Todd Engmann

Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA.

Rafalko Advisors, Inc. provides investment advice. The firm provides personal wealth management services and corporate retirement plan services. The company was founded by Celia Rafalko and is headquartered in Glen Allen, VA.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Jefferson Capital Partners Ltd. (Jefferson Capital Partners) is a private equity firm founded in 1988 by Palmer P. Garson and Timothy O’Donnell. The firm is headquartered in Richmond, Virginia.

McGuireWoods LLP provides legal advisory services. The firm?s practice areas include antitrust and trade regulation, insurance recovery, commercial and financial services litigation, labor and employment, data privacy and security, environment, energy law, healthcare law, intellectual property, appeals and issues, banking and finance, and corporate. It caters to construction, defense and aerospace, healthcare, food and beverage, private equity, mining, education, technology, and transportation industries. McGuireWoods was founded in 1834 and is headquartered in Richmond, VA.

The George Washington Foundation is a non-profit organization. It offers ceramics & glass, documents, furniture, metals, personal items, portraits, postcards, and textiles. The company is headquartered in Fredericksburg, VA.

Part of University of Virginia, UVA Health Foundation operates a healthcare platform. The company is based in Charlottesville, VA.

Carpenter Co. engages in the production of cushioning products. It offers urethane foam, molded foam, carpet cushion, furniture cushioning foam and fiber application, fiber, and bedding. The company was founded by E. Rhodes Carpenter in 1948 and is headquartered in Richmond, VA.

Union Bank & Trust operates as a community bank. It offers personal and business banking, lending services, and mortgages. The firm’s services include checking, lending, online and mobile banking, treasury management, real estate construction loans, and VHDA loans. The company was founded in 1993 and is headquartered in Ruther Glen, VA.

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.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

Part of Atlantic Union Bankshares Corp., Atlantic Union Bank provides banking services. The company is based in Bowling Green, VA. John C. Asbury has been the CEO of the company since 2016.

Santander Bank, NA engages in provision of financial products and services. It offers retail banking, mortgages, corporate banking, cash management, capital markets, trust and wealth management, and insurance. The company was founded in 2013 and is headquartered in Wilmington, DE.

Virginia Bankers Association is an organization which helps provide solutions to aid in resolving differences, unifying efforts, and accomplishing objectives. The company was founded in 1893 and is headquartered in Glen Allen, VA.

Quarles Petroleum, Inc. distributes and supplies fleet fuel, oil and propane. It offers residential and commercial fuel delivery services, heating and air conditioning systems, air purifier and humidifier installation. The company was founded by Douglas E. Quarles Sr. and Gladys T. Quarles in 1940 and is headquartered in Fredericksburg, VA.

The Jamestown-Yorktown Foundation, Inc. functions as a charity foundation. The private company is based in Williamsburg, VA.

Goodwill of Central & Coastal Virginia, Inc. offers education, training, and job placement services. The company was founded by Edgar J. Helms in 1923 and is headquartered in Richmond, VA.

NASDAQ OMX BX, Inc. provides securities exchange services. It offers electronic and floor-based trading solutions to financial firms, dealers, investment institutions and listed public companies. The firm’s products include automated price improvement; Boston Exchange automated communication and order-routing network, BEACON REMOTE and execution quality report. The company was founded in 1834 and is headquartered in Boston, MA.

Kramer Capital Partners LLC (Kramer Capital Partners) is a venture capital subsidiary of Perella Weinberg Partners LP founded in 2005 by Michael A. Kramer. The firm is headquartered in Stamford, Connecticut.

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

Ducera Partners LLC is an independent investment banking advisory firm that specializes in strategic advisory, mergers & acquisitions, restructuring, liability management, capital markets, and wealth management. The private company is based in New York, NY. The firm also provides growth capital to early-stage companies through its Ducera Investments platform. Since its founding in 2015, Ducera Partners has advised on over $750 billion in transactions across various industries. The company was founded in 2015 by Michael A. Kramer. Michael A. Kramer has been the CEO since 2015.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Mitsubishi UFJ Securities Co. Ltd. provides securities services including dealing, brokering, underwriting, and distribution. It also provides management and investment, venture capital, real estate leasing, insurance agency, and data processing systems development. The company was founded on March 4, 1948 and is headquartered in Tokyo, Japan.

International Republican Institute develops political parties, civic institutions, open elections, good governance and the rule of law. It programs include women’s empowerment, democratic governance, multi party political systems, civil society initiative, youth leadership programs, strengthening electoral processes and monitoring & evaluation. The company was founded by Frank J. Fahrenkopf Jr. in April 1983 and is headquartered in Washington, DC.

Hudson Institute, Inc. is a non-profit organization that provides interdisciplinary studies in defense, international relations, economics, health care, technology, culture, and law. The company was founded by Herman Kahn and Max Singer in 1961 and is headquartered in Washington, DC.

Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.

Empower America, Inc. provides leadership training programs. The private company is based in Washington. The American company was founded by Jack F. Kemp.

Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions.

Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis.

National Fish & Wildlife Foundation preserves and restores the nation?s native wildlife species and habitats. NFWF directs public conservation dollars to the pressing environmental needs and matches those investments with private funds. It was founded in 1984 and is headquartered in Washington, DC.

Physicians for Peace provides medical education and training services. It also offers clinical care services and donated medical supplies. The organization was founded in 1989 by Dr. Charles E. Horton, Sr. and is headquartered in Norfolk, VA.

Smithsonian National Air & Space Museum operates museums. The company was founded in 1976 and is headquartered in Washington, DC.

Virginia Museum of Fine Arts Foundation raises funds and manages investments. The company was founded in 1976 and is headquartered in Richmond, VA.

Gray Lumber Co. supplies lumber, hardware, paint, and windows.

Union Mortgage Group, Inc. provides a full line of mortgage products. The company was founded on November 4, 1998 and is headquartered in Richmond, VA.