Philip P. Cushman

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Ferrer Freeman & Co LLC (Ferrer Freeman) is a private equity firm founded in 1995 by Carlos Ferrer and David Freeman. The firm is headquartered in Greenwich, Connecticut.

Ancillary Advantage, Inc. specializes in orthopaedic bracings provider. Its solutions offers staffing, product sourcing, revenue management, program management, and myAncillary. The company was founded in 1999 and is headquartered in Plano, TX.

Axiom Investment Management LLC (Axiom) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Liam Dalton in 1990. Axiom provides portfolio management services to individuals, high-net-worth individuals, corporate pension and profit-sharing plans, trusts, Taft-Hartley plans, charitable institutions, foundations, endowments, trust programs, 401k plans, IRA and retirement type vehicles, and other US and international institutions.

Informed Medical Communications, Inc. provides medical forums, training services, and integrated medical communications. It is an interactive medical marketing group of companies providing services to the biopharmaceutical industry. The firm offers a communications training service for elite skill development for sales organizations and speaker bureaus. The company was founded in 2005 and is headquartered in Edison, NJ.

HealthPlanOne LLC provides individual and family health insurance plans. It offers health insurance, medicare, and dental insurance products. The firm operates two online health insurance marketplaces: HealthPlanOne.com for individual and family policies and MedicareSolutions.com for medicare advantage and medicare supplement policies. The company was founded by William C. Stapleton in 2006 and is headquartered in Trumbull, CT.

Founded in 2006, Livingston Securities LLC is a brokerage firm located in New York City. The firm is a subsidiary of the Livingston Group of Cos. LLC. The firm provides corporate finance and strategic advisory services to corporate clients and sales, trading and related services to institutional investors and high net-worth individuals. They focus on disruptive technologies and their impact on healthcare, energy, infrastructure and other leading sectors of the American and global economy.

Webmedx, Inc. provides medical transcription outsourcing services. The company was founded in 1996 and is headquartered in Atlanta, GA.

Part of MarketAxess Holdings, Inc., Trading Edge, Inc. is an American company that provides online brokerage services. The company is located in the US. Trading Edge was acquired by MarketAxess Holdings, Inc. on March 23, 2001 for $46.33 million.

Genova Diagnostics, Inc. engages in the provision of clinical laboratory services. It includes prevention, diagnosis, and treatment of complex chronic disease. The company was founded in 1986 and is headquartered in Asheville, NC.

Arcadia Solutions LLC engages in the provision of healthcare consulting services. It specializes in the development of healthcare management and payment processing platforms with focus on the enhancement of the health information technology and healthcare transformation sector. Its service areas encompass accountable care solutions, strategy and business consulting, electronic health records management, data analytics and reporting, infrastructure, information security, and managed services. The company was founded by Seth Henry in 2002 and is headquartered in Burlington, MA.

American Aerogel Corp. develops and manufactures aerogel-based insulation products. It provides cold-chain design, implementation, and shipping services. The company was founded by Robert S. Mendenhall, Dennis Young, and Greg R. Andrews in 2013 and is headquartered in Rochester, NY.

IDX, Inc. manufactures and sells control equipment for various industries including carwash, laundry, casino, and wastewater. The private company is based in El Dorado, MA. The company was founded by Robert Friedman.

Wellington Shields Capital Management LLC (WSCM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSCM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, as well as other types of businesses and institutional clients.

Identity Theft Guard Solutions, Inc. provides software and services for managing cyber risks and data breaches. It offers software and services to organizations for managing cyber risks and data breaches, and to consumers to protect and restore their identities from identity theft. The company was founded by John Davidson and Richard L. Kam in 2003 and is headquartered in Portland, OR.

Peloton Equity LLC (Peloton Equity) is a private equity firm founded in 2014 by Carlos Ferrer and Ted Lundberg. The firm is headquartered in Greenwich, Connecticut.

Friday Health Plans, Inc. provides healthcare management services. It offers health insurance solutions. The company was founded by Salvatore Gentile and David Pinkert in 2015 and is headquartered in Alamosa, CO.

AdaptHealth LLC supplies medical equipment. It offers sleep therapy, wound care, bed lifts, bath aids, seat lift chairs, and respiratory therapy. The company is headquartered in Phoenixville, PA.

Grenova, Inc. engages in the development and provision of cost and waste reduction solutions. Its products include TIPNOVUS, TIPLUMIS, TIPNOVUS MINI, and accessories. The company was founded by Ali Safavi in 2015 and is headquartered in Richmond, VA.

Healthplan One Holdings, Inc. is engaged in providing health care services. The company is headquartered in Trumbull, CT.

Part of ClearSky Health Acquisition LLC, ClearSky Health, Inc. operates hospitals. The company is based in Austin, TX.

Journey Health & Lifestyle manufactures and distributes ultra lightweight mobility products for seniors. The company is based in Colonial Heights, VA and has subsidiaries in the United States. The CEO of the company is Mitchell Yoel.

OEP AM, Inc. engages in the provision of healthcare services. It offers home care services including assistance with activities of daily living and complex home nursing services. The company was founded in 1995 and is headquartered in Lynbrook, NY.