Dave Wimberly

Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities.

HBN Shoe LLC designs and commercializes Insolia shoes. Its Insolia products shift weight off of the ball of the foot back to the heel. The company was founded by Michael A. Backler and Howard J. Dananberg in 1998 and is headquartered in Salem, NH.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Wilmer Cutler Pickering Hale & Dorr LLP provides legal services. It specializes in trial, appellate, securities, regulatory, intellectual property, corporate transactions, bankruptcy, environmental, labor and employment, private client, real estate and tax matters. The company was founded in 1918 and is headquartered in Boston, MA.

Friedman LLP engages in the provision of accounting, tax, and business consulting services. It offers audit and assurance, international services, transaction advisory services, forensic, litigation, and valuation services, and pension administration services. The firm serves the automotive, communications, fashion, financial services, government, healthcare, life sciences, manufacturing, not-for-profit, professional services, real estate, and technology industries. The company was founded in 1924 and is headquartered in New York, NY.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

TVI, Inc. engages in the operation of retail stores. It offers clothing and accessories for men, women, and children and household goods under the Savers, Value Village, Village des Valeurs, Unique Thrift Store, and Valu Thrift Store brands. The company operates stores across Australia, Canada, and the United States. The company was founded by William O. Ellison in 1954 and is headquartered in Bellevue, WA.

KeyPoint Partners LLC provides commercial and real estate services. It offers property management, brokerage, construction, and consulting services for retail, office, and industrial properties. The company was founded in 1953 and is headquartered in Burlington, MA.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

The National Association of Certified Valuators & Analysts (NACVA) is a professional association that provides training from leading experts in consulting fields such as business valuation, financial litigation forensics, business fraud, and mergers and acquisitions. The non-profit company is based in Salt Lake City, UT. NACVA's recognized CVA designation is the most widely recognized business valuation credential and the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA). The certification process consists of a five-hour proctored exam and a case study. NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The CEO of the company is Parnell Black.

The Association of Certified Fraud Examiners is a global organization that aims to reduce fraud worldwide by empowering anti-fraud professionals with leading-edge training, resources, and professional certification. The organization is based in Austin, TX. The organization offers membership, certification, and recertification programs, as well as fraud resources such as a fraud library, case studies, and a blog.

Benson Oak. spol. s r.o. (Benson Oak) is the private equity and venture capital arm of the Benson Oak Group. The firm was founded in 1991 by Gabriel Eichler. The firm is headquartered in Czech Republic and Israel.

Beth Israel Deaconess Hospital operates as a teaching hospital of Harvard Medical School. It offers care for cancer, cardiovascular, diabetes and spine. The company is headquartered in Needham, MA.

VSŽ - slovenské investicné družstvo operates as a financial investment holding company with interests manufacturing and distributing steel related products. It processes hot, cold and flat rolled materials, surface-treated sheets, steel constructions, conti-cast slabs, castings and dividing of steel rolls. The company is headquartered in Bratislava, Slovakia.

The Partnership, Inc. engages in providing graphic designs. The company was founded by 1987 and is headquartered in Boston, MA.

The Accelerated Cure Project for Multiple Sclerosis cures multiple sclerosis (MS) by determining the cause. It specializes in research, biobanking, collaboration, fundraising, nonprofit. The company was founded by Art Mellor in 2000 and is headquartered in Waltham, MA.

Melissa & Doug LLC operates as a holding company with interests in manufacturing toys for children. Its products include alphabet blocks, sorting clocks, bubble makers, puzzles, pool toys, dollhouses, stuffed animals, puppets, and learning mats. The company was founded by Doug Bernstein and Melissa Bernstein in 1988 and is headquartered in Wilton, CT.

Western Carriers, Inc. provides wine, transportation and warehousing services. The firm provides services for spirits importers, wineries, wholesalers, retailers, restaurants, auction houses and private collectors. The company was founded by Gerard H. Cohen and is headquartered in North Bergen, NJ.

Walnut Hill School for the Arts provides educational services. The company was founded in 1893 by Florence Bigelow and Charlotte Conant and is headquartered in Natick, MA.

Jewish Family & Children's Service, Inc. provides social and outpatient services to people of all races, religions and ethnic origins. Its programs include counseling and support services, services for older and disabled persons, home services, refugee services, and community and volunteer services. The company was founded in 1941 and is headquartered in Phoenix, AZ.

Relay Investments Management LLC (Relay Investments) is a private equity firm founded in 2013 by Sandro L. Mina and Martin Steber. The firm is headquartered in Boston, Massachusetts.

High Output, Inc. is a private company that specializes in developing technical solutions using advanced equipment and expert design. The company is based in Canton, MA and serves the Southeastern U.S. and beyond. The company has the necessary facilities, equipment, and expertise to complete projects of any size. The company was founded by Steve Schlafman.

Klocke Estate Holdings LLC operates as investment holding company. The company is headquartered in Claverack, NY.

PR Management Corp. is a franchisee of Panera Bread, owning and operating 60 bakery cafes across northern Massachusetts, New Hampshire, and Maine. The private company is based in Framingham, MA. PR Management upholds Panera Bread's mission of being a welcoming place to eat with friends and family. The company is actively seeking new restaurant concepts to expand its portfolio. PR Management supports various charities and community initiatives, including the UMass Memorial Cancer Center of Excellence and food banks across several states. The company was founded in 1997 by Mitchell J. Roberts and David Peterman, with Roberts serving as CEO since then.

CPK Media LLC provides updated ideas and techniques through its cooking classes, public television and radio shows, cookbooks, magazines and other publications, subscription-based content and other related services. The company was founded by Christopher Kimball and is headquartered in Boston, MA.

Dvx Ventures LLC (Dvx Ventures) is a venture capital firm founded in 2019 by Jon McNeil, Karim Bousta and Henry Vogel. The firm is headquartered in Boston, Massachusetts.