Tom Costanzo

Part of Eagle Bancorp, Inc. (Maryland), Fidelity Mortgage, Inc. provides mortgage and loan services. The company is based in Grand Junction, CO. Fidelity Mortgage was acquired by PSM Holdings, Inc. on August 10, 2011 for $1.25 million. The company was founded by Scott A. Brittenham.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Treflie Capital Management LLC is an independent fund-of-hedge fund manager headquartered in Sag Harbor, New York. The firm was founded by John V. Cain in 1996. It manages multi-strategy funds-of-hedge funds.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles.

Valley National Bank provides retail and commercial banking services. The firm offers depository banking, consumer and commercial lending, trust and pension services. The company was founded in 1927 and is headquartered in Passaic, NJ.

Part of UPMC Pinnacle, Carlisle Regional Medical Center is a healthcare provider. The company is based in Carlisle, PA.

Vigon International, Inc. supplies specialty ingredients. Its products include natural and synthetic aroma chemicals, essential oils and botanical extracts, and sunscreens. The company was founded by Victor Fulgoni in 1988 and is headquartered in East Stroudsburg, PA.

NVR Mortgage Finance, Inc. engages in providing lending services to home buyers. It offers rates and loans such as fixed rates, adjustable rate mortgages, jumbo, conforming, government programs and extended locks. The company is headquartered in Reston, VA.

Good Shepherd Rehabilitation Network is a non-profit organization that provides rehabilitation services across more than 70 locations in the United States. Good Shepherd is headquartered in Allentown, PA and has subsidiaries throughout the United States. The private company is committed to transforming lives through expertise, innovation, and compassion, and offer exceptional patient experiences for all ages and stages. The company partner with Penn Medicine to provides rehabilitation and specialty services in the greater Philadelphia area. Michael Spigel has been the CEO of the company since 2020.

Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania.

Morgan Stanley Alternative Investment Partners (PE) is a private equity subsidiary of Morgan Stanley Alternative Investment Partners LP founded in 2000. The firm is headquartered in New York.

Signal Peak Ventures LLC (Signal Peak Ventures) is a venture capital firm founded in 2000 by Ron Heinz, Brandon Tidwell and Scott Petty. The firm is headquartered in Salt Lake City, Utah.

MetLife Investment Management LLC (MIM) is a registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles.

Ultra Capital LLC (Ultra Capital) is an independent private equity firm founded in 2014. The firm is headquartered in San Francisco, California.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Fattmerchant, Inc. provides online credit card processing services. The firm allows business owners to gain access to credit card processing at direct cost. Its products include mobile, shopping cart, integrations, virtual terminal, terminals, API and platform. The company was founded by Salman Rehmetullah, Jacques Fu and Suneera Madhani and is headquartered in Orlando, FL.

Catalis LLC provides government software and integrated payment services. The private company is based in Alpharetta, GA and has subsidiaries in the United States. The CEO of the company is Scott Roza.

Good Shepherd Penn Partners provides inpatient and outpatient physical rehabilitation and specialized services. The firm offers levels of physical rehabilitation: penn rehab, the specialty hospital at rittenhouse, penn therapy and fitness and acute care therapy in penn medicine hospitals and skilled nursing facilities. The company was founded on July 1, 2008 and is headquartered in Philadelphia, PA.

Commercial Real Estate Finance Council, Inc. is a trade association for the commercial real estate finance industry. The non-profit company is based in New York, NY and has subsidiaries in the United States. Its members include balance sheet and securitized lenders, loan and bond investors, private equity firms, servicers, and rating agencies. The council has been promoting liquidity, transparency, and efficiency in the commercial real estate finance markets for 30 years. It also acts as a legislative and regulatory advocate for the industry, setting market standards and best practices, and providing education for market participants.

Lydian Technology Group provides mortgage connectivity solutions. It also offers MISMO data adapters, loan servicing integration and loan transfer systems, and support services. Its clients include AuburnBank, First Citizens Bank, Premier Bank, Union Bank of California, Wells Fargo Service, and HSBC. The company was founded in 2006 is headquartered in Jacksonville, FL.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

The Avon Old Farms School, Inc. owns and operates schools. The company was founded by Theodate Pope Riddle in 1927 and is headquartered in Avon, CT.

Courtagen Life Sciences, Inc. provides proteomic and genomic products and services to the life sciences industry. It offers clinical genetic tests for developmental delay, intellectual disability, autism spectrum disorders, epilepsy and seizure disorders and mitochondrial disorders. The company was founded by Jocelyn W. Burke, Elizabeth Holland, Brendan L. McKernan, Kevin J. McKernan, Brian R. McKernan and Timothy Olcott in 1999 and is headquartered in Woburn, MA.

Courtagen Group LLC is a venture capital firm located in Charlestown, Massachusetts.