William A. Stewart

The ESOP Association operates as employer-sponsored advocacy and education association focused on employee stock ownership plans. The company was founded by Robert W. Smily Jr. in 1978 and is headquartered in Washington, DC.

The National Center for Employee Ownership is a nonprofit organization that has been supporting the employee ownership community since 1981. The non-profit company is based in Oakland, CA. The company's mission is to help employee ownership thrive by providing reliable information on technical issues and inspiration to help companies reach the full potential of employee ownership. Litigation has been an ongoing concern for the ESOP community, and the company aims to help people make smart decisions about employee ownership.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

PCE Investment Bankers, Inc. engages in the operation as an investment bank that provides financial advisory services to mid-market companies. It provides mergers and acquisitions support, ESOPs, management buy outs (MBOs), bankruptcy, and restructuring advisory services. The company was founded on July 1, 1997 and is headquartered in Winter Park, FL.

PCE Valuations LLC provides business and tax valuation services. It also offers investment banking services. The firm serves aerospace and defense, banking, finance and insurance, consumer and food, diversified industrials, healthcare, IT and telecom, power and energy and transportation and logistics customers. The company was founded by David J. Jasmund and Robert H. Buchanan on December 21, 2001 and is headquartered in Winter Park, FL.

PCE Advisory LLC provides investment advice services. It offers strategic analysis, succession planning, management consulting and restructuring/turnarounds services. The company was founded on May 23, 2003 and is headquartered in Winter Park, FL.

PCE Indexes LLC is a provider of premium business research and is a member of the PCE family of companies that provide investment banking, valuation and advisory services. The company was founded on April 1, 2004 and is headquartered in Winter Park, FL.

PCE Holdings, Inc. engages in the Provision of professional investment banking, business valuation and advisory services. It specializes in mergers and acquisition, growth capital, and valuations advisory services. The company was founded on December 16, 2005 and is headquartered in Winter Park, FL.