John Szabo

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Part of Chatham Delta Parent, Inc., Moore Business Forms Holdings UK Ltd. is a company that provides advertising and marketing services. The company is based in Ascot, UK.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

D+H USA Corp. develops software for financial institutions. Its products and services include deposit and loan origination platform, call-center, mortgage, business intelligence, core processing, customer relationship management, document solutions, item processing, ompliance training, branch automation, check & MICR printing, mortgage lending, and electronic management solutions. It was founded in 2000 and is headquartered in Lake Mary, FL.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

The Ohio Society of CPA's operates as an association for Certified Public Accountants.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Part of SB Financial Group, Inc., The State Bank & Trust Co. is a state-chartered commercial bank based in Defiance, OH. The company's main focus is providing commercial banking services. Mark A. Klein has been the CEO of the company since 2006.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

American Health Lawyers Association is an organization that educates and connects the health law community. The non-profit company is based in Washington. The American company offers dispute resolution services, a member concierge program, and focus on post-acute and long term services, as well as tax and finance. David S. Cade has been the CEO of the company since 2015.

The Sunnybrook Foundation provides health care services. The company was founded in 2004 and is headquartered in Toronto, Canada.

Lloyds Bank Plc provides banking and financial services. It operates through the following segments: Retail and Commercial Banking. The Retail segment offers financial service products, including current accounts, savings, mortgages, motor finance and unsecured consumer lending to personal and small business customers. The Commercial Banking segment provides a range of products and services such as lending, transactional banking, working capital management, risk management and debt capital markets services to SMEs, corporates and financial institutions. The company was founded on June 3,1765 and is headquartered in London, the United Kingdom.

United Way of Greater Toronto provides social community services. The firm offers programs and services for everyone, building connections to help people work together, developing solutions to local issues that affect them and opportunities that improve people’s social and economic futures. The company is headquartered in Toronto, Canada.

ITRenew, Inc. provides information technology (IT) asset disposition, data security and data center decommissioning services. Its services include onsite data erasure and media destruction, IT asset remarketing, IT lifecycle management, and R2 certified e-waste recycling services. The company was founded by Mostafa Aghamiri in 2001 and is headquartered in Newark, CA.

Part of Diebold Nixdorf, Inc., Diebold Nixdorf Holding Germany GmbH functions as an investment holding company. The company is based in Padeborn, Germany. The company was founded in 2017. The CEO is Gerrard B. Schmid.

Information Systems Audit & Control Association, Inc. provides information system and audit control services. The firm offers tools and solutions for all enterprises that use information systems. The company was founded in 1960 and is headquartered in Rolling Meadows, IL.

Dimensions Health Corp. provides healthcare services. It also provides services such as rehabilitation, behavioral health, cardiology, emergency medicine, senior care and pediatrics services. The company was founded in 1982 and is headquartered in Cheverly, MD.

The Garland Co., Inc. manufactures and distributes roofing and flooring solutions for commercial, industrial, and public buildings. Its products include roll goods, metal, coatings, adhesives, air barrier, sealant and accessories, garland flooring, vegetatice, and plaza decks. The firm’s services include roof asset management program, general contracting, engineering, building evaluation, corporate account program, and roof inspection. The company was founded by Jacob B. Wise and Samuel D. Wise in 1895 and is headquartered in Cleveland, OH.

Part of The Garland Co., Inc., The Garland Company UK Ltd. is a company that provides roofing services. The company is based in Bristol, UK. B. Wise. The British company was founded in 1895 by J.