John Ptak

Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.

Founded in 1997, High Pointe Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm provides portfolio management and investment advisory services primarily to high net-worth individuals, trusts, estates, and institutional clients such as corporate and public employee pension and profit sharing plans, foundations, charitable organizations, and corporations. High Pointe sometimes acts as a sub-adviser to other advisors for these type of clients.

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.

Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.