Kevin Tice

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.

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans.

Hayneedle, Inc. owns and operates online retail stores of home furnishings and lifestyle products. Its brands include heyneedle.com, specialty stores and plumstruck. The company was founded by Douglas S. Nielsen, Mark D. Hasebroock and Julie E. Mahloch in 2002 and is headquartered in Omaha, NE.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Insight Venture Management LLC (Insight Venture Partners) is a private equity/ venture capital subsidiary of Insight Holdings Group LLC founded in 1995 by Jeffrey L. Horing and Jerry Fred Murdock. The firm is headquartered in New York.

Workforce Software LLC engages in the provision of workforce management software services for organizations. Its solutions include forecasting and scheduling, time and attendance, crew management, advanced scheduler, absence compliance tracker, analytics, fatigue management, and data capture. It serves energy utilities, financial services, healthcare, higher education, hospitality, K-12 school districts, manufacturing, petrochemical and refining, public sector, and retail industries. The company was founded by Kevin Choksi, Kathy Cannon, and Michael John Knister in 1999 and is headquartered in Livonia, MI.

Branding Brand, Inc. develops and provides mobile e-commerce sites and applications. It caters to clients from the food and beverage, apparel, cosmetics, technology, and automotive markets. The firm’s products include interactive multimedia catalogs, video libraries, social media integration, and push notifications. The company was founded by Christopher G. Mason, Joey Rahimi, and Christina L. Koshzow in 2008 and is headquartered in Pittsburgh, PA.

SMS Assist LLC provides multisite property management services. It offers a suite of property management benefits including leveraged pricing of products and services, risk indemnification, real-time services validation, instant invoicing, automatic service audits, and data analysis. The company was founded by Michael Rothman in 1999 and is headquartered in Chicago, IL.

Achieve3000, Inc. engages in the provision of web-based learning solutions. It offers various solutions such as kidbiz3000, teenbiz3000, empower3000, spark3000 and escience3000. The company was founded by Saki Dodelson and Susan Gertler in 2000 and is headquartered in Red Bank, NJ.

Turnitin LLC engages in the development of anti-plagiarism software. Its products include Turnitin feedback studio, revision assistant and scoring engine, iThenticate and writeCheck. The company was founded by John M. Barrie, Max-Emmanuel Briand, Melissa Lipscomb, and Christian Storm in 1998 and is headquartered in Oakland, CA.

Eagle Parent Holdings LLC provides investment services. The company is headquartered in New York, NY.

Pluralsight Holdings LLC provides online training for information technology and hardcore software developers. The company is headquartered in Farmington, UT.

Kellstrom Aerospace Group, Inc. manufactures and supplies aviation parts. The private company is based in Davie, FL. The CEO of the company is Oscar Torres.

Zyme Holdings, Inc. functions as an investment holding private company. The company is based in Redwood Shores, CA. The CEO of the company is Chandran Sankaran.

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

Triumph Accessory Services-Grand Prairie provides engine and airframe accessory services to the aviation industry. The firm provides servicing to gearboxes, pneumatic starters, valves & drive units, hydraulic actuators, electric generator products, and bearings. The company was founded in 1982 and is headquartered in Grand Prairie, TX.

Dynamic Precision Group, Inc. manufactures complex machined and fabricated assemblies. Its products include actuation rings, augmentor module components, casing, casting, combustion liners, flanges, frame assemblies, nozzle supports, shafts and seals. It offers its products to aerospace, defense and power generation markets. The company was founded in 1951 and is headquartered in Stuart, FL.

Astronics AeroSat Corp. develops aviation communications solutions. It provides broadband connectivity and television services. The company was founded by Richard B. Anderson and Michael J. Barrett and is headquartered in Manchester, NH.

Kellstrom Aerospace LLC provides aircraft parts inventory services. The company was founded on July17, 2002 and is headquartered in Roselle, IL.

Turbocombustor Technologies, Inc. manufactures aerospace products and parts.

Kellstrom Commercial Aerospace, Inc. supplies aircraft parts. It offers services to its clients that includes aircraft parts distribution, inventory management services, aftermarket parts, repair management services, and sunset fleet solutions. The company is headquartered in Davie, FL.

Global Jet Capital, Inc. provides financing solutions for the private aircraft market. Its services include operating and financial leases, interim leases, mortgage loans and mezzanine and progress payment financing. The firm offers asset based structured financing services for private aircraft operators. Its clients include ultra-high-net-worth individuals, corporations and governments. The company was founded in 2014 and is headquartered in Boca Raton, FL.

Belcan LLC engages in the provision of engineering, technical, and consulting, and services. The firm also offers technical recruiting and IT services. It serves the aerospace, defense, automotive, government, and industrial industries. The company was founded by Ralph G. Anderson in 1958 and is headquartered in Cincinnati, OH.

AE Materials Group, Inc. provides new parts and surplus materials to airlines, MROs, and lessors. It also offers repair and overhaul and other technical services. The company was founded on October 23, 2015 and is headquarters in Miami Lakes, FL.

Turbocombustor Technology, Inc. manufactures precision machined components for gas turbines. The company is headquartered in Stuart, FL.