David Musto

Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

ExpertPlan, Inc. provides private label recordkeeping solutions. The firm offers retirement plan solutions and services for companies and organizations. Its services include consulting services, cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans; retirement plan management, administration, and compliance services. The company was founded by Winthrop Cody in 1999 and is headquartered in East Windsor, NJ.

Quicken, Inc. provides a complete line of personal insurance services. The company is headquartered in Menlo Park, CA.

Enverus, Inc. provides data, tools and analytics resources for oil and gas exploration and production companies. The firm offers its products under the categories of exploration and production, land, oilfield services, midstream, financial services, trading and international. The company was founded by Allen Gilmer and Mark Nibbelink in 1999 and is headquartered in Austin, TX.

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

Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT.

Young Adult Institute, Inc. supports people with intellectual and developmental disabilities by creating new opportunities for living, loving, working, and learning. The firm offers YAI international consultancy, family reimbursement, navigating the service system workshops, medical and dental desensitization, day hab without walls and Manhattan recreation services. The company was founded by Bert MacLeech and Pearl Maze MacLeech in February 1957 and is headquartered in New York, NY.

A. B. Boyd Co. manufactures precision-engineered products. Its products include gaskets and markets, custom hoses, aircraft insulation, liquid crystal display and organic light-emitting diode display, components, wound care and medical disposables, adhesive bonding systems, electromagnetic interference and radio-frequency interference shielding, window assemblies, surface protection, custom extrusions, thermal and airflow management, graphic overlay and labels, noise, vibration and harshness, custom moldings, electrical insulation, and metal stamping and fabrication. The company was founded in 1928 and is headquartered in Modesto, CA.

Output Services Group, Inc. provides electronic billing, e-statements, and payment services. It develops marketing programs using the invoice package and printing. The firm offers services to the communications, media, financial services, home comfort, credit unions, utilities and maintenance, healthcare, government, collection, and property management industry. The company was founded by Michael Bonagura and Karl Kaplan in 1992 and is headquartered in Ridgefield Park, NJ.

CGI JCF, Inc. provides insurance brokerage services. The company was founded in 1920 and is headquartered in Harrisburg, TX.

ARK Group Ltd. provides business information including information management, legal and finance and risk through publications and online database. It specializes in events, publications, books, conferences, information, training and journals. The company was founded in 1995 and is headquartered in London, the United Kingdom.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Validus Reinsurance Ltd. provides reinsurance services. It offers property catastrophe, per risk, marine and energy, retrocession, and specialty short-tail lines of reinsurance. It also provides property pro rata, aviation and satellite, war risk, terrorism, and workers' compensation catastrophe services. The company was founded in December 2005 and is headquartered in Hamilton, Bermuda.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

Matrix-Data Ltd. provides customer and business intelligence solutions to the financial services sector. It has developed customer, channel and market benchmarking solutions that help clients optimize product distribution and improve marketing effectiveness to drive revenue growth. The firm offers intelligence solutions that include finanicial intermediary database, NetFinder ICT database, Matrix Investor database and Property value database. The company was founded in 1985 and is headquartered in London, the United Kingdom.

Palomar Specialty Insurance Co. provides underwriting of residential and commercial earthquake insurance services. It seeks to increase the number of options for homeowners and businesses seeking earthquake insurance. The company was founded by David McDonald Armstrong in February 2014 and is headquartered in La Jolla, CA.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Rivo Software Ltd. provides cloud-based environmental, health, safety and risk management software. Its software is used in audits & inspections, actions & remediation, risks, training & competence, compliance, monitoring & testing, analytics and mobile applications. The company was founded on September 14, 2001 and is headquartered in Warwick, the United Kingdom.

The American Society of Pension Professionals & Actuaries operates as an association for career retirement and pension plan professionals. It offers examination-based professional credentials. The company was founded by Carl Duncan in 1966 and is headquartered in Arlington, VA.

Blossom Financial Services, Inc. provides retirement plan solutions. The firm offers plan administration and recordkeeping, investment advisory, integrated payroll, participant education, and plan installation services. The company was founded in 1967 and is headquartered in Peoria, IL.

WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom.

The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

CoAdvantage Corp. engages in the provision of human resources solutions. It includes payroll processing, benefits, risk management and compliance, human resources administration, recruitment services, and partner programs. The company was founded in 1997 and is headquartered in Tampa, FL.

RIA in a Box LLC provides compliance business consulting services. The firm focuses on registration and ongoing compliance for registered investment advisory firms at both the state and SEC levels. Its services include distinction and loss statements, change sheets, broad ledgers and contract journals using QuickBooks to emanate and sustain the inner books vital to encounter state and SEC correspondence standards. The company was founded in 2005 and is headquartered in New York, NY.

Part of Deutsche Börse AG, Intelligent Financial Systems Ltd. is a British company that provides real-time and historical market data analysis services. The company is based in Kent, UK. The company was founded in 1995. Intelligent Financial Systems was acquired by Asset International, Inc., part of Deutsche Börse AG from January 31, 2019 on May 05, 2015.

Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY.

Strategic Insight Holdings, Inc. operates as early stage development company. The company is headquartered in San Francisco, CA.

Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009.

Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny.

JXP MGMT LLC (Juxtapose) is a venture capital firm founded in 2015 by Jed Cairo and Patrick Chun. The firm is headquartered in New York.

GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA.

Part of Strategic Insight Holdings, Inc., Asset International Financial Information UK Holdings Ltd. functions as an investment holding company. The company is based in London, UK.

Nimble Solutions, based in Chesterfield, MO, is a national healthcare revenue cycle management company that specializes in servicing ambulatory surgery centers and their affiliated surgeons. Nimble Solutions' combination of ASC expertise, analytics, and highly skilled revenue cycle experts allows the company to deliver industry-leading results for its clients. The company provides its clients with industry insights, education, and analytics to enable them to make the best business decisions possible. Nimble Solutions performs all revenue cycle functions and offers a range of services to help surgery centers maximize revenue and cash flow. The company was founded in 2003 by Lisa Rock, and Nader Samii has been the CEO of the company since 2010.