David Dallas

Planned Financial Programs, Inc. is a private company based in Melville, NY.

Lippincott Mercer (formerly Lippincott & Margulies) provides management consulting services on branding and naming for corporate customers. It was founded in 1943 and is headquartered in New York, NY.

Freedom House, Inc. defends human rights and promotes democratic changes in political rights and civil liberties. The non-profit company is based in Washington. The CEO of the American company is Gail Snowden.

Specialty Program Group LLC provides insurance underwriting and broker services. Its portfolio of companies include Global Marine Insurance Agency, Paul Hanson Partners, and Specialty Comp Insurance Solutions. The company was founded in 2015 and is headquartered in Summit, NJ.

Freedom House provides addiction residential treatment services. It offers drug and alcohol treatment and long term residential treatment programs, transitional living programs for men and women, and outpatient services. The company was founded in 1986 and is headquartered in Clinton, NJ.

Part of Mitchells of Westport, Marsh's is a retailer of upscale men's clothing. The company is based in Huntington, NY. Marsh's was acquired by Mitchells of Westport on August 29, 2005.

Florio Perrucci Steinhardt & Cappelli LLC is a full-service law firm that provides legal strategy, government advocacy, and business solutions to public and private sector clients. The private company is based in Bethlehem, PA, and has offices strategically located throughout New Jersey, New York, and Pennsylvania. The firm has a team of professional and responsive attorneys who work tirelessly to advocate on behalf of their clients' interests. The company was founded by Michael Perrucci and is recognized as one of the top law firms in New Jersey.

Preferred Concepts LLC provides brokerage and underwriting services. The firm’s operating divisions include preferred concepts, the program administrator; preferred underwriting, the program underwriter; preferred brokerage, which provides wholesale brokerage services. The company was founded in 1989 by Stuart Farber and is headquartered in New York, NY.

Marsh LLC provides insurance brokerage and risk management services. It offers risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals. The company was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Mercator Risk Services, Inc. provides insurance brokerage services. The company was founded in 2005 and is headquartered in New York, NY.

Majid Al Futtaim Holding LLC operates as a holding company, which engages in developing and operating shopping malls and hypermarkets. The company was founded by Majid Al-Futtaim in 1992 and is headquartered in Dubai, the United Arab Emirates.

Raja Group is a private company that is involved in the manufacturing and distribution of various products such as timber, tiles, tea, iodized salt, and washing detergent. The CEO of the Indian company is Raj Patel.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Title Alliance Ltd. creates and manages RESPA-compliant title insurance joint-ventured offices with realtors. It provides a wealth of tools, resources and experiences for ABA. The company was founded in 1983 and is headquartered in Media, PA.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Part of Huntington Bancshares, Inc., TCF International Bank is a bank holding company that provides commercial banking services. The company is based in Wayzata, MN.

Waterford Group LLC provides investment services in the hospitality and gaming sector. The firm offers hotel management, asset management, development and gaming services. The company was founded in 1986 and is headquartered in Waterford, CT.

BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.

Brightwood Capital Advisors LLC (Brightwood Capital Advisors) is a private equity firm founded in 2010 by Damien Dwin and Sengal Selassie. The firm is headquartered in New York.

Financial Planning Analysts LLC provides investment advice. The private company is based in Melville, NY.

Bank Leumi USA engages in the provision of commercial and international banking services to large and midsized corporations. The company was founded in 1954 and is headquartered in New York, NY.