Michael Iannuzzi

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

Part of JPMorgan Chase & Co., JPMorgan Mutual Fund Group is an open-end investment fund/unit trust. The company is based in New York, NY.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

ID.me, Inc. operates a digital identity platform for veterans, service members and military dependents. The firm enables members to claim exclusive benefits online and in-store from various national brands. The company was founded by Blake M. Hall and Matthew S. Thompson in 2010 and is headquartered in Tyson's Corner, VA.

JPMorgan Trust III is an open-end, management investment company. The company was founded on November 14, 2013 and is headquartered in New York, NY.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

Bronx-Lebanon Hospital Center Health Care System provides health care services. It offers treatment services for asthma, diabetes and infectious diseases. The firm also provides cardiology, dentistry, gastroenterology, neonatology, psychiatry and radiology services. The company was founded in 1962 and is headquartered in Bronx, NY.

The Research Foundation for Mental Hygiene, Inc. provides research services. The company was founded in 1952 and is headquartered in Menands, NY.

Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York.

United Way of New York City diagnoses community challenges, design solutions to expand educational, income, and health opportunities. The company was founded in 2004 and is headquartered in New York, NY.

Third Point LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 1995 by Daniel S. Loeb and is a subsidiary of Third Point LP. Third Point provides discretionary investment advisory services to a variety of domestic and offshore private investment vehicles, single private equity-style fund and a separately managed institutional account.

Milken Institute provides research and analysis services in the areas of economic issues. The private company is based in Santa Monica, CA. Michael L. Klowden has been the CEO of the company since 2001.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

JPMC, Inc. provides computer systems and computer related products and services to small or medium-size businesses and consumer markets. The firm offers a comprehensive selection of computer hardware and peripherals and office products. The company was founded in 1997 and is headquartered in City of Industry, CA.

The Museum of Jewish Heritage operates as a museum. The non-profit company is based in Battery Park City, NY. Jack Kliger has been the CEO of the company since 2020.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.

White Wolf Capital LLC (White wolf) is a private equity firm founded in 2011 by Elie Azar. The firm is headquartered in Miami, Florida.

CEIS Holdings LLC is a holding company that provides human capital solutions through its subsidiaries. The company is based in Miami, FL and has subsidiaries in the United States.

JPMorgan Trust IV operates as an open-end management investment company. The company was founded on November 11, 2015 and is headquartered in New York, NY.

Glilot Capital Investments GP Ltd. (Glilot Capital Partners) is a venture capital firm founded in 2011 by Kobi Samboursky and Arik Kleinstein. The firm is headquartered in Herzliya.