Richard E Putnam

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

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

OptumInsight, Inc. provides healthcare information technology and consulting services. It offers technology services, information, analytics, business services and consulting to help solve the most important problems clients face across the health system. The firm provides solutions for physicians, hospitals, life sciences companies, government agencies and other organizations that comprise the health care system. The company is headquartered in St. Paul, MN.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

Picwell, Inc. provides health information services. The firm offers Pickwell Medicare and commercial products. Its advisory tool forecasts a consumer's future healthcare needs using lifestyle, behavioral, and financial data, as well as various health claims. The company was founded by Tom Baker, Ani Vemprala, Robert Town and Jonathan Kolstad in 2013 and is headquartered in Philadelphia, PA.

Towers Watson Ltd. provides human capital and financial management consulting services. It also offers actuarial services, advice on employee benefits, human capital strategies, benefits administration, investment consulting, insurance and financial services consulting. The company is headquartered in England, the United Kingdom.

Founded in 2006, Catastrophe Reinsurance Co. is a property/casualty insurance company located in San Antonio, Texas.

United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX.

USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income.

Factory Mutual Insurance Co. provides insurance services. The firm offers claims, impairment, supply chain risk management, project, business risk consulting, site evaluation, appraisal, cargo claims, brokerage and cargo risk engineering services. The company is headquartered in Montreal, Canada.

Affiliated FM Insurance Co. provides property insurance services. It offers risk identification, risk management, and risk improvement. The company was founded on May 6, 1949 and is headquartered in Montreal, Canada.

Committee Encouraging Corporate Philanthropy operates as an only international forum of business leaders. It specializes in social strategies, stakeholders involvements, business strategies, and disaster relief services. The company was founded by Paul L. Newman and Peter L. Malkin in 1999 and is headquartered in New York, NY.

United Way of San Antonio & Bexar County operates as a non-profit organization which helps children, families and individuals. It offers basic needs and helps change lives through strong, well-managed programs. The company was founded in 1940 and is headquartered in San Antonio, TX.

Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI.

USAA Federal Savings Bank is based in San Antonio, TX. Part of United Services Automobile Association, USAA Federal Savings Bank is a federal savings bank. The CEO of the company is Ramana Jonnala.

LifeCare, Inc. provides productivity and employee loyalty solutions. It offers counseling, education and referral, integrated EAP and work/life, backup care connection, financial and legal, seminars and Webinars, homework connection, identity theft, mature workforce, and discount center solutions. The firm serves corporate, government, education, and resellers. The company was founded by Peter G. Burki, Jeffrey A. Burki, and John B. Place in 1984 and is headquartered in Shelton, CT.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

Proove Biosciences, Inc. provides genetic testing services. It engages in the research, investigation and development of patent-protected precision medicine profiles that combine genetic and clinical data into reports to help clinicians individualize medicine selection and dosing for chronic pain. The company was founded by Brian Meshkin in 2009 and is headquartered in Irvine, CA.

Curza Global LLC engages in operation of a small-molecule therapeutics firm. It develops several structurally distinct classes of proprietary drugs focused on infectious diseases and oncology. The company is headquartered in Salt Lake City, UT.

Cancer Treatment Centers of America, Inc. operates cancer treatment hospitals. It offers surgical oncology, chemotherapy, radiation therapy, stem cell transplantation, and photodynamic therapy treatments. The firm provides treatments for bladder, colon, kidney, lung, ovarian, pancreatic, and skin cancer. The company was founded by Richard J. Stephenson in 1988 and is headquartered in Schaumburg, IL.

Leavitt Equity Partners LLC (Leavitt Equity Partners) is a health care focused, value-add investor founded in 2014. The firm is headquartered in Salt Lake City, Utah.

Health Management Associates, Inc. engages in the provision of research and consulting services. It offers health policy, development and analysis, strategic planning and technical assistance, healthcare delivery system development and restructuring, finance and reimbursement strategies, program development and evaluation, regulatory compliance and data analytics services. It serves federal, public and private, health systems, health plans, institutional investors, foundations, and associations. The company was founded by Jay Rosen in 1985 and is headquartered in Lansing, MI.

Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT.

Levine Leichtman Capital Partners, Inc (LLCP) is an Independent Private Equity firm founded in 1984 by Arthur E. Levine and Lauren Beth Leichtman. The firm is headquartered in Beverly Hills.