David Roth

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL.

Phillips Edison & Co. Ltd. operates as a real estate company. Its services include in-house leasing, property management, accounting, acquisitions, dispositions, development and financing teams. The firm provides a diverse range of retail solutions for investors and retailers looking to maximize their retail investment. Phillips Edison was founded by Michael C. Phillips and Jeffrey Edison in 1991 and is headquartered in Cincinnati, OH.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

The American Psychiatric Association is the largest scientific and professional organization of psychiatrists. The private company is based in Arlington, VA and has subsidiaries in the United States. The company works together to ensure humane care and effective treatment for all individuals with mental illness, including substance use disorders. Marketa Wills has been the CEO of the company since 2024.

The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

Sanpower Group Co., Ltd. engages in the manufacture of consumer electronics, optical cables and software. It also operates electronic stores and invests, develops real estate; core industries include retail and trading, information services, culture and media, real estate and financial investment. The company was founded in 1993 and is headquartered in Nanjing, China.

American Money Management Corp. (AMMC) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1973 and they are a direct, wholly-owned subsidiary of American Financial Group, Inc. (AFG) (NYSE: AFG). AMMC provides investment management services to AFG, its subsidiaries and certain third-party pooled investment vehicles that are organized as private funds.

Gardiner & Theobald LLP provides construction and property consultancy services. It offers project management, cost planning, management, and estimating, life cycle costing, development monitoring, and risk management services. The company was founded in 1840 and is headquartered in London, the United Kingdom.

MCB Real Estate LLC provides real estate investment services. The private company is based in Baltimore, MD and has subsidiaries in the United States. The company was founded by Peter M. Pinkard.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Part of Berkshire Hills Bancorp, Inc., Metro Commercial Real Estate, Inc. is a national, full-service, retail real estate advisory company based in PA. The American company provides tenant, landlord, property management, investment, and development services for the retail and commercial real estate industries. Metro Commercial Real Estate, Inc. was founded by Daniel J. Hughes and Tom Londres has been the CEO of the company since June 26, 2017.

Emulate, Inc. owns and operates Organs-on-Chips platform which acts as an automated human bioemulation platform for mimicking true human physiology. The firm's product responses to medicines, chemicals, and diseases can be predicted. The company was founded by James Coon, Donald Ingber and Geraldine Hamilton in July 2014 and is headquartered in Cambridge, MA.

KIC Ventures LLC (KIC Ventures) is a private equity subsidiary of Kingsley Investment Co.("KIC") LLC founded in 2005 by Kingsley R.Chin and Aditya Humad. The firm is headquartered in Malden, Massachusetts.

Astronomer, Inc. develops software for online data transfer. Its services include connector development, data hub implementation, data science, and data visualization. The company was founded by Greg Neiheisel, Tim Brunk and Ry Walker in May 2015 and is headquartered in Cincinnati, OH.

Brixey & Meyer Capital LLC (Brixey & Meyer Capital ) is a private equity firm founded in 2015 by David S.Brixey. The firm is headquartered in Cincinnati, Ohio.

Cladwell, Inc. designs fashionable but affordable wardrobe tailored to their tastes and needs. The company was founded by Chris Merchich, Blake Smith, and Tim Brunk on September 12, 2012 and is headquartered in Cincinnati, OH.

H Venture Management LLC (H Venture Partners) is a venture capital firm founded in 2017 by Elizabeth Edwards. The firm is headquartered in Cincinnati, Ohio.

The Kaleidoscope Plus Group is a mental health organization that provides support to thousands of people every year. The non-profit company is based in West Bromwich, UK and was founded in 1973. The British company has teams of specially trained staff in every sector, from mental health to independent living and wellbeing. The CEO is Monica Shafaq.

Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.

Part of Anchor Associates Group, Inc., Anchor Cleveland LLC operates real estate services. The company is based in Cincinnati, OH.

OCEAN Accelerator Inc (OCEAN Accelerator) is an private equity firm founded in 2014 by Tim Metzner, Tim Brunk and Chad Reynolds. The firm is headquartered in Cincinnati, Ohio.

Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio.

Nessa Labs, Inc. develops and operates cloud-agnostic streaming data-routing systems. The firm specializes in data engineering, customer data, analytics, data storage, streaming data, integrations and data security. The company was founded by Timothy Brunk in 2018 and is headquartered in Cincinnati, OH.

Part of Landholdings, Inc., Pacaso, Inc. modernizes the practice of co-ownership by creating a marketplace that makes buying, owning, and selling a luxury second home easy. The company is based in Cincinnati, OH. The company curates luxury listings with premium amenities and high-end contemporary interior design, offers ? to ½ ownership with integrated financing, and, after purchase, professionally manages the home and supports seamless resale. Co-founded by former Zillow executives Austin Allison and Spencer Rascoff in 2020, Pacaso operates in 40 top second home destinations around the world.