Bob M. Belke

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

Keane UPRR LLC engages in the provision of unclaimed property reporting and compliance services. It offers unclaimed property reporting, owner location and retention, and consulting solutions. The company was founded in 1949 and headquartered in New York, NY.

Part of Lovell Minnick Holdings LLC, Consolidated Information Services Solutions LLC is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. The company is based in Broomall, PA. The company has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Consolidated Information Services Solutions prides itself on the best technology, solutions, and service in the industry. The CEO of the company is Jerry Haftmann.

Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

J.S. Held LLC engages in the provision of property damage and construction consulting services. It offers construction, environmental health and safety, equipment, forensic architecture and engineering services, water and fire restoration, and forensic accounting and economics. The company was founded by Jerome S. Held in 1974 and is headquartered Jericho, NY.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.

PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.