Ronald Connolly

Glenmede Investment Management LP (GIM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm is a successor to Glenmede Advisers and presently a division of Glenmede Trust Co. NA, which was created in 1956 by four children of Joseph N. Pew, the founder of Sun Oil Company. Their ultimate parent is Glenmede Corp. Founded in 2007, GIM provides a discretionary investment service to institutional investors. In addition, the firm serves as sub-advisor to high-net-worth individuals who are wealth management clients of Glenmede Trust. GIM also offers its investment advisory services to clients of Wrap Sponsors.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Allspring Global Investments (UK) Ltd. (Allspring UK) is an asset management and holding firm headquartered in London, UK. The firm was founded by Ross Pamphilon in 1999. Prior to November 1, 2021, the firm was known as Wells Fargo Asset Management (International) Ltd. Allspring UK provides investment advisory and portfolio management services to institutional clients.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Neuberger Berman Investment Advisers, Inc. (NBIA) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted its present name on January 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ.

Omicron Development LLC provides information technology consulting services. It offers add-in products and consulting services for Microsoft SharePoint, Office 365 and OSISoft PI System environments. The company was founded in 1987 and is headquartered in Cherry Hill, NJ.

Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

British Credit Trust Holdings Ltd. engages in the provision of consumer credit services. Its products include car, personal, homeowner, and home improvement loans. The company was founded on July 14, 1994 and is headquartered in Reading, the United Kingdom.

Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York.

YL Ventures LLC (YL Ventures) is a venture capital firm founded by Yoav A.Leitersdorf,John G.Quigley in 2007.The firm is headquartered in Mill Valley,california.

Unity Technologies SF engages in design and development of a platform for three-dimensional (3D), virtual reality, and augmented reality games and applications. It offers solutions for different industries including games, film, animation, cinematic, automotive, gambling, architecture, engineering, and construction. The company was founded by Nicholas Peter Francis, David Helgason, and Joachim Ante in 2001 and is headquartered in San Francisco, CA.

Malwarebytes, Inc. provides disinfection and protection solutions to combat harmful Internet threats. Its products and services include Malwarebytes for Teams; Endpoint Protection; Incident Response; Endpoint Protection and Response; Endpoint Security; and Malware Remove Service. The company was founded by Marcin Kleczynski and Marcus Chung in 2008 and is headquartered in Santa Clara, CA.

NowSecure, Inc. provides products for mobile device security. It protects against and provide visibility into leaky applications, avoidable risks, and behavioral monitoring of mobile artifacts. The frim's solutions include mobile application security, incident response, endpoint risk, compliance, and government. The company was founded by Chee-Young Kim and Andrew Hoog in 2009 and is headquartered in Oak Park, IL.