Gail A. Helfrick

BEI Medical Systems Co., Inc. develops and manufactures medical devices. The company was founded by Richard W. Turner in 1991 and is headquartered in Teterboro, NJ.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Part of Boasso Global, Inc., Chemical Leaman Corp. provides bulk transportation services. The company is based in Exton, PA. Chemical Leaman was acquired by MTL, Inc. on August 28, 1998 for $177.80 million.

Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds.

Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.

Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities.

Newedge USA LLC provides brokerage services to institutional investors and fund managers. The firm specializes in bond, currency and commodities trading, derivative products and foreign exchange. The company is headquartered in Chicago

School of Rock LLC owns and operates music schools. It offer music lessons on guitar, bass, piano, vocals, keyboards, drums and combines weekly private music lessons and group band rehearsals to prepare students to take the stage in front of live audiences in an concert settings. The company was founded by Paul Green in 1998 and is headquartered in El Segundo, CA.

The New Jersey Division of Investment (NJDI) is a State-owned pension fund manager headquartered in Trenton, New Jersey. NJDI was founded in 1950 and is responsible for the investment management of the seven public pension systems that comprise the New Jersey Pension Fund and the State of New Jersey Cash Management Fund. The Pension Fund supports the retirement plans of active and retired employees in seven public pension systems: Consolidated Police and Firemen’s Pension Fund, the Judicial Retirement System, the Police and Firemen’s Retirement System, the Prison Officers’ Pension Fund, the Public Employees’ Retirement System, the State Police Retirement System and the Teachers’ Pension & Annuity Fund.

Maxim Partners LLC (Maxim Partners) is a private equity subsidiary of MJR Holdings LLC founded in 2009 by Gregg W. Wilson. The firm is headquartered in Chicago, Illinois.

Prinvest Corp. provides investment services. The private company is based in Washington.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

The National Academy of Recording Arts & Sciences operates recording professionals membership organization. It is an organization of musicians, producers, engineers, and recording professionals that improves the cultural condition and quality of life for music. The firm provides professional development, cultural enrichment, advocacy, education and human services programs. The company was founded in 1957 and is headquartered in Santa Monica, CA.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Pret A Manger (USA) Ltd. owns and operates a chain of restaurants. The company was founded in 1999 and is headquartered in New York, NY.

Redbox Automated Retail LLC provides automated digital video rental services. It rents digital videos through redbox machines and online rentals. The company was founded in 2002 and is headquartered in Oakbrook Terrace, IL.

Be Cause LLC is a private company that focuses on elevating sustainability, change, optimism, impact, and purpose. The company is based in Hinsdale, IL. The company believes that leadership is about serving something bigger than oneself and that the world is changing rapidly. The company aims to make a difference and inspire others to elevate the future. Be Cause was founded in 1999 by Ali Rahimtula, Chris Catalano, and Mats Allan Lederhausen. The CEO of the company is Mats Allan Lederhausen.

E. & J. Gallo Winery, Inc. engages in the production, distribution, and marketing of wines and spirits. Its portfolio includes Apothic, Carnivor, Chateau Souverain, Columbia Winery, Ecco Domani, and Edna Valley Vineyard. The company was founded by Ernest J. Gallo and Julio Gallo on September 22, 1933 and is headquartered in Modesto, CA.

Tilson Financial Group, Inc. (TFG) is an independent, SEC-registered investment advisor headquartered in Watchung, New Jersey. The firm was founded by Robert Tilson in 1991. TFG offers discretionary and non-discretionary investment management services, financial planning and consulting to individuals, pension and profit-sharing plans, trusts, and business entities.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Par Pharmaceutical, Inc. manufactures and markets generic drugs and pharmaceuticals products. It produces drugs for hypertension, inflammation, depression and pain. The firm distributes its products in the semi-solid form of a cream. The company was founded in 1978 and is headquartered in Chestnut Ridge, NY.

Teva Pharmaceuticals USA, Inc. engages in the manufacturing and marketing of generic pharmaceuticals. The firm also provides medical affairs, quality plus safety and trade partner services. The company was founded in 1985 and is headquartered in Parsippany, NJ.

ConvaTec, Inc. engages in the manufacture of medical products and technologies focused on therapies for the management of chronic conditions. It specializes in the wound care, ostomy care, continence and critical care, and infusion devices. The company was founded in 1978 and is headquartered in Bridgewater, NJ.

Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors).

Johnson & Johnson, Inc. provides insurance brokerage services. The company was founded in 1930 and is headquartered in Mount Pleasant, SC.