Michael White

Sterling National Bank provides banking services. It offers financing, commercial, residential mortgage lending, equipment leasing, trust and investment management services. The company was founded in 1929 and is headquartered in New York, NY.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

Park Avenue Securities LLC (PAS) is a dually registered broker-dealer and investment advisor headquartered in New York City. The firm was founded in 1999 and is a wholly owned subsidiary of The Guardian Life Insurance Company of America (GLIC), a New York mutual life insurance company. GLIC and their affiliates sell their products through a system of insurance agents, most of whom are also registered representatives and IARs of PAS. PAS provides investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Managed Funds Association provides support services for the hedge funds industry. It operates as an association for investment professionals in futures, hedge funds, commodity pool operators, and other alternative investments. The company was founded in 1991 and is headquartered in Washington, DC.

The Royal Shakespeare Co. operates as a British live theatrical presentations company. The private company is based in Stratford-upon-Avon, UK and has subsidiaries in the United Kingdom. The company was founded by Peter Reginald Frederick Hall and the CEO is Michael Clasper.

Information Systems Audit & Control Association, Inc. provides information system and audit control services. The firm offers tools and solutions for all enterprises that use information systems. The company was founded in 1960 and is headquartered in Rolling Meadows, IL.

PricewaterhouseCoopers provides audit, assurance and crisis management services. The company was founded in 1971 and is headquartered in Muscat, Oman.

Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania.

Georgia Banking Co., Inc. engages in the provision of financial services. It offers banking, lending, homeowners and auto insurance, traditional annuity, and insurance products. The company was founded in 1998 and is headquartered in Atlanta, GA.

Family Service League, Inc. provides social services. Its services include addiction services, children and youth programs, children with autism, early childhood, family mental health and counseling, family support, housing and homeless services, integrated health care, senior services, technology and employment, trauma and crisis counseling and veterans assistance. The company was founded in 1926 and is headquartered in Huntington, NY.

PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles.

Bannockburn Global Forex LLC provides currency payment and advisory services. It trades in currency pairs, offers a variety of foreign exchange products includes spot contracts, forwards, swaps, and non-deliverable forwards. The company was founded in 2009 and is headquartered in Cincinnati, OH.

Parentgiving, Inc. engages in play ecommerce businesses. It sells home care products, incontinence supplies and medical supplies. The company was founded by Lynn Altman, Robert H. Silver and David Zoll in 2008 and is headquartered in Montclair, NJ.

The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY.

Dominari Securities LLC (DS) is a dually registered investment advisor and securities broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS typically acts as the introducing broker for transactions effected for clients’ advisory accounts.

Fieldpoint Private Holdings, Inc. operates as a bank holding company whose subsidiaries provide banking services. The company is based in Greenwich, CT and has subsidiaries in the United States. The CEO of the company is Russell H. Holland.

Ajax Partners LLC is a real estate investment and advisory group that focuses on value-add and core+ acquisitions, as well as restructuring advisory services. The private company is based in Lexington, MA. The company also provides debt, mezzanine, and equity capital sourcing for both institutional and entrepreneurial real estate companies.

National Cooperative Bank, NA engages in the provision of banking products and services. It offers personal, and commercial services which includes accounts, loans, retirement, online banking, financial education, and payment information. The firm also serves on Alaska and native; credit unions; energy; food; health care; non-profit; and small business. The company was founded on 1988 and is headquartered in Hillsboro, OH.