Andy Phelps

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Nortel Networks, Inc. provides digital network solutions and services. It offers end-to-end broadband, voice over Internet Protocol, multimedia services and applications, and wireless broadband technology solutions. The company is headquartered in Nashville, TN.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

BAX Global, Inc. provides supply chain management and transportation services for the aerospace, automotive, hi-tech, retail, and health care industries. It provides multi-modal logistics management for business-to-business shippers. The company was founded in 1972 and is headquartered in Irvine, CA.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

Part of Truist Financial Corp., Scott & Stringfellow, Inc. is a company that provides investment banking services. The company is based in Richmond, VA. Scott & Stringfellow was acquired by BB&T Corp. on October 02, 1997.

The Wolf Group provides advertising services. The private company is based in Dallas, TX and has subsidiaries in China.

Argy, Wiltse & Robinson PC provides public accounting services. It offers tax, accounting, and business consulting services. The company is headquartered in McLean, VA.

Leyline Renewable Capital LLC (Leyline Renewable Capital) is a private equity/venture capital firm founded in 2016 by Erik Lensch . The firm is headquartered in Durham, Noth Carolina.

Democracy Data & Communications LLC provides public affair services and solutions. It offers industry technology solutions, communication, membership development and fund raising services. The firm provides strategic consulting, campaign management and technology to clients worldwide. The company was founded by B. R. McConnon III in 1996 and is headquartered in Washington, DC.

Twin County Community Foundation provides healthcare services to residents in Virginia. It offers emergency medicine, obstetrics, rehabilitation, and cardiac care, home health, and hospice services. Twin Country was founded in 1973 and is headquartered in Galax, VA.

Carroll County Chamber of Commerce operates as a non-profit organization. I focuses on economic development. The organization was founded in 1924 and is headquartered in Westminster, MD.

The White Oak Group, Inc. (The White Oak Group) is a private equity firm founded in 2002 by Christopher Melton and Mark Mykityshyn. The firm is headquartered in Atlanta, Georgia.

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.

Enlightenment Capital LLC (Enlightenment Capital) is a private equity firm founded in 2012 by Devin L Talbott and Pierre A Chao. The firm is headquartered in Chevy Chase, Maryland.

Everwatch Corp. provides full-service government solutions. It specializes in advanced defense, intelligence, deployed mission support, and innovations. The company is headquartered in Reston, VA.