Matthew LuBien

Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

Affiliated Wealth Partners Holdings LLC engages in the provision of consumer finance services. The company was founded in 2015 and is headquartered in Scottsdale, AZ.

Skopos Financial LLC provides auto finance contracts to dealers. It specializes in purchasing and servicing of auto finance contracts from franchised dealers. The company was founded in 2012 and is headquartered in Irving, TX.

McLarens LLC provides claims adjusting services. The firm specializes in the areas of property, aviation, casualty, technical services, marine and transit, crime and specie, agriculture, claims management, and audit. It manages property claims, such as hospitality, real estate, manufacturing, healthcare, technology, general commercial property, and global and regional accounts; and property loss management program that include loss valuation and mitigation, business interruption assistance, international resolution and integrated subrogation support. The company was founded in 1931 and is headquartered in Peachtree Corners, GA.

The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA.

Part of Pie Insurance Services, Inc., American Sentinel Insurance Co. (Pennsylvania) is a company that provides casualty insurance services. The company is based in Harrisburg, PA. American Sentinel Insurance Co. (Pennsylvania was acquired by Pie Insurance Services, Inc. from LD Investments LLC on December 31, 2020. The CEO of the company is William Joseph Wollyung.

Therapy Partner Solutions Holdings LLC is a parent organization for five companies in the therapy industry. The company is based in Fernandina Beach, FL. The company's services include optimizing operations, finance, staffing, recruiting, compliance, and billing. The company employ over 600 professionals and service clients and partners across the continuum of care. The outpatient clinic partnership model developed by Therapy Partner Solutions allows clinic owners to share in the ongoing value created as their practice grows, while also participating in the expansion of their clinic footprint. The CEO of the company is Steve Chenoweth.

ARROWHEAD General Insurance Agency, Inc. provides insurance services. It offers its products to commercial auto, commercial marine, workers' compensation, dwelling fire, high performance boats, homeowners, residential earthquake, manufactured housing, railroad, architects and engineers liability. The company was founded in 1983 and is headquartered in San Diego, CA.

The University of Oregon Foundation, a foundation manager and division of the University of Oregon (UO), is headquartered in Eugene, Oregon. The foundation, which was founded in 1922, is a non-profit corporation that administers private gifts made to further the university's mission. Although the Foundation is a separate entity from UO, their sole reason for existence is to partner with the University and serve in their donors' best interests.

Seaview Insurance Co. engages in the provision of fire, marine and casualty insurance services. The company is headquartered in Carlsbad, CA.

Tower Group, Inc. provides property and casualty insurance products. The firm also provides business insurance, home insurance, and auto insurance services. It offers worker's compensation claim services. The company was founded in 1990 and is headquartered in New York, NY.

Guy Carpenter & Co. LLC provides reinsurance services. Its services include accident and health, agriculture, environmental, general casualty, investment banking, life and annuity, marine and energy, property, and workers compensation. The company was founded in 1921 by Guy Carpenter and is headquartered in New York, NY.

Simplicity Financial Marketing Holdings, Inc. engages in financial products and consulting services. Through its subsidiaries, it provides annuity, life insurance, investment, and retirement solutions to independent insurance professionals, financial advisors, and corresponding clients. The company is headquartered in Summit, NJ.

Collins & Co., Inc. engages in the provision of risk management and multi line adjusting services. The company was founded by Cecil Collins and O. M. Collins in 1969 and is headquartered in Chattanooga, TN.

Part of K2 Insurance Services LLC, Aegis Security, Inc. is a company that provides property & casualty insurance services. The company is based in Harrisburg, PA. Aegis Security was acquired by K2 Insurance Services LLC on April 22, 2013. The CEO of the company is Robert James Kimmel.

Aegis Security Insurance Co. provides property and casualty insurance and surety services. The firm provides coverage for mobile homeowners and low-value dwellings principally located in rural areas. It also provides coverage for travel trailers and motorcycles as well as non-contract surety, construction and supply bonds and health and accident insurance. The company was founded in 1977 and is headquartered in Harrisburg, PA.

Aegis Security Insurance Co. (Investment Portfolio) (Aegis Security-IP) is the investment portfolio division of Aegis Security Insurance Co., an insurance company headquartered in Harrisburg, Pennsylvania. The firm was founded in 1977 to provide Property and Casualty insurance, Surety and Accident and Health insurance. They distribute their products through a nationwide network of independent agencies. Aegis Security-IP manages the insurance company portfolio.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

CellTech Metals, Inc. operates as a sandwich metal technology firm. It develops lightweight metal solutions. Its technology includes innovation-manufacturing and panel assembly, panel customization, and panel materials. The company was founded by Doug Cox in 2005 and is headquartered in Searcy, AR.

Part of K2 Insurance Services LLC, Columbia Pacific Finance LLC is a privately held premium finance company that provides billing solutions for insurance agencies, general agents, and insurance companies with agency billed premiums. The company is based in Missoula, MT. The company offers short-term loans for businesses and individuals to obtain the proper insurance coverages while freeing up their capital. Columbia Pacific Finance works closely with distribution partners to ensure a seamless premium finance experience for all parties involved, utilizing cutting-edge technology and providing unmatched customer service. Columbia Pacific Finance was acquired by K2 Insurance Services LLC on March 15, 2021.

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.

Aon Benfield, Inc. provides insurance brokerage and risk management services. The company was incorporated on August 25, 1988 and is headquartered in Chicago, IL.

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients.

Ceská sporitelna as provides banking services. The firm’s products include accounts and cards, loans, mortgage and equity loans, investing and insurance. It operates through the following segments: Retail Banking, Corporate Clients, Real Estate, Asset & Liability Management, Large Corporate Clients and Group Markets. The company was founded on February 12, 1825 and is headquartered in Prague, Czech Republic.

North American Co. for Life & Health Insurance engages in the provision of quality insurance products to consumers throughout the U.S. It offers a comprehensive portfolio of term, universal life, and indexed universal life insurance products. It also offers a wide variety of traditional fixed and fixed index annuities and consistently ranks among the top fixed index annuity carrier in the U.S. The company was founded in 1886 and is headquartered in Chicago, IL.

DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo.

Permanent General Assurance Corp. provides nonstandard automobile insurance. It sells non-standard, specialty, auto insurance to high risk drivers. The company offers insurance through independent agents in California, Florida, Georgia, Ohio, South Carolina and Wisconsin. Permanent General Assurance was founded in 1967 by Edward M. Brown and is headquartered in Nashville, TN.

The Committee for Hispanic Children & Families, Inc. engages in combines education and advocacy to expand opportunities for children and families of Latino community. Its services are early care and education institute and youth development. The company was founded in 1982 and is headquartered in New York, NY.

Part of Capital Z Partners Management LLC, Capital Z Partners LP is a general partner. The company is based in New York, NY.