Michael R. Greene

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS.

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.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

American Speech-Language-Hearing Association, Inc. provides speech, language and hearing aids. The firm specializes in preventing and assessing hearing and balance disorders as well as providing audiologic treatment including hearing aids. The company was founded in 1925 and is headquartered in Rockville, MD.

Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava.

ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD.

Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI.

Whittier Odyssey Fund LP operates as a pooled investment fund. The company is headquartered in South Pasadena, CA.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

Tideline Advisors LLC is a specialist consultant for the impact investing industry. The private company is based in New York, NY. The company guides clients through each step of the impact management process. The company was founded in 2014 by Kimberly Wright-Violich, Christina Leijonhufvud. Christina Leijonhufvud has been the CEO since 2014.

BlueMark, PBC provides independent impact verification services for investors and companies. The company is based in San Francisco, CA. The CEO of the company is Christina Leijonhufvud.