Erika Taylor

BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

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.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Founded in 1979, GMS Group LLC is a broker/dealer located in Livingston, New Jersey. The firm specializes in tax-free municipal bonds. They provide a full range of investment products and services to meet the investment needs and objectives of high net-worth individuals, corporations, not-for-profit organizations, states, local governments, banks, and insurance companies, among others.

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

EnTrust Global is a fund-of-hedge funds manager headquartered in New York City. Formerly known as EnTrustPermal Asset Management LLC, the firm was formed when the business of EnTrust Capital LLC was combined with that of the Permal Group, a Legg Mason subsidiary and global alternative asset manager that was established in 1973 and acquired by Legg Mason in 2005. They are owned by EnTrust Permal LLC, ultimately held by Franklin Resources, Inc. (NYSE: BEN). EnTrust Global provides investment management services to high net-worth individuals, corporations, sovereign wealth funds, public pension plans and pooled investment vehicles, through separately managed accounts and private investment funds.

Viant Group LLC provides investment and financial advisory services. It offers mergers and acquisitions, raising capital, valuation and advisory, and viant green capital. The company was founded by Scott Smith in 1998 and is headquartered in San Francisco, CA.

Flywheel Ventures LLC (Flywheel Ventures) is a venture capital firm founded in 1999 by Trevor Loy. The firm is headquartered in Santa Fe, New Mexico.

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

Steel Peak Wealth Management LLC (SteelPeak) is an independent, SEC-registered investment advisor headquartered in Woodland Hills, California. The firm was founded by Reza Zamani and MaZ Esmailbeigi in 2012. SteelPeak offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Marelli Europe SpA engages in the design and production of systems and components for the automotive industry. It operates through the following business areas: Electronic Systems, Automotive Lighting, Powertrain, Suspension Systems, Exhaust Systems, Motorsport, Plastic Components and Modules, and After Market Parts and Services. The company was founded on October 8, 1919 and is headquartered in Milan, Italy.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

Part of NatWest Group Plc, Royal Bank of Scotland (New York Branch) is a commercial banking services provider. The company is based in New York, NY.

Energy Impact Partners LLC (Energy Impact Partners) is a private equity firm founded in 2014 by Steven Hellman. The firm is headquartered in New York.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies

Los Alamos National Laboratory operates as a multidisciplinary institution. It offers services in science, engineering, earth science, chemistry, mathematics, physics, and space science. The company was founded in 1943 and is headquartered in Los Alamos, NM.

Christus St Vincent Regional Medical Center operates as a general hospital. Its services include brain & spine care, cardiac rehab, dermatology, diabetes care, orthopedics, pharmacy, and health & fitness center. The company was founded in 1865 and is headquartered in Santa Fe, NM.