Nathan Lorenz

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors.

Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

MCM CPAs & Advisors LLP provides accounting services. It offers expertise in audit and assurance services, tax planning, business valuation, litigation support, fraud examination, aviation services, comprehensive real estate and construction expertise, business start-up and consulting for non-profit, public and privately held organizations. The firm serves manufacturing and distribution, healthcare, real estate, financial institutions, insurance, hospitality and restaurants sectors. The company was founded by Michael B. Mountjoy, John E. Chilton and Diane B. Medley and is headquartered in Louisville, KY.

Fund Evaluation Group, Inc. provides investment consulting services. The private company is based in Cincinnati, OH. Fund Evaluation Group was acquired by Fund Evaluation Group /Management/ from Old National Bancorp on September 19, 2005.

GBQ Holdings LLC provides accounting and consulting services. Its offers accounting, tax, assurance, valuation and financial opinion, forensic and dispute advisory, transaction advisory, state and local tax consulting. The company was founded in 1953 and is headquartered in Columbus, OH.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.