Adam T. Rogers

Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions.

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.

Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA.

The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA.

PTC 450 Ltd. engages in the provision of investment services. The company is headquartered in Radnor, PA.

GameChanger Media, Inc. provides scorekeeping, statistics management and live streaming play-by-play updates. The company was founded by Edward M. Sullivan and Kiril Savino in 2008 and is headquartered in New York, NY.

Goldman Sachs Bank USA operates as state chartered commercial bank. The provides banking products and services. It offers corporate loans comprising term loans, revolving lines of credit, letter of credit facilities, and bridge loans and corporate debt securities. The firm provides loans to private wealth management clients, loans backed by commercial real estate consisting of loans secured by hotels, retail stores, multifamily housing complexes, and commercial and industrial properties. The company is headquartered in New York, NY.

Montgomery McCracken Walker & Rhoads LLP is an American company that takes a multidisciplinary approach to their work. The private company's location is not specified in the provided information. The company prioritizes diversity, equity, and inclusion and have received Mansfield certification.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Stevens & Lee PC provides legal services. The firm represents clients in a variety of industries including financial services, health care, manufacturing, life sciences, technology, and retail sales. Its services include bankruptcy and financial restructuring, corporate finance and capital markets, energy, communication and public utility and employee benefit and executive compensation. The company was founded in 1928 and is headquartered in Reading, PA.

Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis.

Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors.

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.

Aramco Overseas Co. BV operates as state-owned oil company. The firm's services include research and technology, engineering, procurement, local content, contracting, quality management, logistics, staffing services, and professional development unit. The company was founded in 1948 and is headquartered in The Hague, the Netherlands.

Blackstone Corporate Private Equity (Blackstone Corporate) is a private equity division of The Blackstone Group Inc founded in 1985 by Stephen Allen Schwarzman. The firm is headquartered in New York.

PPB Advisors LLC provides investment advice.

Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania.

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.

LOM Asset Management Ltd. (LOM AM) is an asset management firm headquartered in Hamilton, Bermuda. The firm is a subsidiary of LOM Financial Ltd. (BSX: LOM). LOM AM provides investment solutions to high net-worth individuals and institutional clients across the globe.

Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.

Meakem Becker Venture Capital LLC (MBVC) is a venture capital firm founded in 2002 by David J. Becker and Glen T. Meakem. The firm is headquartered in Sewickley, Pennsylvania.

Innovation Works, Inc. (Innovation Works) is a venture capital firm subsidiary of Ben Franklin Technology Partners founded in 1988. The firm is headquartered in Pittsburgh, PA.