Karen Reeves Peek

Part of KeyCorp, McDonald & Co. Investments, Inc. is a company that provides investment advisory, investment banking, and brokerage services. The company is based in Cleveland, OH. McDonald & Co. Investments was acquired by KeyCorp on October 26, 1998 for $584.77 million.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Woodmont Investment Counsel LLC (Woodmont) is a registered independent wealth management firm headquartered in Nashville, Tennessee. The firm was co-founded by Paul H. Kuhn in 2000. Woodmont provides investment solution for families, institutions, and endowments/foundations.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Founded in 1999, Brentwood Capital Advisors LLC is an independent investment bank and registered broker-dealer located in Franklin, Tennessee.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

REACH Health, Inc. provides telemedicine software solutions for hospitals. It specializes in developing and providing interactive physician-to-patient access. The firm offers clinical and administrative solutions including clinical widgets, workflow, care settings, performance analytics and professional services. The company was founded by Grant Kohler and David C. Hess in 2003 and is headquartered in Alpharetta, GA.

Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.

Nashville Entrepreneur Center is a non-profit organization that serves as the center for entrepreneurship in Nashville, TN. The private company supports entrepreneurs from all backgrounds and industries by connecting them to critical resources and championing their desire to change the world. The company was founded in 2010 by business leaders who wanted to support the next generation of entrepreneurs and to celebrate the spirit and tenacity of the entrepreneurial community. Sam Davidson has been the CEO of the company since 2023.

Friends of Warner Parks operates as a non-profit organization specializing in preservation, protection, and stewardship of Percy ad Edwin Warner Parks. Its programs include environmental education, bird information, research and data, special work, education and trails, camp warner park, and people exploring nature. The company is headquartered in Nashville, TN.

Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI.