R J Virata

Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017.

Jones Day LP provides legal services. It offers services to the airlines, aviation, automotive, construction, energy, healthcare, insurance, media, pharmaceuticals, and telecommunication industries. The company was founded by Edwin J. Blandin and William Lowe Rice on March 1, 1893 and is headquartered in Cleveland, OH.

Rutabaga Capital Management LLC (Rutabaga) is an independent investment advisory firm headquartered in Cambridge, Massachusetts. The firm was founded by Peter C. Schliemann in 1999. Rutabaga provides discretionary investment management services to institutional clients, which includes corporations, pensions, endowments, profit-sharing plans, mutual funds, private investment funds, trust programs and charitable organizations.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.

Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.

EF Hutton Group (EF Hutton) is an independent broker/dealer firm headquartered in New York City. The firm was founded in 2020 as Kingswood Capital Markets and rebranded to EF Hutton Group in 2021. EF Hutton offers an international suite of proprietary and customized solutions within the public and private investment banking, middle and emerging growth markets.

Atlanta Symphony Orchestra provides entertainment services through orchestra. The company was founded on February 9, 1939 and is headquartered in Atlanta, GA.

YMCA of Metropolitan Atlanta, Inc. is a non profit organization that offers programs serving the needs of the community and individuals. It is an association of men, women and children joined together by a shared commitment to nurturing the potential of kids, promoting healthy living, and fostering a sense of social responsibility. The company was founded in 1858 and is headquartered in Atlanta, GA.

National Football League, Inc. operates as a professional American football league. It offers news, videos, teams, players, scores, schedules, stats, and standings for football. The company was founded in 1920 and is headquartered in New York, NY.

The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Woodward Academy is a school that brings together students from diverse backgrounds, perspectives, and experiences. The school has campuses in both Atlanta and Johns Creek, Georgia, and offers education from pre-kindergarten to 12th grade.

National Association of Securities Professionals is a Non-Profit Organization, which assists people to achieve inclusion in the financial services industry. The company was founded by Maynard H. Jackson, Felicia Flowers-Smith, Joyce M. Johnson & Donald Davidson in 1985 and is headquartered in Washington, DC.