Elizabeth Wheeler

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Kendall Investments LLC is a private equity firm. The private company is based in Cambridge, MA and has subsidiaries in the United States.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Launchpad Venture Group LLC (Launchpad Venture Group) is a venture capital firm founded in 2001 by Rick Lucash. The firm is headquartered in Newton, Massachusetts.

Tenovos Corp. engages in the provision of storytelling platform. The firm helps brands in spreading ideas through stories that inform, inspire, connect, and entertain. Its products include story manager, story streams, story insights, and story cloud. The company was founded by Sal Hakimi and Matt Corodimas in 2018 and is headquartered in New York, NY.

Progress Ventures Inc (Progress Ventures) is a venture capital subsidiary of Progress Partners Inc founded in 2008 by Nick M. MacShane and Sam Thompson. The firm is headquartered in Boston, Massachusetts.

Part of Federal Street Partners LLC, Federal Street Advisers, Inc. provides investment advice. The company is based in Stamford, CT.

Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts.

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.

Perella Weinberg Partners Capital Management LP (PWPCM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Joseph Perella, Peter Weinberg and Tarek Abdel-Meguid. They are a subsidiary of Perella Weinberg Partners Capital Group LP, which is owned by Perella Weinberg Partners (NASDAQ: PWP). PWPCM provides discretionary investment advisory and other services, directly and indirectly, to private investment funds and co-investment vehicles.

CrossHarbor Capital Partners (CrossHarbor Capital Partners) is a private equity firm founded in 1993 by Sam T. Byrne and Bill H. Kremer. The firm is headquartered in Boston, Massachusetts with additional offices in Chicago and Los Angeles.

Investcorp International, Inc. specializes in the following business lines: corporate investment and technology investment in North America and Western Europe, real estate investment in the U.S., and global asset management. It offers investment products to institutional and individual clients, primarily in the Arabian Gulf. The company is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

United Way of Central Maryland, Inc. provides social services. It empowers families to become self-sufficient by focusing on education, employment, housing and health. The company was founded in 1925 and is headquartered in Baltimore, MD.