Wehner Paul

MSX International, Inc. provides outsourced business, engineering, and human capital services. It offers technical staffing, training, warranty, and dealer solutions. The company was founded in 1996 and is headquartered in Detroit, MI.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

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.

Part of NFP Holdings LLC, Schechter Wealth Strategies is an American company that provides wealth advisory and financial services. Marc Schechter has been the CEO of the company since 2002.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Schechter Investment Advisors LLC (Schechter) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. The firm was founded in 1939 and formerly known as Aravello Capital Partners LLC. Schechter provides financial planning and investment management services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other business entities.

Intrinsic Edge Capital Management LLC (IECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2016 by Mark Coe and is a direct subsidiary of Mark D. Coe 2012 Irrevocable Trust DTD Sept. 20, 2012. IECM provides discretionary investment advisory services to the Intrinsic Edge Funds which are private hedge funds that are offered to qualified investors.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

PinPoint Solutions, Inc. engages in the operation of recruitment firm. It provides customized recruiting products and services. It offers services to accounting and finance, engineering and scientist, general management, operations and manufacturing, and supply chain management. The company was founded by Dennis Dunlavey in 2005 and is headquartered in Greenville, SC.

Fullerton Tool Co., Inc. engages in the design and production of solid carbide cutting tools. It offers end mills, drills, reamers, burrs, saws, key seat cutters, and custom tooling. The company was founded by Morgan A. Curry in 1942 and is headquartered in Saginaw, MI.

Mercedes-Benz USA LLC distributes and markets and Mercedes-Benz products in the United States. It offers sedans, coupes, SUV's and wagons and convertibles and roadsters. The firm also offers maybach, smart, and sprinter products. It has offices in Irvine, Jacksonville, Montvale, Parsippany and Rosemont. The company was founded by Karl Benz, Emil Jellinek, Gottlieb Daimler and Wilhelm Maybach in 1965 and is headquartered in Montvale, NJ.

Benteler Automotive Corp. manufactures automotive components. Its products include chassis systems, structures, and exhaust systems. The company offers engine applications and engineering systems. Benteler Automotive was founded in 1986 and is headquartered in Auburn Hills, MI.

AXA Assistance USA, Inc. engages in the provision of insurance. It services include Travel Assistance, insurance, and security services; Global Healthcare Solutions; and Concierge Services. The company was founded on May 17, 1983 and is headquartered in Chicago, IL.

Fischer & Co. LLC engages in operating as an independent investment advisor. It serves private clients and middle market institutions. The company was founded by Alan A. Fischer and is headquartered in New York, NY.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Walsh Financial Solutions LLC provides investment advice. The private company is based in Golden, CO.

UBS Wealth Management (Singapore) (UBSWM-Singapore) is the wealth management operation of UBS AG (Singapore), a subsidiary of UBS AG (NYSE: UBS) in Switzerland. The firm provides a range of services including strategic wealth planning, liquidity solutions, retirement planning and succession planning to private clients.

Securian Financial Group, Inc. provides insurance, retirement planning and investment services. It offers individual and group life and disability insurance, annuities and mortgage life insurance. The firm also provides mutual funds, institutional asset management, annuity and retirement plans through its subsidiaries. The company was founded by Russell Dorr on August 6, 1880 and is headquartered in St. Paul, MN.

Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA.

Symetra Life Insurance Co. (Investment Portfolio) (Symetra-IP) is the investment portfolio division of Symetra Life Insurance Co., an insurance management firm headquartered in Bellevue, Washington. The firm was founded in 1957 and is a subsidiary of Symetra Financial Corp., itself owned by Sumitomo Life Insurance Co. in Japan. Symetra provides annuities, life insurance and benefits products to people and businesses nationwide. Symetra-IP manages the investment portfolio of insurance clients.

BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Zurex Pharma, Inc. provides safe and effective anti-microbial products. Its products include ZuraPrep, a pre-surgical skin preparation for the prevention of SSI; ZurAsept, an antimicrobial and antithrombotic catheter solution to reduce CRBSI; and ZuraGard that prevents extra-luminal or exit site wound CRBSI. The company was founded in April 2008 and is headquartered in Middleton, WI.