Brad Wilson

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

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).

Schick-Wilkinson Sword, Inc. manufactures and markets shaving products. The company was founded in 1921 and is headquartered in Milford, CT.

Redwood Technology Ventures (Redwood Technology Ventures) is a venture capital subsidiary of Redwood Partners Ltd. founded in 1994 by Michael Flannery. The firm is headquartered in New York.

Meridian Equity Partners, Inc. (MEP) is a registered, agency-only broker/dealer headquartered in New York City. The firm was founded in 2004 by Jon Acquafredda and Columb Lytle. MEP provides best-of-breed strategic solutions to the investment community for Equity, Option and Electronic Execution. The firm is a full-service trading on the NYSE floor and has access to all markets and liquidity pools. Their options desk specializes in accessing liquidity through their counterparty network, and also caters to high frequency and quantitative traders.

Cuttone & Co., Inc. is the broker/dealer subsidiary of DriveWealth Holdings, Inc., which is owned by DriveWealth LLC. The firm was founded in 1984 by Donato A. Cuttone. Headquartered in New York City, Cuttone & Co. provides advanced institutional trading technology and execution services which includes institutional direct market access, custom algorithmic trading strategies, prime brokerage, options execution, and fixed income trading. They provide execution and consulting services to institutional asset managers, hedge funds, family offices, professional traders, and other broker dealers.

Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY.

IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Legato Capital Management LLC (Legato) is a privately held, 100% employee-owned SEC-registered investment advisor and fund of funds manager headquartered in San Francisco, California. The firm was founded by Victor Hymes and Adam Lawlor in 2004. Legato provides its manager-of-managers advisory services to institutional clients, such as public and private pension plans and charitable organizations, through separate account or private investment fund structures.

Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible.

Frontier Capital Management Co. LLC (Frontier) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Guy Scott in 1980 and is a subsidiary of FCMC Holdings LLC, ultimately owned by Affiliated Manager's Group, Inc. (NYSE: AMG). Frontier is an investment manager that specializes in growth and value equity portfolios for institutions.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Salzinger & Co. Inc., provides consulting and strategy services. It develops business plans, analysis of financial strategies and investments, creates strategic alliances and joint ventures. The company was founded by Steve Salzinger in 2007 and is headquartered in Scardale, NY.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Grace Beauty LLC is a beauty distributor that works with both early stage and established beauty and consumer companies. The private company is based in New York, NY and has subsidiaries in the United States. The company also has a venture capital arm, Grace Beauty Capital, which invests in innovative brands and companies.

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

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.

Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection.