Chelsea Owens

Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000.

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

Lightbeam Health Solutions, Inc. provides health management data hosting and consultation services. It services include organizational consulting, workflow optimization, plan and care management. The company was founded in 2012 and is headquartered in Irving, TX.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Ray Graham Association provides a range of services including residential, life skills, employment, recreational and family support services. The non-profit company is based in Lisle, IL.

Vivify Health, Inc. engages in the provision of cloud based platform that manages patients in a post-acute setting. Its solutions include care transition; chronic care management; chronic disease; consumer engagement; continual care; and government reimbursement. The company was founded by Eric L. Rock in 2009 and is headquartered in Plano, TX.

Conversio Health LLC provides integrated care management services focused on treating patients with complex, chronic respiratory conditions. Its services include care coordination, medication adherence, diabetic testing and other medical supplies services. The company was founded in 2012 and is headquartered in The Woodlands, TX.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

MedEvolve LLC provides practice management and electronic health records software solutions. Its software support includes webinars for initial training, customized on-site implementation assistance, on-site support during go-live, responsive help desk advice, and custom training delivered either on-site or via internet. The company was founded by William F. Hefley Jr. in 1998 and is headquartered in Little Rock, AR.

Cordata Healthcare Innovations LLC provides healthcare technology solutions. It offers spine and oncology solutions. The firm also offers nurse navigation, spine center, breast center, oncology, neurosurgery, orthopedic surgery, software development services. The company was founded by Gary M. Winzenread in 2014 and is headquartered in Cincinnati, OH.

First Health Capital Partners LLC is a venture capital firm. The private company is based in Elmhurst, IL. The company was founded by Jonathan R. Phillips.

PatientBond LLC provides next generation patient and member engagement solutions. It clients include hospitals, health systems, urgent care, physical therapy, health insurance, coaches and employers. The company was founded in 2011 and is headquartered in Elmhurst, IL.

Isommune LLC engages in commercial physical research. The company is headquartered in Avila Beach, CA.

Rush University Medical Center engages in the provision of health care services. The company was founded in 1972 and is headquartered in Chicago, IL.

First Trust Capital Partners LLC (First Trust Capital Partners) is a private equity/venture capital firm founded in 2006. The firm is headquartered in Wheaton, Illinois.

Wellvana San Antonio LLC creates a clinically integrated network that includes collaborating independent physicians. It provides professional services, infrastructure, technology tools and other resources to enhance management of participating clinical practices. The company was founded by Charlie Martin, Saleh Jaafar, Devin C. Carty, Michael Platek and Jairo Melo in 2018 and is headquartered in Nashville, TX.

Lincor, Inc. provides health solutions services. The company was founded by Dan Byrne and Enda Murphy and is headquartered in Brentwood, TN.

Infectious Disease Connect, Inc. engages in the provision of telemedicine services to hospitals. It offers IL?M Insight which provides virtual stewardship and tele-infection prevention and control. The company was founded by Rima Abdel-Massih and John Mellors in 2013 and is headquartered in Pittsburgh, PA.

Upfront Healthcare Services, Inc. develops and offers technology enabled tools and services for the healthcare industries. The firm specializes in visit value analytics and healthcare visit optimization. The company was founded in 2015 by Ben Albert and Carrie Kozlowski and is headquartered Chicago, IL.

TeraMedica, Inc. operates as a medical informatics company. It offers digital x-ray systems, to the Synapse brand of PACS, RIS and cardiovascular products, to advanced women’s health imaging systems. The company was founded in 2001 and is headquartered in Milwaukee, WI.

First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL.

The Charger Corp. operates as an investment holding company. The company is headquartered in Wheaton, IL.