Patrick Odell

Dinsmore & Shohl LLP provides legal services. It offers legal representation to public and private companies and charitable organizations, including health care providers, local and state governments, financial institutions, real estate developers, franchisors, distributors and pharmaceutical companies. It services includes finance, intellectual property, litigation, regulatory, employment, and labour and benefits. The company was founded by Frank F. Dinsmore in 1908 and is headquartered in Cincinnati, OH.

James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Eubel Brady & Sutton Asset Management, Inc. (EBS) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1993 by Ronald Eubel, Mark Brady and Robert Suttman. EBS manages separate accounts for individuals and businesses including trusts, foundations, corporations, and ERISA plans.

Health Care Compliance Association operates as a member-based association for healthcare compliance professionals. It focuses on working in, working with, and supporting healthcare organizations. The company was founded by Brenton L. Saunders and Roy Snell in 1996 and is headquartered in Minneapolis, MN.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Blackman Kallick LLP provides accounting firm services. The company was founded in 1962 and is headquartered in Chicago, IL.

Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.

Keating Muething & Klekamp PLL provides legal services. The company serves as legal business needs to client companies with specialized practices in such areas such as commercial finance, bankruptcy and real estate development. It was founded by John L. Muething and is headquartered in Cincinnati, OH.

Thompson Hine LLP provides legal services. It offers services to financial institutions, governments, individuals, multinational corporations and non-profit organizations. The firm also handles issues related to antitrust, corporate transactions, e-business, employee benefits and executive compensation, succession planning, taxation, and labor and employment law. It focuses on energy, healthcare, international trade, telecommunication, and transportation law. The company was founded in 1911 and is headquartered in Cleveland, OH.

Robert W. Baird & Co., Inc./Venture Partners/ (Baird Venture) is a venture capital division of Robert W. Baird & Co., Inc. founded in 2000 by Thomas Desmond. The firm is headquartered in Chicago, Illinois.

Bain & Company Switzerland, Inc. engages in the provision of management consulting services. It also provides support services to organizations in the areas of education, environment, and economic development. The company was founded on August 3, 1998 and is headquartered in Zurich, Switzerland.

American Health Lawyers Association is an organization that educates and connects the health law community. The non-profit company is based in Washington. The American company offers dispute resolution services, a member concierge program, and focus on post-acute and long term services, as well as tax and finance. David S. Cade has been the CEO of the company since 2015.

BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey.

Fourth Street Performance Partners, Inc. provides investment advice. Its services include asset management, asset allocation studies, performance and risk analysis, trustee education, defined benefit and defined contribution services. The company was founded by Kenneth P. Dorger and Neil Heppler in 2006 and is headquartered in Covington, KY.

Buckingham Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded by Jay Buckingham in 1987. BCM provides advisory services to individual and institutional clients.

Beacon Capital Management, Inc. (Beacon) is a SEC- registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 2000 by James Cook and they are a subsidiary of Sammons Financial Group, Inc., ultimately owned by Sammons Enterprises, Inc. Beacon provides investment supervisory, investment advisory and separately managed account advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other business entities.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Brixey & Meyer, Inc. provides accounting and tax services. It also offers business advisory, CFO, tax compliance and consulting, audit assurance and business valuation and state and local tax incentives services. The firm has offices in Cincinnati, Columbus and Miamisburg. The company was founded by David S. Brixey and Douglas L. Meyer in 2002 and is headquartered in Miamisburg, OH.

Foord Asset Management (Singapore) Pte Ltd. (Foord Singapore) is the Singapore-based asset management subsidiary of Foord Asset Management (Pty) Ltd. in South Africa. The firm was founded in 2012 and is headquartered in Singapore. Foord Singapore manages asset allocation and single asset class portfolios for institutional and retail investors.

Viewpoint Therapeutics, Inc. operates as a biotechnology company. It prevents and treats cataracts and presbyopia, and protein misfolding. The company was founded by Leah Makley in July of 2014 and is headquartered in San Francisco, CA.