Patrick J. Birde

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

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. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Segal Advisors, Inc. provides investment consulting services. The firm offers asset allocation and investment strategies, assets-liability modeling, performance measurement, retire fund, model portfolios, defined contribution consulting and fiduciary services. It provides consulting advice and outsourcing solutions to plan sponsors. The firm offers investment programs through a broad range of customized solutions designed to assist clients at every stage of the investment process. The company is headquartered in New York, NY.

Founded in 1987, Handelsbanken Markets Securities, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Svenska Handelsbanken AB, a Swedish bank. The firm provides a full array of trading and execution services for their clients. The firm covers the U.S. and Canadian markets. They do not provide any internal research.

Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The American Intellectual Property Law Association (AIPLA) is a professional organization that provides education, advocacy, and networking opportunities for intellectual property (IP) law practitioners. The organization is based in Arlington, VA and offers a variety of resources for its members, including access to committees focused on specific areas of IP law, continuing legal education (CLE) courses, and publications such as the quarterly journal and Innovate magazine. AIPLA also advocates for policies that support the protection of IP rights and provides resources for students and the public.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

The Federal Bar Council operates as a not-for-profit specialty bar association. It consists of lawyers and judges who practice primarily in federal courts within the Second Circuit. The company was founded on April 4, 1932 and is headquartered in New York, NY.

The Association of the Bar of the City of New York is a voluntary association of lawyers and law students. The organization was founded in 1870 and it is headquartered in New York, NY

The Metropolitan Opera Guild, Inc. was founded in 1935. The non-profit company is based in New York, NY. The company's mission is to enrich people's lives through a deeper appreciation of opera while supporting the Metropolitan Opera by helping to expand its reach to a wider audience. The company offers tours of the Metropolitan Opera House, Guild School programs that enhance student learning, and the annual Opera News Awards celebration. Additionally, the company offers a subscription to Opera News with a discount of 68% off the cover price and digital access.

Scully, Scott, Murphy & Presser A PC provides legal services specializing in intellectual property. It specializes in patents, opinions, litigation, counseling and licensing, trademarks, and copyrights and trade secrets. The company was founded in 1973 and is headquartered in Garden City, NY.

Part of National Grid Plc, KeySpan Energy Delivery is a company based in Brooklyn, NY.

Praesidian Capital Corp (Praesidian Capital) is a private equity firm founded in 2002 by Jason Drattell. The firm is headquartered in Oklahoma City.

The Segal Group, Inc. engages in the provision of consulting services. Its services include retirement and financial security; health and welfare benefits; benefits administration; compliance consulting; insurance brokerage; and investment solutions. The company was founded by Martin E. Segal on October 15, 1939 and is headquartered in New York, NY.

The American Association for Homecare is an organization that provides official statements, comments, analysis, and records of congressional testimony related to homecare. The non-profit company is based in the United States and has subsidiaries across the country. The organization aims to achieve success on behalf of the HME community. The American company offers legislative updates to their members on the latest developments affecting the homecare industry. Thomas H. Ryan has been the CEO of the company since 2011.

The Bar Association of Nassau County is a professional organization for lawyers in Nassau County, NY. The association is based in Mineola, NY. The association offers a variety of services and resources for its members, including continuing legal education programs, a lawyer referral service, and a lawyer assistance program. The association also has a charitable arm called the We Care Fund, which provides assistance to those in need. Additionally, the association has a dining room called Domus that serves lunch to members each workday.

Part of Dime Community Bancshares, Inc., Dime Community Bank operates as a state chartered commercial bank. The company is based in Bridgehampton, NY. Stuart H. Lubow has been the CEO of the company since 2021.