Mike Morsell

Gladstone Associates LLC provides business and transaction advisory services. Its services include strategic business planning, succession planning, buy-side and sell-side advisory, mergers and valuation services. The firm’s clients include wealth managers, asset managers, broker-dealers, and banks and trust companies. The company was founded by Daniel A. Kreuter and Paul T. Lally in 2006 and is headquartered in Plymouth Meeting, PA.

Truelytics, Inc. operates as business intelligence platform for financial advisors. The company was founded by Terrence Mullen and Jeremi Karnell and is headquartered in Wellesley, MA.

Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY.

Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA.

Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates.

Gladstone Group, Inc. engages in commercial real estate. The private company is based in Plymouth Meeting, PA. The company was founded by Daniel A. Kreuter.