James Newman

Founded in 1975, the Greater Worcester Community Foundation, Inc. is a public charitable corporation located in Worcester, Massachusetts. The Greater Worcester Community Foundation's asset allocation policy is designed to preserve and grow principal over the long-term. The Investment Committee reviews performance evaluation data and selects managers for each asset class, based on guidance from independent consultants Prime Buchholz & Associates. The Foundation's asset allocation policy provides a disciplined approach to investments to ensure that funds will be available to address both immediate and future community needs.

Connell LP (Connell) is a private equity firm founded in 1987. The firm is headquartered in Boston, Massachusetts.

Zahren Financial Co. LLC (Zahren Financial) is a private equity/venture capital firm founded in 1984 by Bernard Zahren. The firm is headquartered in Avon, Connecticut.

Valenti Wealth Management LLC provides investment advice. Its services include wealth vision, fee-based personal financial, retirement, education and estate planning, tax strategies, risk management solutions, long-term care, and legacy planning and chartiable giving. The company was founded by Joan Valenti and is headquartered in Farmington, CT.