Quinn Snell

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

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

Perkins Coie LLP provides corporate, commercial litigation, and intellectual property legal services. Its practice areas include business law, environment and natural resources, estate planning and trust services, finance, intellectual property, labor and employment, litigation, product liability, real estate and land use, regulatory and government affairs, and taxation. The company was founded in 1912 and is headquartered in Seattle, WA.

J2 Ventures Advisors LLC (J2 Ventures) is a venture capital firm founded in 2020. The firm is headquartered in Hingham, Massachusetts.

Viking Cruises Ltd. operates as a holding company. The company was founded by Torstein Hagen in 1997 and is headquartered in Woodland Hills, CA.

Concord Health Partners LLC (Concord Health Partners) is a venture capital firm founded in 2017 by Joseph Swedish and James Olsen. The firm headquartered in Summit, New Jersey.

Red Cell Partners LLC (Red Cell Partners) is a venture capital firm founded in 2020 by Grant Verstandig, Josh Lobel and John Tenet. The firm is headquartered in McLean, Virginia.

Alcon Vision LLC is a company that specializes in innovative eye care solutions. The company is based in Fort Worth, TX and was founded in 1945 by William Conner and Robert Alexander. The company offers both surgical and vision care solutions to their customers. Alcon is dedicated to transforming eye care possibilities into realities through the discovery and development of their innovative eye care products and solutions.

City of London Investment Management Co. Ltd. (United States) (CLIM US) is the US-based investment management division of City of London Investment Management Co. Ltd, which is wholly-owned by City of London Investment Group Plc (LON: CLIG) in Great Britain. The firm was founded in 1991 and is headquartered in Coatesville, Pennsylvania. CLIM US provides portfolio management services to institutional clients who include corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, state or municipal government entities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds such as UCITS and SICAVs, and other US and international institutions.

FirePower Capital /Private Equity/ is the private equity arm of FirePower Capital Corp, founded in 2012 by Ilan Jacobson. The firm is headquartered in Toronto, Canada.

Healthverity, Inc. engages in developing technologies and software tools. Its solutions include healthverity census, marketplace, cipher, and consent. The company was founded by Andrew Goldberg and Andrew Kress in 2014 and is headquartered in Philadelphia, PA.

ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA.

University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV.

Political Data, Inc. designs and develops data-driven telephone software. The private company is based in Norwalk, CA. The CEO of the company is Gary M. Brown.

MGM Grand Hotel LLC owns and operates casino resorts. Its amenities include restaurants, bars along with gaming, hotel, dining, entertainment, retail and other services. The company was founded in 1993 and is headquartered in Las Vegas, NV.

Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA.

Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA.

ZoomInfo Israel Ltd. engages in product development and security operations. It develops B2B database that contains data on key contacts. The company was founded on June 11, 2009 and is headquartered in Raanana.

Tegus, Inc. operates as a primary research platform for institutional investors. The firm provides conversations to users via platform with the ability to search, navigate, annotate and analyze. It offers unlimited expert calls at cost, quality recruitment, ease and convenience. The company was founded by Thomas Elnick and Michael Elnick and is headquartered in Chicago, IL.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Fulcrum Capital LLC is a wealth management company that provides custom plans and insights to create real impact for their clients. The private company is based in Seattle, WA and was founded in 2007 by Robert Carl Kuehn, Darcy Berube Johnson. The company aims to elevate the wealth management experience beyond the expected and deliver dynamic and meaningful solutions. Michelle Aimee Mathieu has been the CEO of the company since 2017.