Jesse S. Cooper

Hotaling Investment Management LLC (Hotaling) is an independent registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Bruce Hotaling in 2012. Hotaling provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Keystone Strategy LLC is an innovative strategy and economics consulting firm that provides transformative ideas and cutting-edge solutions to Fortune 500 companies, top law firms, and government agencies. The company is based in San Francisco, CA. The company's expertise includes technology-led strategy, AI-driven digital transformation, product development, healthcare, finance, antitrust, and litigation. The company leverages strategic insights from leading industry and academic experts with the practical expertise of their accomplished professionals to deliver extraordinary impact for their clients. The company was founded by Marco Iansiti, Greg Richards. Greg Richards has been the CEO since incorporation.