James Michael Romanelli

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

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Birinyi Associates, Inc. is an independent stock research and money management firm headquartered in Westport, Connecticut. It was founded by Laszlo Birinyi, Jr. in 1989. The firm manages investment accounts for high net-worth individuals.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

White Mountains Advisors LLC (WMA) is an investment adviser headquartered in Guilford, Connecticut. The firm was founded in 2003 and they are a wholly-owned subsidiary of Guilford Holdings, Inc., ultimately owned by White Mountains Insurance Group Ltd. (NYSE:WTM). WMA manages investments for the insurance company subsidiaries and affiliates of White Mountains Insurance Group. The firm also manages investments for various holding company and other non-insurance company subsidiaries and affiliates of White Mountains Insurance Group.

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.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s).

Saint Martin de Porres High School is a Catholic coeducational high school located in the St. Clair-Superior neighborhood of Cleveland, Ohio. It provides preparatory curriculum focusing on the development of the habits of mind and spirit. The company was founded in 2003 and si headquartered in Cleveland, OH.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

PJM Interconnection LLC monitors and coordinates the movement of wholesale electricity. The company was founded in 1927 and is headquartered in Audubon, PA.

Part of Barclays PLC, Barclaycard USA is a financial services company that offers credit cards, savings accounts, CDs, and personal loans. The company is based in Wilmington, DE. The text from the 'description' provides instructions for updating a browser and promotes a limited-time offer of earning bonus points after spending a certain amount on purchases.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Argosy Private Equity (Argosy Private Equity) is a private equity subsidiary of Argosy Capital Group LLC (PA) founded in 1990 by Kirk B. Griswold and John P. Kirwin. The firm is headquartered in Wayne, Pennsylvania.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Oxford Square Management LLC (Oxford Square) is a private equity firm founded in 2003. The firm is headquartered in Greenwich, Connecticut.

TIG Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Carl Tiedemann, III in 2006 and is wholly-owned by TIG Trinity Management LLC. TIG Advisors provides discretionary investment advisory services to clients who consists of pooled investment vehicles intended for institutional investors and other sophisticated investors and separately managed accounts.

PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Carbicrete, Inc. is a Canadian Montreal-based carbon removal technology company that produces cement-free, carbon-negative concrete using industrial by-products and captured carbon dioxide. The company is based in Lachine, Canada. The company's patented process abates/ removes 150 kg of CO2 for every ton of concrete produced. Carbicrete concrete offers the same or better quality and performance as traditional concrete, but with a carbon-negative footprint. The company was founded by Chris Stern and Mehrdad Mahoutian, and Chris Stern has been the CEO since incorporation.

FS Investors (FS I) is a private equity/venture capital firm founded in 2011 by Mike Stone. The firm is headquartered in La Jolla, California.

ATL Advisor LP (ATL Advisor) is a private equity firm founded in 2014 by Frank V. Nash and Paul Teske. The firm is headquartered in New York.

Baystate Financial Services LLC offers financial products and services. It provides individualized and comprehensive financial planning as well as risk management and investment products. The firm's products and services include annuities, financial planning, life insurance, survivorship life insurance, variable universal life insurance, disability income insurance, and estate planning. The company was founded 1901 and is headquartered in Boston, MA.

OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

MCB Real Estate LLC provides real estate investment services. The private company is based in Baltimore, MD and has subsidiaries in the United States. The company was founded by Peter M. Pinkard.

Part of Berkshire Hills Bancorp, Inc., Metro Commercial Real Estate, Inc. is a national, full-service, retail real estate advisory company based in PA. The American company provides tenant, landlord, property management, investment, and development services for the retail and commercial real estate industries. Metro Commercial Real Estate, Inc. was founded by Daniel J. Hughes and Tom Londres has been the CEO of the company since June 26, 2017.

Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC.

kSARIA Corp. manufactures and installs fiber-optic cables, connectors, and cable assemblies. It offers shipboard, aerospace, tactical, RF and microwave assemblies, expanded beam fiber optic cable assemblies, electro-mechanical manufacturing, electrical cable assemblies and harnesses, and fiber optic kits and supplies. The firm also offers field, cable, research and development design services. The company was founded by Andre Sharon in 2000 and is headquartered in Methuen, MA.

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.