Felix Ruess

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.

Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA.

Demandbase, Inc. operates as a platform for business to business marketers. The firm provides business to business marketing cloud services, advertisement, measurement, personalization, conversion, and consulting services. The company was founded by Christopher J. Golec in 2007 and is headquartered in San Francisco, CA.

Stonebridge Partners LLC (Stonebridge Partners) is a private equity firm founded in 1986. The firm is headquartered in White Plains, New York.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

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

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Schroder Adveq Management AG (Schroder Adveq Management) is a private equity subsidiary of Schroders Plc. The firm was founded by Bruno Raschle in 1997 and is headquartered in Zurich, Switzerland.

Daimler Financial Services AG provides leasing and financial services. It offers financial services by providing tailor-made leasing and financing solutions to promote the vehicle sales of the DaimlerChrysler group’s brands worldwide. The firm’s products are offered to financial services for dealerships, commercial fleet management, the procurement of automotive insurance solutions, banking services, and mobility services like car2go. The company is headquartered in Stuttgart, Germany.

The National Petroleum Council operates as a council for national petroleum. The private company is based in Washington.

Unruly Group LLC provides mobile video advertising services. It offers video ad units, tablet ad units, display ad units, rich media ads and interactivity options. The company was founded in 2005 and is headquartered in San Francisco, CA.

Catholic Charities CYO provides social services. It offers support to families in crisis, single parents, the homeless, the elderly and people living with HIV/AIDS. The company was founded in 1907 and is headquartered in San Francisco, CA.

Detecon, Inc. provides technology management and consulting services. It serves enterprises, service providers, and government entities in the U.S., Europe, Asia, and Africa. The company was founded in 1998 and is headquartered in San Francisco, CA.

Diffferent GmbH is a German company that provides integrated marketing communications services. The company is based in Berlin, Germany and has subsidiaries in Germany. The CEOs are Erwin Greiner, Kristina Bonitz, Alexander Kiock. The private company was founded in 1997.

True Capital Management LLC (TCM) is a wealth management firm headquartered in San Francisco, California. The firm was founded by Doug Raetz and Heather Goodman in 2006. They were acquired in 2023 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. TCM provides individualized investment supervisory services, financial planning and consulting, and banking services. Their clients span the globe primarily within the sports and entertainment industries. In addition, the firm’s services are also well suited for ultra-high net worth individuals and families.

Dominari Securities LLC (DS) is a dually registered investment advisor and securities broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS typically acts as the introducing broker for transactions effected for clients’ advisory accounts.

Your Capital, Inc. provides financial solutions to individuals to help them make informed decisions about their financial well-being. The private company is based in New York, NY. The company uses modern portfolio theory to recommend a well-diversified portfolio of ETFs tailored to the client's investment objectives. The company also offers retirement planning services, including a dashboard service that allows clients to perform portfolio health checks and review recommendations for the ETFs and mutual funds they own.

PandaDoc, Inc. develops a cloud-based document management software. It specializes in sales automation, digital signage, contract management, workflow automation, contact and document management. The company was founded by Mikita Mikado and Sergey Barysiuk in 2011 and is headquartered in San Francisco, CA.

CMS LEGAL SERVICES EEIG /EWIV engages in the coordination of CMS member firms, who's services include national and international commercial law, tax advisory, and notary services. The company was founded in 1999 and is headquartered in Frankfurt, Germany.

Force Over Mass Capital LLP (Force Over Mass Capital) is a venture capital firm founded in 2013 by Martijn de Wever. The firm is headquartered in London.

Founded in 2014, Motu Ventures Management GmbH is a venture capital firm headquartered in Berlin.

Green Bay Advisors LLC (Green Bay Ventures) is a venture capital firm founded in 2012 by Richard Kramlich and Anthony Schiller. The firm is headquartered in San Francisco, California.

Type One Ventures LLC (Type One Ventures) is a venture capital firm founded in 2019 by Tarek Waked. The firm is headquartered in the Malibu, California.

Virtual Technologies Group LLC specializes in providing cloud migration services and solving IT problems for businesses. The company is based in Maumee, OH and was founded in 1962. The company prioritizes information security and offer holistic technology solutions that utilize effective communication tools to drive business success. Dean J. Marsh has been the CEO of the company since 2023.

Jacmel Growth Partners Management LLC (Jacmel Growth Partners) is a private equity firm founded in 2015 by Nick Jean-Baptiste. The firm is headquartered in Brooklyn, New York.

SemperVirens Ventures LLC (SemperVirens Ventures) is an independent venture capital firm founded in 2018 by Robby Peter. The firm is headquartered in San Mateo, California.