Edward B. Putnam

Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies.

Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Nottinghill Investment Advisers Ltd. (Nottinghill) is an independent asset management firm headquartered in Cincinnati, Ohio. The firm was founded in 1996 by Douglas McPeek and Russ Stewart. Nottinghill provides investment management services to various individual and institutional clients.

The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Goodwill Industries of Greater New York & Northern New Jersey provides education, training and employment services. Its services include vocational rehabilitation, behavioral health, herring and vision, community, housing, immigrants and refugees, youth and workforce development services. The company was founded in 1962 and is headquartered in Astoria, NY.

St. Elizabeth Healthcare engages in the ownership and operation of hospitals. It specializes in business health services, heart and vascular care, cancer care, hospice, women's wellness, and The Family Birth Place. The company was founded by Henrietta Cleveland in 1861 and is headquartered in Edgewood, KY.

Friends Life Care Partners provides Home care, health and wellness programs and services. The company was founded in 1982 and is headquartered in Plymouth Meeting, PA.

Roper St. Francis Mount Pleasant Hospital provides healthcare services. It offers medical services, research, diabetes treatment, digestive health, emergency services, eye care, home care services, imaging services, rehabilitation services, sleep disorder, palliative care, sports medicine, surgical services, and wound management. The company was founded on November 1, 2010 and is headquartered in Mount Pleasant, SC.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

The Charleston Metro Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and grow. The Chamber of Commerce is based in Charleston, SC.