Adrienne Hamilton

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

Hudson Advisors LP provided full-service commercial mortgage services. The company is headquartered in Dallas, TX.

Aspire Bariatrics, Inc. provides a minimally-invasive and reversible weight loss solution. The firm operates as a medical device company which engages in the treatment of obesity with its non-surgical weight loss system, the AspireAssist. The company was founded by Samuel Klein, Moshe Shik and Stephen B. Solomon in 2005 and is headquartered in King of Prussia, PA.

CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA.

S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Brooklyn Nets operates as a professional basketball franchise. It is one of the NBA Franchises and member of the American Basketball Association. The firm belongs to the Atlantic Division of the Eastern Conference in the National Basketball Association. The company was founded in 1967 and is headquartered in Brooklyn, NY.

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.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Grosvenor Investment Management US, Inc. Provides real estate investment management and advisory services. The company which undertakes investment, development and asset management of real estate assets, as well as managing equity on behalf of third party investors. The company is located in Philadelphia, PA.

PHA Finance provides accounting services. The company is headquartered in Plymouth Meeting, PA.

Mitsubishi UFJ Trust & Banking Corp. (U.S.A.) Operates as a bank holding company. The company was founded in 1986 and is headquartered in New York, NY.

Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter.

Smart Devine Advisors, P.C. provides accounting, bookkeeping and auditing services. It also offers tax and investigative forensic services. The company was founded in 1983 and is headquartered in Philadelphia, PA.

Alliance of Merger & Acquisition Advisors, Inc. provides merger and acquisition advisory services. It offers seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory and other transaction services. The company was founded by Michael Nall in 1998 and is headquartered in Chicago, IL.

Baker Tilly US LLP engages in the provision of accounting and financial advisory services. It offers assurance, consulting, and risk advisory services. The company was founded in 1931 and is headquartered in Chicago, IL.

Founded in 1981, CMS Real Estate is the real estate investment arm of CMS Cos. (Real Estate), a private equity firm that was formed in 1969 and is headquartered in Wynnewood, Pennsylvania.

High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors.

Part of Societal CDMO, Inc., Societal CDMO Gainesville LLC is a company that manufactures pharmaceutical products. The company is based in Gainesville, MA.

Dorsey Asset Management LLC (DAM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Patrick “Pat” Dorsey in 2013 and is owned by Wheat Thin LLC. DAM provides investment advisory services to individuals, high-net-worth individuals, charitable organizations and institutions. They also serve as the investment manager to certain private fund(s).

Merion Locust Grove LP provides property services. The company was founded in 2018 and is headquartered in Wynnewood, PA.

Alternative Medical Enterprises LLC produces safe, reliable and effective cannabis based therapies with pharmaceutical industry. It offers medical cannabis products. The company was founded by Richard Michael Smullen in 2014 and is headquartered in Sarasota, FL.

Merion Groton LP invests in agriculture banking and financial services. The company was founded in 2018 and is headquartered in Wynnewood, PA.

Merion Groton Capital Partner LP provides investment services. The company is headquartered in Wynnewood, PA.