Jason Johnson

Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.

Stevens First Principles Investment Advisors (SFP) is an independent investment advisory firm headquartered in Irvine, California. Founded in 1986, the firm provides investment and portfolio management, financial counseling and planning to individuals, families, trusts, retirement plans, and endowments.

Kabani & Co., Inc. provides accounting services. Its services include audits, assurance, tax compliance and advisory services. The company is headquartered in Los Angeles, CA.

Part of Specialty Commerce Corp., American Healthcare Institute provides continuing education seminars and conferences for nurses. The company is based in Silver Spring, MD. American Healthcare Institute was acquired by Specialty Commerce Corp. on September 14, 1999.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

National Cancer Institute provides healthcare services. It specializes in different cancer treatment such as adrenocortical carcinoma, anal cancer, appendix cancer, skin cancer, breast cancer, cardiac tumors, endometrial cancer, and gallbladder cancer. The company was founded in March 1937 and is headquartered in Bethesda, MD.

American College of Healthcare Executives operates as a professional society of healthcare executives. The company was founded in 1933 and is headquartered in Chicago, IL.

Froedtert & Medical College of Wisconsin provides health services. Its services include trauma care, cancer treatment, transplants, sports medicine, and senior care. The company is headquartered in Milwaukee, WI.

Rush University Medical Center engages in the provision of health care services. The company was founded in 1972 and is headquartered in Chicago, IL.

The Metropolitan Milwaukee Association of Commerce (MMAC) is an organization that aims to bring job creators to the region and help local companies expand. The MMAC is based in Milwaukee, WI. The non-profit company offers talent solutions throughout Southeastern Wisconsin and strive to improve the area as a place to invest capital, grow business, and create jobs.

Froedtert Hospital operates as a hospital. The firm offers treatment for cancer, diabetes, endocrinology, fertility, gastroenterology, plastic surgery, sleep disorder, and heart diseases. The company is headquartered in Milwaukee, WI.

United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI.

Wisconsin Hospital Association operates as a voluntary health organization. The private company is based in Madison, WI. Eric Borgerding has been the CEO of the company since 1992.

Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA.

Part of Green Planet Group, Inc., Easy Staffing Services, Inc. is a company that provides industrial staffing services. The company is based in Scottsdale, AZ. The company was founded by Clifford Bond Blake. Easy Staffing Services was acquired by Lumea, Inc. on March 17, 2009 for $10.70 million.

Part of Froedtert & the Medical College of Wisconsin, Froedtert Health, Inc. operates hospitals. The company is based in Milwaukee, WI. Catherine A. Jacobson has been the CEO of the company since 2010.

Collaborative Fund (Collaborative Fund) is a Venture Capital firm founded in 2010 by Craig Shapiro. The firm is headquartered in New York.

Pacific Alternative Asset Management Co. Asia Pte Ltd. (PAAMCO Asia) is a hedge fund manager headquartered in Singapore. The firm was founded in 2006 and is a subsidiary of PAAMCO Prisma LLC, ultimately owned by Pholdings LLC in the US. PAAMCO Asia offers alternatives solutions on behalf of institutional investors.

Mercy Health owns and operates healthcare facilities. It offers anticoagulation and medication management, bariatrics and wealth management, behavioral and mental health, blood cancer center, breast health, cancer care and oncology, clinical trials and research, colon and rectal surgery, dermatology, diabetes care and endocrinology, ear, nose and throat, emergency care, gamma knife surgery, gastrointestinal, liver and pancreas center, heart care and cardiology, imaging and laboratory services, lung and respiratory care, neurology and stroke care, occupational health, orthopaedics and sports medicine, osteoporosis and bone health, pain medicine, palliative care and hospice, plastic and reconstructive surgery, primary care and family medicine, rehabilitation and therapy, robotic surgery, sleep center, vascular and endovascular surgery, and wound care. The company was founded in 1986 and is headquartered in Cincinnati, OH.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Vizient, Inc. engages in the provision of healthcare performance improvement services. Its offers clinical-supply integration, service line success, and quality and accountability performance management. The company was founded in 2015 and is headquartered in Irving, TX.

The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA.

Biotech Group Acquisition Corp operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was on January 19, 2022 and is headquartered in Irvine, CA.