Monica Ann McCarthy

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.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

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

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.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Cetacean Networks, Inc. provides computer networking services. The private company is based in Portsmouth, NH.

Essex Private Wealth Management LLC (Essex Private) is a SEC-registered investment adviser and wealth management firm headquartered in Topsfield, Massachusetts. Formerly known as Phalanx Wealth Management LLC, the firm was founded by Brian A. Woodland in 2009 and is owned by Huntwicke Capital Group, Inc. (OTCMKTS: HCGI). Essex Private provides a comprehensive set of wealth management services to individuals, high net worth individuals, trusts, estates, retirement plans and charitable organizations.

Breakwater Asset Management LLC provides investment advice. It offers investment management and financial planning software. The company was founded by Jason A. Canzano and is headquartered in Hampton, NH.