James Mark Wright

Hoenig Group, Inc. provides securities brokerage services to banks, insurance companies, mutual finds, and other institutional investors. It sells economic research and market analysis to third-party investment managers. It operates its business through its subsidiaries. The company was founded by Ronald H. Hoenig, Max H. Levine, and Paul Strock in 1970 and is headquartered in Rye Brook, NY.

New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

NYFIX, Inc. provides electronic trading solutions. It provides value-added informational and analytic services and powerful tools for measuring execution quality. The company is headquartered in New York, NY.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Integral Development Corp. provides software solutions to banks and other financial institutions. Its products include Integral SEF, InvestorFX, FX Grid, and TrueFX. Integral’s private, customer-branded trading solutions are managed and operated over Integral’s FX Grid, a global inter-institutional connectivity and trading network, linking market making banks to FX market participants. The company was founded by Viral Tolat and Harpal S. Sandhu in 1993 and is headquartered in Palo Alto, CA.

Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients.

IEX Group, Inc. operates an online trading platform for registered broker dealers. It operates as equity trading venue owned by a consortium of buy-side investors, including mutual funds, hedge funds, and family offices. The firm provides balanced marketplace via simplified market structure design and cutting-edge technology. It also offers a fair-access platform to broker dealer. The IEX ATS is a fully automated electronic order book for orders to buy and sell national market system equity securities with a continuous, automated matching function. The company was founded by Ronan Ryan, Bradley Katsuyama, Robert Park and John Schwall in 2012 and is headquartered in New York, NY.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

SenaHill Investment Group LLC (SenaHill Investment) is a Venture Capital subsidiary of SenaHill Partners LP founded in 2013. The firm is headquartered in New York.

Olmstead Associates, Inc. engages in consulting, staffing, training and recruiting firm focusing on the securities industry and supporting clients throughout the U.S. and overseas. Its services include advisory , execution and professional development services. The company was founded in 1994 and is headquartered in Boston, MA.

Global Military Marketing, Inc. provides food products to military patrons. The company was founded by Paul F. Stagner and Kim S. Stagner in 1996 and is headquartered in Gulf Breeze, FL.

Executive Networks, Inc. provides peer networking services. The private company is based in San Francisco, CA and has subsidiaries in the United States. The company was founded in 2003 by Michael Dulworth, who has been the CEO since 2003.

Schwab Capital Markets LP provides security brokerage services. The company is headquartered in Piscataway, NJ

Ditch Plains Capital Management LP provides investment advice. The private company is based in Manhasset, NY. The company was founded in 2014 by Mark Anthony Varrichio. Mark Anthony Varrichio has been the CEO since 2014.

Skylands Capital LLC (Skylands) is an independent registered investment advisor and hedge fund manager headquartered in Milwaukee, Wisconsin. The firm was founded by Charles Paquelet in 2004. Skylands provides investment advisory services to separate accounts and private investment funds. The firm also manages accounts for high-net-worth individuals, corporations or other business entities, trusts, estates, charitable institutions and pension and profit sharing plans.

ParkerGale LLC (Parkergale) is a private equity firm founded in 2014. The firm is headquartered in Chicago, Illinois.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Part of Woodbridge Co. Ltd. /New/, Quotron Systems, Inc. is a company that provides information retrieval services. The company is based in New York, NY. Sam Stark has been the CEO of the company since 2014.

Integration Technologies Group, Inc. develops and provides information technology systems and services. It supports federal, commercial, and non-profit organizations over a global client base. The firm also provides software products, presentation graphics, accessibility solutions, and custom engineering. The company was founded in 1984 and is headquartered in Falls Church, VA.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.