Greg Mastrean

Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.

Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Arbor Capital Management Corp. (ACM) is an independent, SEC-registered investment advisor headquartered in Amherst, New York with additional office in Juno Beach, Florida. The firm was founded by Lawrence “Larry” McGowan in 1995. ACM provides advisory services to institutions and individual clients.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Bokeh Capital Partners LLC provides investment advice. The private company is based in Pittsburgh, PA. The company was founded in 2019 by Kimberly Caughey Forrest. Kimberly Caughey Forrest has been the CEO since 2019.

Part of Emerson Electric Co., NeuralWare, Inc. is a supplier and developer of neural network software. The company is based in Pittsburgh, PA. NeuralWare was acquired by AspenTech Corp., part of Emerson Electric Co. from May 17, 2022 on September 04, 1997.

Part of CGI, Inc., Carnegie Group, Inc. provides computer programming and computer consulting services. The company is based in Pittsburgh, PA. Carnegie Group was acquired by Logica North America, Inc. on November 06, 1998 for $32.77 million. The company was founded by Mark S. Fox, Maria Christina Schauman.

Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund.

Tecum Capital Management Inc (Tecum capital) is a private equity firm founded in 2006. The firm is headquartered in Wexford, Pennsylvania.