Dina Tantra

Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.

Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME.

The Women's Fund of Central Ohio is a public foundation that focuses on gender equity. The Women's Fund of Central Ohio is based in Columbus, OH. The non-profit company invests in women and girls through trust-based investments, groundbreaking research, and intersectional advocacy. The company's mission is to transform the lives of women and girls by mobilizing social change. The company has invested over $4.30 million in social change programs that help women and girls build wealth and become leaders. The company was founded in 2001 by Loann Crane, Sally Crane Cox, Ann Pizzuti, Stephanie Hightower, Judy Garel, Jody G. Scheiman, Cathe Chapin Kobacker, Kathy Ransier, Melodee Kornacker, Nancy Jeffrey, Barbara Fergus, Emily Rutherford, Mary Lazarus, Carol Andreae, Sharon Cameron. The CEO is Kelley Griesmer.

Beacon Hill Fund Services, Inc. provided investment banking services. Its services included offered business management, consulting and advice, corporate governance, distribution and principal underwriter, financial administration, investment adviser compliance, and mutual fund compliance. The company was headquartered in Columbus, OH.

Thornburg Income Builder Opportunities Trust is a closed-end management investment company. It seeks to invest directly or indirectly to its managed assets in a broad range of income-producing securities. The company was founded on July 28, 2021 and is headquartered in Santa Fe, NM.

CCO Technology LLC develops technology software to automate repetitive compliance tasks and organize documents. Its products include Securities and Exchange Commission filing manager; compliance calendar; document manager; risk assessment tool; policies and procedures manual; and annual report tool. The company was founded by Bo Howell, Alec Cheung, Dina Tantra, and Mark Baltimore and is headquartered in Cincinnati, OH.