Timothy B. Walker

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

CSG Systems, Inc. provides business support solutions. The company is headquartered in Omaha, NE.

Duxbury Financial LLC provides financial services. The company is headquartered in Duxbury, MA.

Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Part of BAE Systems Plc, Fairchild Camera & Instrument, Inc. manufactures photographic equipment. The company is based in Hicksville, NY.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations.

TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA.

ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO.

Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA.

Kanaly Holdings LLC operates as holding company which provides wealth management and financial planning services. The company is headquartered in Houston, TX.

Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA.

ISONAS, Inc. designs, develops, and manufactures radio frequency identification related equipment. The firm offers pure Internet Protocol (IP) reader-controller keypad, pure IP reader-controller wallmount, pure IP reader-controller mullion, enrollment reader, demo unit, IP bridge, and pure IP cables. The company was founded in 1999 and is headquartered in Boulder, CO.

Memorex Corp. provides information technology solutions. The private company is based in Norfolk, VA.

HRI Properties LLC engages in real estate development and services. Its operates hotels and apartments across different states. The company was founded by Edward B. Boethner and Pres Kabacoff in 1982 and is headquartered in New Orleans, LA.

Kirusa, Inc. provides mobile social media and value added services. It offers voice messaging, instavoice, social media, infotainment, delivery model and enterprise solutions. The company was founded by Louis C. Golm, Barinderpal Singh Mumick and Inderpal Singh Mumick in 2001 and is headquartered in New Providence, NJ.

Alerion Capital Group LLC (Alerion Capital Group) is an private equity firm founded by James A. Unruh in 1999. The firm is headquartered in Scottsdale, Arizona.

Qwest Communications International, Inc. engages in the provision of broadband Internet-based data, voice, and image communications services. The company was founded in 1996 and is headquartered in Denver, CO.

Apex Microtechnology, Inc. designs and manufactures power analog monolithic, hybrid and open frame components. It offers power control of current, voltage and speed for applications in the defense and aerospace, medical and semi-cap markets. The firm's products include power operational amplifiers, pulse width modulation amplifiers and voltage references. The company was founded by William W. Olschewski in 1980 and is headquartered in Tucson, AZ.

The Franklin Institute is a non-profit organization that provides science and technology learning services. The company was founded by Samuel Vaughan Merrick and William H. Keating in Feb 5, 1984 and is headquartered in Philadelphia, PA.

Worldlink Integration Group, Inc. provides technology deployment solutions to retail and enterprise industries. Its services include professional, on-site and support services. The firm’s solutions include in computing devices, digital signage, kiosks, network devices, security systems, and wireless communications. The company was founded by John Fecteau in 2001 and is headquartered in Lake Forest, CA.

Part of Prudential Financial, Inc., The Prudential Foundation is a community investment arm that aims to secure the future of communities by enhancing education, health, and safety. The company is based in Newark, NJ. Prudence Foundation initiatives and programs make a fundamental difference to Asian and African communities, addressing key issues in education, health, and safety. The Safe Steps First Aid program aims to give communities the skills they need to save lives, while the Safe Steps Natural Disasters program provides people with educational messages on how to prepare for natural disasters. The Safe Steps Road Safety program aims to raise awareness and provide life-saving educational messages on road safety. Since 2011, Prudence Foundation has been working to make communities safer, more secure, and more resilient.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

The Prudential Variable Contract Real Property Account operates as a real estate investment trust company. It provides a real estate investment option offered in connection with the funding benefits under variable life insurance and variable annuity contracts. The firm's real estate investments are direct ownership interests in income producing real estate, such as office buildings, shopping centres, hotels, apartments and industrial properties. The company was founded on November 20, 1986 and is headquartered in Newark, NJ.

Alerion, Inc. provides flight management and family office advisory services. It arranges private jet travel on selected direct air carriers and also provides concierge services, as wellas manage complete aviation assets. The company has offices in Fairfield, Connecticut, White Plains, New York, San Francisco, California, West Palm, and Beach, Florida. Alerion was founded by Mark Reichin and is headquartered in White Plains, NY.