Jessica Gharghour

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans.

Fresche Solutions, Inc. provides legacy management and IT modernization services. It designs, develops, markets and supports software solutions. The firm also designs application portfolio management, business intelligence and enterprise application development solutions. The company was founded in 1976 and is headquartered in Montreal, Canada.

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Algonquin Advisors LLC is an investment management firm headquartered in Greenwich, Connecticut. The firm was founded by George Hubbard in 1998. They were acquired by Cerity Partners LLC in 2020. Algonquin Advisors provides investment services to a select group of wealthy individuals, families, foundations, and other entities with investable assets.

Compass Therapeutics LLC operates as a healthcare industry focusing on biotechnology. It offers drug discovery, development, biologics, oncology and immuno-oncology. The company was founded by Errik B. Anderson and Thomas J. Schuetz in 2014 and is headquartered in Cambridge, MA.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Hamlin Capital Management LLC (Hamlin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Mark Stitzer in 2001. Hamlin provides customized investment advisory services to separately managed accounts, pooled investment vehicles, and the Hamlin High Dividend Equity Fund, an open-end management investment company.

Kohlberg & Co. LLC (Kohlberg & Co) is a private equity firm founded in 1987 by James Andrew Kohlberg and Jerome S. Kohlberg. The firm is headquartered in Mount Kisco, New York.

Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York.

Indus Capital Partners LLC (Indus) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 by David Kowitz, Sheldon Kasowitz and Byron Gill. Indus provides investment supervisory and management services on a discretionary basis primarily to commingled private investments funds and institutional clients.

Montefiore Medical Center engages in the provision of healthcare, clinical and surgical services. It offers treatments including cardiology and cardiac surgery, cancer care, tissue and organ transplantation, children’s health, women’s health, surgery and the surgical subspecialties. The company was founded in 1884 and is headquartered in Bronx, NY.

Brookstone Partners (Brookstone Partners) is a private equity firm founded by Michael Toporek in 2002. The firm is headquartered in New York.

Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts.

Moelis Capital Partners LLC (Moelis Capital Partners) is a private equity subsidiary of Moelis Asset Management LP founded in 2007 by Kenneth David Moelis. This firm is headquartered in New York.

Breakaway Ventures LLC (Breakaway Ventures) is a venture capital firm founded in 2006 by Dennis Baldwin. The firm is headquartered in Boston, Massachusetts.

Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California.

Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.

Fellers, Inc. is a company based in Tulsa, OK. Fellers, Inc. specializes in vinyl products and offers a vinyl superstore accessible through their website. The company was founded in 1986 by Frank Fellers and is currently led by CEO Tom Brophy.

League Park Advisors LLC provides investment banking services. The firm assists the middle market companies with transactions that generate value through mergers and acquisitions, recapitalizations, capital raising and outsourced corporate development. The firm also offers tailored programs for acquisitive corporations, including strategic guidance, targeted marketing and sophisticated deal-closing capabilities. The company was founded by J. W. Sean Dorsey in 2010 and is headquartered in Cleveland, OH.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Concisys LLC is a high-tech electronic assembly company that specializes in handling complex circuit card assembly technologies using state-of-the-art equipment and manufacturing processes. The company is based in San Diego, CA and was founded in 2000 by Giao Huu Nguyen. The company offers test engineering and support for their customers' products and use their long-term supplier network and purchasing power to minimize lead times and hold down costs.

RIA in a Box LLC provides compliance business consulting services. The firm focuses on registration and ongoing compliance for registered investment advisory firms at both the state and SEC levels. Its services include distinction and loss statements, change sheets, broad ledgers and contract journals using QuickBooks to emanate and sustain the inner books vital to encounter state and SEC correspondence standards. The company was founded in 2005 and is headquartered in New York, NY.

American Pacific Group LP (American Pacific Group) is a private equity firm founded by Fraser Preston in 2019. The firm is headquartered in Larkspur, California.