Anthony Rosetti

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Eminence Capital LP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. They were founded by Ricky Sandler in 1999 as Eminence Capital LLC. In 2014, Eminence Capital LLC merged with and into Eminence Capital LP, which assumed all the assets, liabilities and obligations of Eminence Capital LLC. The firm provides investment advice to private investment funds and to the owner of separately managed accounts (SMAs).

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

JPMorgan Worldwide Securities Services engages in the provision of security brokerage services. The company is headquartered in New York, NY.

Founded in 1997, Lion Investments is a private equity firm located in Tampa, Florida. The firm is also known as Lion Investments Growth Partners. The Lion family of partnerships includes Lion Investments LLC Lion Investments LP, Lion Investments I LP, Lion Investments II LP and Lion Asset Management Company, Inc.

IT Authorities, Inc. is a cloud computing and national managed service provider. It offers private virtual clouds, hosted applications, managed information technology services, and professional services to small and medium sized businesses. The company was founded by Jason Pollner and Jason Caras in 2006 and is headquartered in Tampa, FL

HealthEdge Investment Partners, LLC (HealthEdge Investment Partners) is a private equity firm founded in 2005 by Harold S. Blue and Phillip Dingle. The firm is headquartered in Tampa, Florida.

Itrac LLC engages in the ownership, operations and investment of retail healthcare stores. The company was founded by Tyson Steele and Gjusta Steele in 1995 and is headquartered in Tampa, FL.

Legacy-Xspire Holdings LLC is a company that distributes generic prescription drugs. The company is based in Ridgeland, MS and has subsidiaries in the United States. The CEO of the company is Gregory J. Stokes. Legacy-Xspire Holdings was acquired by HealthEdge Investment Partners LLC on December 18, 2019.

Westone Laboratories, Inc. engages in the provision of hearing health services. It provides custom-fit earpieces, hearing protection and audiology supply products. The company was founded by Ronald Morgan and Mickey Morgan in 1959 and is headquartered in Colorado Springs, CO.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Part of LMS Capital Plc /Private Equity/, Lion Investments Ltd. functions as an investment holding British company. The company is based in London, UK.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

Fagan Associates, Inc. is an independent, SEC-registered investment advisor headquartered in Troy, New York. The firm was founded by Dennis Fagan in 1989. Fagan Associates provides investment advisory services on a discretionary basis for a variety of clients, such as individuals, high net worth individuals, pension and profit-sharing plans, trusts, and estates, charitable organizations, and various for-profit business entities.

Harmony Healthcare LLC provides healthcare staffing services. Its services include revenue cycle leadership, coding support, coding and HIM support, clinical documentation improvement, ICD-10 support, audit and valuation report, HIM department outsourcing, offshore services and revenue cycle management services. The company was founded by Christopher H. G. Brown in 2010 and is headquartered in Tampa, FL.

Jaffe Tilchin Investment Partners LLC (Jaffe Tilchin) is an independent registered investment advisor headquartered in Tampa, Florida. The firm was co-founded by Scott Jaffe and Louis Tilchin in 2007. Jaffe Tilchin offers professional asset management services to individuals, trusts, estates, charitable organizations, corporations and pension plans.

Hire Velocity LLC provides recruitment services. The firm offers screening, sourcing, candidate development, and diversity recruiting services. Its services include sourcing, recruiting, reporting, contract recruiting, federal contract support, delivery options, pricing, and case studies. The company was founded in 2004 and is headquartered in Atlanta, GA.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Kendrick Pierce & Co., Inc. is an investment bank. The private company is based in Tampa, FL.

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.

Akin Bay Co. LLC Provides investment banking and financial advisory services. The firm's investment banking services include raising capital, mergers and acquisitions, leveraged buyouts, restructuring, divestitures, corporate valuations, strategic alternative analysis, strategic alliances, special committee representation, family business advisory and venture capital advisory. It provides services to industries like consumer, technology, industrial, healthcare and life sciences, business/financial services, and energy and natural resources. The company was founded by James B. Rybakoff, William A. Kaynor and John P. Carroll in 1990 and is headquartered in New York, NY.

KLH Capital Partners LP (KLH Capital) is an independent private equity firm founded in 2005 by John F. Kirtley, Jeff Leck and Mark J. Hunter. The firm is headquartered in Tampa.

Alliance of Merger & Acquisition Advisors, Inc. provides merger and acquisition advisory services. It offers seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory and other transaction services. The company was founded by Michael Nall in 1998 and is headquartered in Chicago, IL.

Part of TVC Telecom, Inc., Various Business Management, Inc. operates telephone call centers. The company is based in New York, NY. Various Business Management was acquired by TVC Telecom, Inc. on July 20, 2000 for $0.99 million.