Patrick Spicuzza

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.

The Ohio Society of CPA's operates as an association for Certified Public Accountants.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Ulmer & Berne LLP provides legal services. It serves to individuals, sole proprietorships, public and privately held companies, multinational corporations, financial institutions, public bodies and non-profit organizations. The company was founded in 1908 and is headquartered in Cleveland, OH.

University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Cohen & Co. provides accounting services. The firm offers services in the areas of investment industry, private company, and management advisory. Its services include collective investment trust, enterprise tax solutions, ownership succession, management consulting, and business valuation. The company was founded by Ron Cohen in 1977 and is headquartered in Cleveland, OH.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH.

First Commonwealth Bank engages in the provision of investment advice. It offers personal and commercial banking services; mobile deposits; checking account; and saving account. The company was founded on January 1,1934 and is headquartered in Indiana, PA.

Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

The Cleveland Metropolitan Bar Association operates as an organization for legal professionals. The non-profit company is based in Cleveland, OH.

Part of Kinder Morgan, Inc., Coastal Gas Marketing Co. is an American company that distributes gas.

Tribune Interactive LLC manages the interactive marketing and advertising operations of major daily newspapers. The company is headquartered in Chicago, IL.

NBC Universal Cable, Inc. operates a television channels. It also offers production, programming, and broadcasting services. The company is headquartered in Burbank, CA.

Telemundo Network Group LLC provides programming and broadcasting services. It offers national and local entertainment, news, and sports programming to the U.S. Hispanic audience. Telemundo offers talk shows, original sitcoms, sports and news, children's programs, movies, reality, entertainment, and music programs. The company is headquartered in Hialeah, FL.

Playboy Entertainment Group, Inc. owns and prepares programs for adult television networks. The firm develops, produces, acquires & distributes various feature films, magazine-format shows, reality-based & dramatic series, documentaries, live events, and portable pod cast entertainment under Playboy & Spice brand names. The company was founded on November 30, 1989 and is headquartered in Los Angeles, CA

The National Center for Employee Ownership is a nonprofit organization that has been supporting the employee ownership community since 1981. The non-profit company is based in Oakland, CA. The company's mission is to help employee ownership thrive by providing reliable information on technical issues and inspiration to help companies reach the full potential of employee ownership. Litigation has been an ongoing concern for the ESOP community, and the company aims to help people make smart decisions about employee ownership.

Ann Arbor Spark Business Accelerator (Ann Arbor Spark Business Accelerator) is the venture capital arm of Ann Arbor Spark founded in 2005 by Mike A. Finney. The firm is headquartered in Ann Arbor, Michigan.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Acme-Cleveland Corp. engages in manufacturing and selling communication, motion, control and measurement products and systems. The company is headquartered in Cleveland, OH.

Paragon Advisors, Inc. provides financial advisory services. Its services include net worth and cash flow analysis, tax planning, investment planning, estate planning, retirement planning, and insurance. The company was founded in 1996 and is headquartered in Shaker Heights, OH.

Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio.

Part of IQVIA Holdings, Inc., Concentrics Research LLC is an acquisition vehicle led by Bindley Capital Partners and management of the consumer health care research business of West Pharmaceuticals Services Inc. The company is based in Indianapolis, IN. The CEO of the company is Julie Aker.

Collaborative Clinical Research, Inc. is a private company that provides compound medication research. The company is based in Mount Laurel, NJ.

Kite Realty Group LP operates as a real estate investment trust. It engages in the ownership, operation, acquisition, development, and redevelopment of neighborhood and community shopping centers in selected markets in the United States. The company was founded on August 16, 2004 and is headquartered in Indianapolis, IN.

Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL.

Riverview Realty Partners LP provides real estate investment services. It develops, promotes, and implement environmentally sustainable and energy conserving initiatives through innovative and responsible building operations and collaboration with our tenant partners. The company was founded on July 21, 1997 and is headquartered in Chicago, IL

Parkwood LLC is an independent investment advisory firm headquartered in Cleveland, Ohio. The firm was created to provide investment, accounting, tax, legal and estate planning services for thieir clients and the Jack, Joseph and Morton Mandel Foundation.