Morgan M Schwanke

WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Juniper Networks is a venture capital firm, a subsidiary of Juniper Networks Inc founded in 2010 by Pradeep S. Sindhu. The firm is headquartered in Sunnyvale, California.

Banco Comercial Português SA (Broker) (BCP-Broker) is the brokerage division of Banco Comercial Português SA. The firm is headquartered in Oieras, Portugal. BCP-Broker provides brokerage services to their clients.

Semapa Next SA (Semapa Next) is the venture capital subsidiary of Semapa Sociedade de Investimento e Gestão SGPS SA. It was founded in 2017. The firm is headquartered in Lisbon, Portugal.

Virgo Investment Group LLC (Virgo Investment Group) is a private equity firm founded by Jesse Watson and Barry Jay Uphoff in 2009. The firm is headquartered in Burlingame, CA.

Community Access Management LLC (Community Access Fund) is a venture capital firm founded in 2019. The firm is headquartered in Seattle, Washington.

Rosewood Private Investments Inc (Rosewood Private Investments) is a private equity subsidiary of The Rosewood Corp founded in 1935. The firm is headquartered in Dallas, Texas.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Channel Equity Partners LLC (Channel Equity Partners) is a venture capital firm founded in 2002 by Andrew Albert and Jensen Bryant. The firm is headquartered in San Diego, California.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Snapbook General Trading Co. LLC develops software application for portraying favorite photographs. The company was founded by Ayman Abdullah Yousuf Boodai and is headquartered in Kuwait City, Kuwait.

Washington Abstract, Inc. provides a platform that revolutionizes government affairs work by allowing users to track legislation, personalize reports, and collaborate in real-time. The company is based in Washington, D.C. and was founded by Patrick Utz, Matthew Chang, and Mohammed Hayat. The American company's AI and machine learning-powered search feature enables users to search, track, and organize bills in one place. The platform also offers a mobile app for on-the-go access to critical information. Clients can maintain timely and clear communication with their clients using real-time web links. Patrick Utz has been the CEO since incorporation.

Milton Street Capital LLC (Milton Street Capital) is a private equity firm founded in 2016 by Francis Carr and Hunter Nelson. The firm is headquartered in Houston, Texas.

OC4 Venture Studio, Inc (OC4 Venture Studio) is a venture capital firm founded in 2019 by Carey Ransom and Kyle Kamrooz. The firm is headquartered in Costa Mesa, Califronia.

Arzan Venture Capital (Arzan VC) is a Venture Capital firm, a subsidiary of Arzan Financial Group for Financing & Investment KPSC founded in 2013 by Hasan J. Zainal. Arzan Venture Capital is headquartered in Kuwait.

City Year, Inc. offers school-based service and leadership programs. It support students by focusing on attendance, behavior, and course performance through in-class tutoring, mentoring, and after school programs that keep kids in school and on track to graduate. The company was founded by Miuchael Brown, Alan Khazei, Jennifer Eplett Reilly and in 1988 and is headquartered in Boston, MA.

AndCo Consulting LLC operates as an investment consulting firm. The firm offers investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. The company was founded in 2000 and is headquartered in Orlando, FL.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Bertram Capital Management LLC (Bertram Capital Mgmt) is a private equity firm founded in 2006 by Jeff Drazan. The firm is headquartered in Foster City, California.

Irradiant Partners LP (Irradiant Partners) is a private equity subsidiary of Irradiant Partners LLC founded in 2021 by John John Eanes, Jon Levinson and Michael Jeffrey Levitt. The firm is headquartered in Santa Monica, California.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Stratos Genomics, Inc. develops nucleic acid sequencing methods. The firm's Sequencing by Expansion (SBX) solution offers a single-molecule detection process that allows whole genome sequencing. The company was founded by Allan H. Stephan, Mark Kokoris, and Robert McRuer in 2007 and is headquartered in Seattle, WA.

Cobalt Holdings LLC provides radiotelephone communication services. It designs, builds, operates, maintains, and finances broadband networks that allow travelers to surf the web, connect with friends, stream video, and work. The company was founded by Paul A. Moore and is headquartered in Lake Bluff, IL.

Part of EisnerAmper LLP, Lindsay & Brownell LLP is a professional services firm that offers a comprehensive set of accounting and audit, tax, and advisory services to large enterprises, privately owned companies, and high net worth individuals. The company is based in La Jolla, CA. The firm provides industry-specific expertise and cutting-edge technologies to help clients respond to the challenges they face today and position them for growth, profitability, and success tomorrow. The company was founded in 1992, and the CEO is Stephen J. Brownell. Lindsay & Brownell was acquired by EisnerAmper LLP on December 31, 2022.

Sweetwater Investment Management LLC (Sweetwater Investment Management) is a private equity firm founded in 2016 by James Gamett. The firm is headquartered in Encinitas, California.

BookPal LLC operates as a bulk book seller that specializes in selling books of any genre in quantities. It offers book and movie titles to its business, association, non-profit, educational, and government clients. The company was founded by Anthony DiCostanzo in 2007 and is headquartered in Irvine, CA.