Larry Adam

Atlas Wealth LLC provides investment advice. The private company is based in Cincinnati, OH. Kyle Gearhart has been the CEO of the company since 2022.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).

Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL.

WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California.

Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund.

Tait Weller & Baker LLP is an accounting and advisory firm with over 100 years of experience. The private company is based in Philadelphia, PA. The company aims to create opportunities for their clients and people.