Michael Herman

Chattem, Inc. engages in the manufacture of over-the-counter health and beauty care products. It makes anti-dandruff shampoos, medicated skin care, topical pain care, oral care and internal over-the-counter products. The firm distributes its products to mass merchandisers, drugstores and food retail channels. The company was founded by Zeboim Cartter Patten on February 21, 1879 and is headquartered in Bridgewater, NJ.

Vertical Communications, Inc. engages in the provision of communication platforms and applications. It offers Vertical, Mitel, and 8X8 products. It serves retail, automotive, healthcare, and hospitality indsutry. The company was founded by William Y. Tauscher and Peter H. Bailey in 1982 and is headquartered in Santa Clara, CA.

Perkins Fund Marketing LLC provides alternative investment marketing services.

Fontainebleau Resorts LLC engages in the operation of resorts and hotels. It offers guestrooms, junior suites, specialty suites, amenities, casual dining, mixology, in-room amenities, and spa. The company was founded by Jeffrey Soffer and Glenn Schaeffer in 2005 and is headquartered in DE.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

AccentHealth LLC operates as a patient-education media company. It serves medical practitioners nationwide. The firm offers in-office patient engagement solutions with a network of printed health panels, interactive services, sampling and distribution programs. The company was founded by Richard E. Ruth in 1995 and is headquartered in Tampa, FL.

Frontiervision Partners LP owns and operates cable television broadcasting services. It offers digital cable television, high speed data, Internet access, paging, and telephony services in New England, Ohio, and Kentucky. The company was founded in 1995 and is headquartered in Denver, CO.

TAC Partners Inc (TAC Partners) is a private equity firm founded in 1986 by James F. Wade and David D. Croll. The firm is headquartered in Boston, California.

American Express Business Finance Corp. provides capital and leasing solutions. It offers on-line end-to-end business financing fulfillment services for specific equipment purchases and for general corporate purposes. The firm provides small-ticket leases for computers, telecommunications and office equipment, hospitality and food service items. The company is headquartered in New York, NY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

Turnberry Associates, Inc. provides real estate development and property management services. Its services include development, sales and marketing, consulting, property and asset management, accounting and financial reporting, revenue management, leasing, tenant representation and coordination, and integrated marketing. The firm develops and manages commercial and residential real estate. The company was founded by Donald Soffer in 1967 and is headquartered in Aventura, FL.

Champlain Bank Corp. operates as a bank holding company. The company is headquartered in Willsboro, NY.

Shenandoah Life Insurance Co. provides various individual and group insurance services. Its insurances include accident, dental, disability, homeowners, life and annuities. The firm provides services to various segments such as woman, senior citizens and families. The company was founded in 1916 and is headquartered in Roanoke, VA.

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

2econd Stage Theatre produces an adventurous range of premieres, musicals, bold new interpretations of contemporary plays and unique theatrical experiences. The company was founded by Carole Rothman and Robyn Goodman in 1979 and is headquartered in New York, NY.

Direct Selling Association of Australia, Inc. operates as a form of retail in which products and services are marketed directly to consumers. The firm’s products include cosmetics, fragrances, skincare, personal care, jewellery, fashion accessories, clothing, food supplements, nutritional supplements, health foods, weight management products, fitness, aromatherapy, magnetic therapy products, therapeutic massage equipment, water filters and air purification system, wines, kitchenware, homewares, manchester, furnishings, decor, candles, cleaning products and systems, books, toys, gifts, arts and crafts, photo albums and educational materials. It offers telecommunications and energy services. The company was founded in 1973 and is headquartered in Kogarah, Australia.

Berkshire Investments LLC manufactures extruded brass shapes, rod, bar and precision components. The company is headquartered in Chicago, IL.

Part of The Toronto-Dominion Bank, Cowen Holdings, Inc. is a capital pool company. The company is based in New York, NY.

Founded in 1929, Merrill Lynch Europe Ltd. is a holding British company that is part of Bank of America Corp. The company is based in London, UK.

South Carolina Coastal Conservation League, Inc. is a non-profit organization which works to protect the threaten resources of the South Carolina coastal plain. The company was founded by Dana Beach in 1989 and is headquartered in Charleston, SC.

S.P. Norman & Co. LLC engages in the provision of governance advisory services. It offers advices to board chairmen, general counsels, corporate secretaries, and committees on the establishment of effective governance practices for board of directors. The company is headquartered in Rye, NY.

Part of Beacon Pointe Advisors LLC, Essex Asset Management LLC is a company that provides investment management services. The company is based in Vero Beach, FL. Essex Asset Management was acquired by Beacon Pointe Advisors LLC on December 31, 2020.

OurCrowd Management Ltd (OurCrowd) is a venture capital firm founded in 2013 by Jonathan Medved and Steven Blumgart. The firm is headquartered in Jerusalem, Israel.

SVB Investment Services, Inc. (SVBIS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2013 as SVB Wealth Advisory, Inc. and updated their name to SVB Investment Services, Inc. in 2022. They are a wholly owned subsidiary of Silicon Valley Bank, owned by SVB Financial Group (NASDAQ: SIVB). SVBIS provides discretionary and non-discretionary investment management services and wealth planning for their clients, who are visionaries and influencers in the innovation economy with investable assets and possibly illiquid assets.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

CPI (New York) operates as an employment agency. The private company is based in New York, NY. The company was founded by Brian O'Callaghan. Brian O'Callaghan has been the CEO since incorporation.

Fontainebleau Development LLC provides real estate development services. It has an array of hospitality, retail, residential commercial, and luxury service assets. The company was founded by Jeffrey Soffer and is headquartered in Aventura, FL.

Autism Impact Fund (AIF) is a venture capital firm founded by Christopher Male and Christopher Male in 2020. the firm is headquartered in Orlando, Florida.