Andy Johnston

Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.

Invicta Growth LLC (Invicta growth) is a venture capital firm founded by Burke brown in 2019. The firm is headquartered in New York, New York.

Clearview Capital LLC (Clearview Capital) is a private equity firm founded in 1999 by James Andersen, Pete Doolittle and Calvin Neider. The firm is headquartered in Stamford, Connecticut.

Access International Education Ltd. engages in the provision of educational services. It offers senior secondary school programs, post-secondary school certificate, diploma courses, and language courses. The company was founded on August 25, 1967 and is headquartered in Calgary, Canada.

DecisionPoint International LLC provides investment banking services. The private company is based in Charlotte, NC.

Virgo Associates LLC (Virgo Associates) is a private equity firm founded in 2005 by Hemanth Parasuram and Guhan Swaminathan. The firm is headquartered in Austin, Texas.

North Carolina Association of Certified Public Accountants, Inc. provides financial services. It offers curriculum for professional education, student recruitment efforts, financial literacy, and the annual CPA day of service.

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.

CFO Roundtable provides job opportunities for financial executives. The company was founded by Kevin Mitchell in January 2004 and is headquartered in Atlanta, GA.

The YMCA of Greater Charlotte operates as a community service organization. It serves all people, regardless of their ability to pay, with programs that develop the spirit, mind, and body. It provides traditional daycare, an after school enrichment program, and day camp activities. It also offers programs designed to develop the spirit, mind and body through cardiovascular and muscular activity. The company was founded in November 1874 and is headquartered in Charlotte, NC.

Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.

Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.