Mark Jarecki

FIL Ltd. provides investment advisory and financial management services. It offers class investment solutions and retirement expertise to institutions, individuals and advisers. The firm serves retail clients and intermediaries such as banks, financial advisers, and insurance companies. The company was founded by Edward C. Johnson III in 1969 and is headquartered in Pembroke, Bermuda..

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Chemung Canal Trust Co. is a commercial and consumer banking and trust services firm located in Elmira, NY. The firm is a subsidiary of Chemung Financial Corp. (OTC BB: CHMG). Chemung Canal Trust Co. has offered trust and investment services since 1903. They provide services to individuals and institutions including colleges, museums, foundations and other charitable organizations.

HSBC Bank Bermuda Ltd. provides commercial and institutional banking services. It offers fund administration, trust, custody, asset management, and banking services to institutions and individuals. The Bank of Bermuda operates offshore centers in Bahrain, Cayman Islands, Cook Islands, Dublin, Guernsey, Hong Kong, Isle of Man, Japan, Jersey, London, Luxembourg, New York, New Zealand, Singapore, South Africa, and Switzerland. The company was founded in 1889 and is headquartered in Hamilton, Bermuda.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

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.

Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.

HSBC Bank Plc provides commercial banking and financial services. It operates in four businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. The Retail Banking and Wealth Management business offers personal banking, mortgages, loans, credit cards, savings and investments and insurance services. The Commercial Banking business offers financial products and services to enable them to operate efficiently and meet their business aspirations. The Global Banking and Markets business offers capital financing, transaction and advisory banking services, trade, research, securities services and global liquidity and cash management. The Global Private Banking business offers investment management, incorporating advisory, discretionary and brokerage, private wealth solutions, comprising trusts and estate planning services. The company was founded in 1865 and is headquartered in London, the United Kingdom.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Cohen & Co. provides accounting services. The firm offers services in the areas of investment industry, private company, and management advisory. Its services include collective investment trust, enterprise tax solutions, ownership succession, management consulting, and business valuation. The company was founded by Ron Cohen in 1977 and is headquartered in Cleveland, OH.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Part of Citigroup, Inc., Hemisphere Management Ltd. is a Bermudian company that provides company management services. The company is based in Hamilton, Bermuda. The company was founded by Christopher Wetherhill. Hemisphere Management was acquired by The BISYS Group, Inc. from Mutual Risk Management Ltd. on March 22, 2002 for $130 million.

Endurance Specialty Insurance Ltd. provides insurance services. It offers property per risk treaty, casualty treaty, property and casualty individual risks, and property catastrophe reinsurance services. The company is headquartered in Pembroke, Bermuda.

The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY.

Ernst & Young (Bermuda) provides accounting services. The company is headquartered in Hamilton, Bermuda.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers (Bermuda) is a professional services firm. The company is based in Hamilton, Bermuda.

YMCA of Greater Rochester provides social services. It seeks to place Christian principles into practice through its programs for the community to build a healthy spirit, mind and body for all. The company was founded in 1854 and is headquartered in Rochester, NY.

Maryland Technology Development Corp (Maryland Technology Development) is a venture capital firm founded in 1998. The firm is headquartered in Columbia, Maryland.

Basys LLC provides benefits and claims administration solutions. It offers billing and eligibility, claims and pension software products. The company was founded in 1977 and is headquartered in Baltimore, MD.

Nephila Holdings Ltd. provides investment services. The company is headquartered in Hamilton, Bermuda.

Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Velocity Risk Underwriters LLC provides insurance services. The firm offerings include residential and commercial property insurance programs. The company is headquartered in Nashville, TN.