steinberg in 2005 and is a subsidiary of WisdomTree, Inc. (NYSE: WT). WisdomTree acts as an investment adviser to the separate series of the WisdomTree Trust (WisdomTree ETFs or the Funds), an open-end management investment company registered as an investment company under the 1940 Act.

Circle Peak Capital LLC (Circle Peak Capital) is a private equity subsidiary of Ras Capital Partners LLC founded in 2002 by R.Adam Smith and David Louis Fogel. The firm is headquartered in New York.

TAG Associates, Inc. provides consulting services to public and subsidized housing providers. Its services include financial management and planning assistance, asset management, admissions and occupancy, resident services, and operating fund. The company was founded by Jeffrey K. Lines in 1991 and is headquartered in Norwood, MA.

Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services.

Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation.

Monument Capital Group LLC (Monument Capital Group) is a private equity firm founded in 2007 by Douglas Baker and Robert Dunn. The firm is headquartered in Washington, District of Columbia.

Alphatrai, Inc. operates as an AI-based equity trading platform. The firm trades stocks and commodities using algorithms. The company is headquartered in San Diego, CA.

Key Investment Partners LLC (Key Investment Partners) is a venture capital firm founded in 2018 by Pete Karabas, Jordan Youkilis and Tiby Erdely. The firm is headquartered in Denver, Colorado.

Arca Holdings (Arca) is a venture capital firm founded in 2018 by Jeffrey Dorman, Philip Liu, and Rayne Steinberg. The firm is headquartered in New York.

Ras Capital Partners LLC (Ras Capital Partners) is a private equity firm founded in 2002.The firm is headquartered in New York.