David A. DeMello

Part of Dorel Industries, Inc., Safety 1st, Inc. is a company that specializes in child care products such as feeding, teething, hygiene, and home security products. The company is based in Canton, MA. Safety 1st was acquired by Dorel Industries, Inc. on July 11, 2000 for $141.71 million.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of CBIZ, Inc., Shea Labagh Dobberstein CPAs, Inc. is a well-respected accounting firm that provides a full spectrum of professional accounting, tax, and consulting services. The company is based in San Francisco, CA, and has offices in San Mateo and Walnut Creek. The company has worked in partnership with generations of family-owned and closely-held businesses, nonprofits, and individuals in the Bay Area. The company offers services such as accounting, tax, audit, and assurance, as well as employee benefits, risk advisory, and property and casualty insurance. Founded in 1944, the CEO is James R. Dobberstein. On September 1, 2021, Shea Labagh Dobberstein CPAs was acquired by CBIZ MHM Northern California LLC.

The Financial Accounting Foundation is a non-profit organization that administers, finances, and appoints financial and governmental accounting standards boards. The non-profit company is based in Norwalk, CT.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Part of Hitchcock, Lahey Hospital & Medical Center is a physicians clinic. The company is based in Burlington, MA. David L. Longworth has been the CEO of the company since 2015. Lahey Hospital & Medical Center was acquired by Hitchcock on September 07, 1994.

Tournament Players Club of Boston at Great Woods LLC develops, operates and manages golf courses. It offers golf club membership services. The company is headquartered in Ponte Vedra Beach, FL.

Advantage Capital Partners (Advantage Capital) is a private equity firm founded in 1992 by Steven T. Stull and David W. Bergmann. The firm is headquartered in New Orleans, Louisiana.

First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA.