Jud Hennessy

Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts.

F/m Acceleration LLC provides portfolio managers with institutional-grade investment systems, business operations and marketing support services. The firm specializes in boutiques can produce the long-term results that are vital for investors to reach goals and mitigate risk. The company was founded by Alexander Robert Morris in 2019 and is headquartered in Washington, DC.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Vestmark Advisory Solutions, Inc. (VAS) is a SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by David Littleton and Alexander Morris in 2014. They are wholly owned by Vestmark, Inc. VAS provides investment advisory services to institutional clients, inclusive of financial institutions, broker-dealers, registered investment advisors and others who manage their own investors’ accounts or portfolios.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Part of American International Group, Inc., AIG Global Investment Group, Inc. provides investment advisory services. The company is based in New York, NY. The CEO of the company is Win Jay Neuger.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE.