Bradley Stuart Daniels

Part of J.S. Held LLC, Capital Forensics, Inc. serves a variety of clients including broker-dealers, banks, insurance companies, RIAs, law firms, and Fortune 500 companies. The private company is based in Palatine, IL. The company provides litigation support, regulatory consulting, data analytics, fraud and forensic investigations, arbitration tools, and compliance and risk management services. The company was founded in 1993 by Jay Rosen and the CEO is Vadim Khavinson. Capital Forensics was acquired by J.S. Held LLC on February 03, 2022.

Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Founded in 1985, Fox Asset Management LLC is a registered investment advisor located in Shrewsbury, New Jersey. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV).

Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The private company is based in Staten Island, NY.