Jack Phillips

Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Greenfield Partners LLC (Greenfield Partners) is an independent private equity firm founded in 1997 by Gene A. Gorab. The firm is headquartered in South Norwalk.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

CurePSP provides strategic plan and strategic directions to increasing awareness of progressive supranuclear palsy and corticobasal degeneration. The company was founded in 1990 by David Saks, Joanne Armstrong, Mary Anne Memminger, Reba Saks, and Pat Enright and is headquartered in Hunt Valley, MD