Heather S. McCormick

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients.

Founded by Chris Shumway in 2002, SCP III LP, dba Shumway Capital Investments, is a family office and growth equity investment firm located in Greenwich, Connecticut.

Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities.

Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.

The New York Football Giants, Inc. provides professional football team belonging in the Eastern Division of the National Football Conference of the National Football League. It focuses on football operations, scouting, stadium and game operations, brand development, broadcasting and marketing partnerships. The company was founded by Tim Mara in 1925 and is headquartered in East Rutherford, NJ.

Thor Equities LLC invests as a principal in retail, office, hotel and mixed-use properties. The firm invests in & around metropolitan areas throughout the United States and manages the properties. The company comprises of two divisions, which are Thor Properties, specializing in trophy commercial real estate in urban settings and Thor Urban Development, focusing on retail real estate in urban ethnic markets. The company was founded by Joseph J. Sitt in 1986 and is headquartered in New York, NY

Advance Realty Group LLC provides commercial real estate, development, investment and management solutions. The company was founded by Peter J. Cocoziello in 1979 and is headquartered in Bridgewater, NJ.

Edison Properties LLC owns and operates commercial and residential real estate. The company is headquartered in Newark, NJ.

Alamo Angels (Alamo Angels) is a venture capital firm founded in 2016 by Amit Mehta and Michael Girdley. The firm is headquartered in San Antonio, Texas.

Shumway Capital Management LLC (Shumway Capital) is a private equity and venture capital firm founded in 2001 by Chris Shumway. The firm is headquartered in Greenwich, Connecticut.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

EOS Management LLC (EOS Management) is a private equity firm founded in 1993 by Steven Friedman. The firm is headquartered in New York.

Price for Profit LLC engages in the provision of business and price management consulting services. It offers manufacturers and distributors with data-driven solutions that encompass customized change management, metrics, controls, data integration, and training support. The company was founded by Ryan White in 2006 and is headquartered in Beachwood, OH.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Riverwalk Capital LLC (Riverwalk Capital) is a venture capital firm founded in 2007 by Michael Girdley. The firm is headquartered in San Antonio, Texas.

Alamo Fireworks, Inc. is a private company that distributes consumer-grade fireworks. The company is based in San Antonio, TX. The company is the largest distributor of these types of fireworks with over 160 stores.

RealCo Accelerator Manager LLC (RealCo) is a venture capital firm founded in 2017. The firm is headquartered in San Antonio, Texas.

SeriesX.net, Inc. develops secure web-based platform. Its platform produces a holistic view of current and former employees, interns, advisors, temps, contractors, and vendors. The company was founded by Dave Hendricks and William Baxter in February 2017 and is headquartered in Austin, TX.

Jungle Disk LLC develops and provides data threat protection cloud solutions services. Its products include encrypted backups, email archiving network protection and jungle disk pricing. The company was founded by Dave Wright and is headquartered in San Antonio, TX.

Dura Holdings LLC acquires and operates hyper-niche software products. The firm provides an administration software service which includes Moki, Nordic IT, 6Connex and Lane. The company was founded by Christopher Burney and Paul Salisbury in 2018 and is headquartered in San Antoino, TX.

CyberFortress Insurance Services US LLC engages in the provision of cyber insurance services. It is designed for designed for e-commerce businesses and virtual storefronts. The company was founded by Huw Edwards and Michael DeFelice in January 2018 and is headquartered in San Antonio, TX.

Codeup LLC offers 20-week accelerator programs to launch career as a computer programmer or a data scientist. The company was founded by Michael Girdley, Chris Turner, and Jason Straughan in November 2013 and is headquartered in San Antonio, TX.

Dry Line Partners LLC (Dry Line Partners) is a private equity firm founded in 2020 by Michael Girdley. The firm is headquartered in Austin, Texas.

Part of Brevity Coffee Co Franchising LLC, Red Runner Coffee, Inc. operates coffee shops. The company is based in San Antonio, TX. The company was founded by Michael Girdley. The CEO is Evan Smith. Red Runner Coffee was acquired by Brevity Coffee Co Franchising LLC on May 03, 2023.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).