Nancy M. Morris

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Diabetes Research Institute Foundation provides diabetes research services. They provide an array of diabetes management and education activities for patients and their families. They have evolved into a coalition of caring parents, business leaders, families, celebrities, scientists, clinicians and individuals who support the Diabetes Research Institute's efforts. The company was founded by David Sherr in 1971 and is headquartered in Miami, FL.

Montefiore Medical Center engages in the provision of healthcare, clinical and surgical services. It offers treatments including cardiology and cardiac surgery, cancer care, tissue and organ transplantation, children’s health, women’s health, surgery and the surgical subspecialties. The company was founded in 1884 and is headquartered in Bronx, NY.

Upland Software I, Inc. provides project and portfolio management software solutions. The firm combines the robust project and portfolio management (PPM) functionality demanded by global organizations with the cost and speed-to-value benefits of cloud delivery and an unmatched level of flexibility. It offers a web-based tool for project and program management, tracking, reporting, collaboration and quality. The company was founded in 1998 by David Boghoss and is headquartered in Cambridge, MA.

Lexstra Plc is a professional business change and IT recruitment consultancy that specializes in placing top-quality IT Consultants, Business Analysts, and Project and Programme Managers with an international portfolio of blue-chip clients. Lexstra is based in Kingston-upon-Thames, UK, and was founded by Jay N. Goldberg, Jon Cashman, and Larry Levine. Lexstra's mission is to deliver outstanding levels of service to both applicants and hirers through rigorous internal recruitment and training policies, cutting-edge search and selection technology, and an exceptional database of top-quality applicants. The British company works with leading insurers and brokers, delivering recruitment excellence in the provision of permanent and interim expertise in the technology, business, and project management domains. The private company was founded in 1996 as a specialist IT contract recruitment agency and has since grown to understand the contractor marketplace and what qualities freelance IT professionals value in an agency. Jon Cashman has been the CEO since incorporation.

Part of Adecco Group AG, Software Design Associates Ltd. is a software services provider. The company is based in London, UK. Software Design Associates was acquired by Spring Group Ltd., part of Adecco Group AG from October 20, 2009 on June 01, 1997 for $27.75 million.

ElderScan LLC develops an online personal detection and alert system. The firm protects seniors and their families and advocates against financial exploitation by scanning financial accounts daily and issuing timely alerts to the suspicious activity. It helps protect seniors by detecting abnormal spending patterns, unusual credit card charges, missing deposits, unauthorized cash withdrawals, unscrupulous telemarketers, changes in spending patterns, credit bureau activity, and identity theft and fraud. The company was founded by Howard Lee Tischler and Elizabeth Loewy and is headquartered in Columbia, MD.

Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.

Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY.

Discovery Data, Inc. engages in the provision of data on financial services and insurance industries. Its data feed is browsed via subscription to an online portal. It offers data hygiene, data feeds, market mailer, and customer relationship management integration. The company was founded in 2002 and is headquartered in Eatontown, NJ.

EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA.

Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships.

iHello.com, Inc. develops voice application software solutions for the mobile industry. Its products are designed for accessing enterprise data using telephones. The company was founded in 1999 and is headquartered in San Jose, CA.

Marketing Technology Solutions, Inc. provides patient identification and engagement platform. It offers patient activation, risk share contracts, clinical recruitment, and outcomes management solutions. The firm serves the pharmaceuticals and biotech, consumer health and wellness, health insurance, hospitals, and health systems, clinical research, elective surgery, durable medical equipment and medical devices and diagnostics industries. The company was founded by Ram Rao in 1999 and is headquartered in Jersey City, NJ.

AFS Corp. provides financial and investment advisory services. The private company is based in Oklahoma City, OK and has subsidiaries in Canada.

ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO.

ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO.

X Plus One Solutions, Inc. offers integrated and open software for data-driven digital marketing. Its products include origin data management platform, which centralizes audience creation, computer learning, tag management, callouts, and triggers. The company was founded by Ted Shergalis in 1999 and is headquartered in New York, NY.