Nina Streeter

WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm offers a variety of value-oriented equity and fixed income strategies for institutional investors.

Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida.

Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.

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.

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.

StateTrust Capital LLC (STC) is a SEC-registered asset management firm headquartered in Boca Raton, Florida. The firm was founded by Uri Benhamrom in 1999. They are a wholly-owned subsidiary of StateTrust Group LLC. STC provides portfolio management services to individuals who are US and non-US citizens or residents, high-net worth individuals, personal holding companies, and other US and international institutions.

CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA.

Traders Group Ltd. provides insurance services. The private company is based in Toronto, Canada. and has subsidiaries in Canada.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

The Bridge Group, Inc. is a sales strategy consulting private company that focuses on helping B2B companies with their sales development, account executives, and customer success management. The company is based in Hudson, MA. The company provides custom go-to-market strategies and hyper-focused roadmaps to help companies increase their conversations, build more pipeline, win more deals, and scale for growth. The company was founded by Trish Bertuzzi. Trish Bertuzzi has been the CEO since incorporation.

The Glenmede Corp. is a leading investment and wealth management firm founded in 1983. The private company is based in Philadelphia, PA and has subsidiaries in the United States. The company, along with its affiliates, manages over $42 billion in assets under management for high-net-worth individuals, families, family offices, endowments, foundations, and institutional clients.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Natural Lands Trust, Inc. operates as a land conservation organization. The company was founded in 1950 and is headquartered in Media, PA.

Part of HumanGood Foundation, Philadelphia Presbytery Homes, Inc. provides home care services for seniors. The company is based in Lafayette Hill, PA. Philadelphia Presbytery Homes was acquired by HumanGood Foundation on June 17, 2019. The company was founded in 1995. The CEO is Judee M. Bavaria.

The Girl Scouts of Eastern Pennsylvania operates a leadership development organization for girls. The private company is based in Pennsylvania. Kim E. Fraites-Dow has been the CEO of the American company since 2011.

Dinan & Co. LLC (Dinan & Co.) is a private equity investment arm of Dinan & Co. LLC founded in 1988 by Michael A. Dinan. The firm is headquartered in Phoenix, Arizona.

Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities.

Castle Crow & Company LLC (Castle Crow) is a private equity firm founded in 2001 by John Adams and Keith R. O'Donnell. The firm is headquartered in San Francisco, California.