David Lemire

Utica First Insurance Co. provides insurance services. The firm offers artisan contractor, auto service station, restaurant and taverns, homeowners and landlord package insurance policies. The company was founded in 1903 and is headquartered in Oriskany, NY.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT.

The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

LG&E & KU Energy LLC provides energy and utility services. It generates electricity from coal, oil and gas, and hydro energy sources. The firm is a diversified energy services company, which is a member of the PPL family of companies. It offers energy and utility services to residential and business customers. The company was founded in 1990 and is headquartered in Louisville, KY.

Ascent Wealth Partners LLC (Ascent) is a registered investment advisor and wealth management firm headquartered in New Hartford, New York. Formerly known as Ascent Management I LLC, the firm was co-founded by Bradley M. Kowalczyk, Scott C. McCartney and Mark Moshier in 2011. They are primarily owned by AWP Holdings LLC. Ascent offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and retirement plans.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

The House of the Good Shepherd provides residential care to children and families. It offers comprehensive human service agency providing treatment to children and their families. The company specializes in foster and respite care, bridges to health and education. The House of the Good Shepherd was founded in 1872 and is headquartered in Utica, NY.

American Youth Soccer Organization, Inc. operates as a nonprofit and the oldest national youth soccer program. It provides soccer program development. The company was founded in 1964 and is headquartered in Torrance, CA.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Centre for Development of Telematics engages in Telecom Technology. It offers optical technologies, switching & Routing solutions, wireless technologies and software applications. The firm’s services include consultancy, training and transfer of technology. The company was founded in August 1984 and is headquartered in New Delhi, India.

Trinsum Group provides financial advisory services. The company has offices in Chicago, London, New York, San Francisco, Singapore, Tokyo, and Zurich. Trinsum is headquartered in New York, NY.