Dan O'Brien

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

LCM Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and wealth manager headquartered in Chicago, Illinois. The firm was co-founded by John Nowicki and Gary Wozny in 1998. LCM provides investment advisory services through ongoing supervisory management for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations and corporations on a discretionary basis.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Barrington Research Associates, Inc. (Barrington Research) is a full-service investment firm and broker-dealer headquartered in Chicago, Illinois. The firm was founded by Alex P. Paris in 1983. Barrington Research provides investment research, institutional sales & trading, corporate & executive services, investment banking and asset management services to institutional and corporate clients.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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

University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Chicago Community Trust provides charity services. It offers services to organizations such as social services agencies, schools, health centers, museums and theaters in the Chicago area. The firm provides charitable resources in the arts and culture, basic human needs, community development, education and health sectors. The company was founded in 1915 and is headquartered in Chicago, IL.

New Paradigm Resources Group, Inc. provides research and strategic consulting services. The firm offers client consulting, analytical research and service provider research. The company was founded by Terry Barnich and Craig Clausen in 1993 and is headquartered in Chicago, IL.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients.

Butler's Pantry provides catering services. Its events include weddings, and holiday celebrations. The firm also offers entertainment, security, audio visual and lighting and janitorial services. The company was founded by Bergin Eileen, Anita Nix, Richard L. Nix, Sr. and Richard L. Nix, Jr. in 1966 and is headquartered in St. Louis, MO.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions.

Mesirow Financial Private Equity, Inc. (Mesirow Financial Private Equity) is a private equity subsidiary of Mesirow Financial Holdings, Inc. founded in 1982. The firm is headquartered in Chicago, Illinois.

Ferrara Candy Co., Inc. manufactures and supplies gummy, chewy, and hard candy. It operates through the following brand names: Black Forest Organic, Trolli, Now and Later, Brachs, Bobs, RedHots, LemonHead, Sathers, JujyFruits, Boston Baked Beans, Atomic FireBall, Jase Busters, Chuckles, Rain Blo, Super Bubble, and Fruit Stripe. The company was founded in 1908 and is headquartered in Oakbrook Terrace, IL.

Founded in 2000 by John Abbott, 451 Research LLC is a technology-industry syndicated research and data firm focused on the business of enterprise IT innovation. The firm is headquartered in New York City. 451 Research is a division of The 451 Group, a leading global analyst and data company. 451 Research's market-segment coverage is focused, organized and delivered through comprehensive Practice Areas available via subscription. These areas include: CloudScape (CS), Eco-Efficient IT (ECO-IT), Eco-Efficient IT (ECO-IT), Enterprise Security (ESP), Internet Infrastructure Services (IIS), Infrastructure Computing for Enterprise (ICE), Information Management (IM) and Multi-Tenant Datacenter (MTDC).

Surgical Innovation Associates, Inc. develops medical and surgical devices for surgical procedures. The company is headquartered in Chicago, IL.

The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois.

Part of Steiner Leisure Ltd., Ideal Image Development Corp. provides aesthetics and wellness services. The company is based in Tampa, FL. Sharon M. Leite has been the CEO of the company since 2023.

Carved LLC makes wooden cases and covers for cell phones. It offers front and back skins for the iPhone 4, iPad 2 and kindle fire. The company was founded by John and Grant in 2011 and is headquartered in Elkhart, IN.