Tuan Palmer

Heartport, Inc. develops systems and procedures for heart surgery. The company's technologies allow surgeons to perform a wide range of less invasive open-chest and minimally invasive heart operations, including stopped heart and beating heart procedures. Heartport was founded in 1991 and is headquartered in Redwood City, CA.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

LaunchPoint Technologies, Inc. provides engineering services. The firm engages in incubating startups, developing new technologies, and providing sophisticated engineering services. The company was founded by David Paden, Brad E. Paden, and Alvin R. Paden in 1992 and is headquartered in Goleta, CA.

Transworld Investment Holdings LLC operates as an investment holding company. The company was founded in 2018 and is headquartered in Lake Forest, IL.

Clearlake Capital Group LP (Clearlake Capital) is a private equity firm founded in 2006 by Steven Chang, Behdad Eghbali and Jose Feliciano. The firm is headquartered in Santa Monica, California.

Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Part of Tango Private Investments LLC, TPx Communications Co. is a telecommunications company. The company is based in Austin, TX.

Atia Vision, Inc. provides medical device services. The company was founded in 2012 and is headquartered in Campbell, CA.

Lexington Biosciences Holdings Corp. engages in the development and commercialization of non-invasive cardiovascular health monitoring products to allow predictive diagnosis of future cardiovascular events. The company was founded by Bradley Hoeppner on April 12, 2016 and is headquartered in Vancouver, Canada.

Sony Pictures Entertainment, Inc. produces movies and television shows. Its global operations encompass motion picture production, acquisition, and distribution; television production, acquisition, and distribution; television networks; digital content creation and distribution; operation of studio facilities; and development of new entertainment products, services and technologies. The company is headquartered in Culver City, CA.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Castle Capital (Castle Capital) is a private equity firm founded in 2015. The firm is headquartered in Los Angeles, California.

PEC Safety Operations LLC operates as a risk-management firm. It provides technology-enabled contractor management services for reporting and measuring contractor risk, safety, and compliance information to owner clients. The firm also develops and offers standardized safety training programs for workers high-risk industries. The company was founded by Charlie Carr in 1993 and is headquartered in Mandeville, LA.