Michael Moody

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

SRAM LLC engages in the manufacture and distribution of bicycle parts and components. It offers bicycle shifters, derailleurs, brakes, gear hubs, chains, rear shocks, and suspension accessories. The company was founded by Stanley R. Day Jr and Jeffrey M. Shupe in 1987 and is headquartered in Chicago, IL.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC).

DataPipe, Inc. engages in managed hosting and cloud services. It offers compliance, infrastructure and security management. The firm solutions include big data, cloud transformation, disaster recovery, consumer brands and financial services. The company was founded by Robb Allen in 1998 and is headquartered in San Antonio, TX.

Redwood Investments LLC (Redwood) is a SEC-registered investment advisor headquartered in Newton, Massachusetts. The firm was founded in 2004 by Jennifer Silver and Michael Mufson. In 2024, they were acquired by Alger Group Holdings LLC, a wholly owned subsidiary of Alger Associates, Inc. Redwood manages taxable and non-taxable equity investment portfolios for institutional clients worldwide.

SRAM International Corp. designs, manufactures and markets bicycle components. The firm provides operations through its subsidiary, SRAM LLC. It operates through two segments such as Original Equipment and Aftermarket. The company offers its products through the brand names such as:- SRAM, RockShox, Zipp, Avid and Truvativ. Its products include drive-train systems, suspension, brakes, internal gear hubs and wheel sets, all of which are components used on road bikes, mountain bikes and pavement bikes. The company was founded by Stanley R. Day, Jr. and Jeffrey M. Shupe on April 29, 2011 and is headquartered in Chicago, IL.

DataPipe Holdings LLC operates in the technology sector. The company was founded by Robb Allen in 2013 and is headquartered in Jersey City, NJ.

Roanoke Asset Management Corp. (Roanoke) is an independent registered investment advisor and wealth management firm headquartered in Jersey City, New Jersey. The firm was founded by Edwin Vroom in 1978. Roanoke provides portfolio management services to institutional and individual investors.

Dana-Farber Cancer Institute, Inc. provides treatment to cancer patients and also researches new cancer diagnostics, treatments, and preventions. The firm's patients receive treatment through its cancer centers operated with Brigham and Women's Hospital, Children's Hospital Boston, Massachusetts General Hospital, and Beth Israel Deaconess Medical Center. The company was founded by Sidney Farber in 1947 and is headquartered in Boston, MA.

ABRY Partners LLC (ABRY Partners) a private equity subsidiary of John F. Stafford Insurance Agency, Inc. founded in 1989 by Samuel Andrew Banks and Royce G. Yudkoff. The firm is headquartered in Boston, Massachusetts.

Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY.

Corporation Service Co. provides business, legal and financial related services tailored to the needs of companies, law firms, and financial institutions. It offers representation, corporate compliance and subsidiary management, and trustee services for companies and law firms worldwide; digital brand services for top global brands, and due diligence and also offers tax services and digital brand services. The company was founded by Josiah Marvel and Christopher Ward in 1899 and is headquartered in Wilmington, DE.

Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Factory Mutual Insurance Co. on February 18, 2004.

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

MBIA Insurance Corp. provides insurance services. It works with non-US public financial services. The firm focuses on detecting any deterioration in credit quality or changes in the economic, political or regulatory environment which may adversely affect guaranteed obligations of implementation through the final maturity of transactions. The company is headquartered in Armonk, NY.

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.

ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies.

BUSA Servicing, Inc. provides online banking system for both personal and corporate banking customers. It also offers distributed security systems including encryption, automatic sign-off and firewalls. The company was founded in 1963 and is headquartered in Los Angeles, CA.

International Swaps & Derivatives Association, Inc. is a global organization with over 1,000 member institutions from 79 countries. The private company is based in New York, NY and has subsidiaries in Hong Kong, Singapore, Canada, and United Kingdom. The members include a diverse range of derivatives market participants, such as corporations, investment managers, government and supranational entities, insurance companies, energy and commodities firms, and international and regional banks. The organization also includes key components of the derivatives market infrastructure, such as exchanges, intermediaries, clearing houses, and repositories, as well as law firms, accounting firms, and other service providers. The company was founded in 1985 by Patrick de Saint-Aignan, Thomas W. Jasper. Scott D. O'Malia has been the CEO of the company since 2014.

Treliant LLC operates as a consultancy firm. It offers managed and assurance services such as secondments, interim resources, and outsourcing strategies. It provides comprehensive support for corporate and regulatory investigations; litigation; government agency monitoring; and independent consulting. The company was founded by Mark W. Olson, Andrew L. Sandler, and Susanna K. Tisa in 2009 and is headquartered in Washington, DC.

Rock Island Corp. provides investment services. The private company is based in Memphis, TN.

National Public Finance Guarantee Corp. provides investment advice for insurance company portfolio. The company was founded on December 25, 1959 and is headquartered in Purchase, NY.

SRAM Holdings LLC operates as a holding company. The company is headquartered in Chicago, IL.

World Bicycle Relief is a non-profit organization that was founded in 2005. World Bicycle Relief is based in Chicago, IL, and has assembly facilities in Kenya, Malawi, Zambia, and Zimbabwe. The non-profit company distributes specially designed, high-quality bicycles through philanthropic and social enterprise programs to rural, developing areas. These bicycles are built to withstand challenging terrain and conditions. Entrepreneurs use bicycles to increase productivity and profits, while students attend class more regularly and their academic performances improve. World Bicycle Relief also promotes local economies and long-term sustainability by assembling bicycles locally and training field mechanics to service the bicycles. The company has delivered more than 750,000 bicycles and trained more than 3,000 bicycle mechanics in various countries.

Bankwell Bank is a state chartered commercial bank. It offers resources such as identity protection, privacy and security, and recorder checks. The company was founded in 2013 and is headquartered in New Canaan, CT.

Part of Citigroup, Inc., Department Stores National Bank operates as a bank. The company is based in Sioux Falls, SD.

Digital Colony Management LLC (Digital Colony Management) is a Private Equity and Venture Capital firm, a subsidiary of Colony Capital, Inc. founded in 2018. The firm is headquartered in Boca Raton.

Appsian provides applications development services. Its products PeopleMobile and PeopleUX provide a robust, secure, and future-proof presence. The company was founded by Hendrix H. Bodden, Larry Grey, and Chris Heler and is headquartered in San Ramon, CA.