Stephen Joseph O'Keefe

Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.

Visual Numerics, Inc. provides technical software solutions including numerical and visual data analysis. The company provides solutions to the aerospace, defense, education, manufacturing, automotive, pharmaceutical, and telecommunications markets. Its customers include Coleman Research, Sandia National Laboratories, Global Advisors, Johnson Controls, DuPont, and Teradata. The company was founded by Charles W. Johnson in 1970 and is headquartered in Houston, TX.