Robert B. Crates

Congoleum Corp. manufactures tiles and floor-covering products. It specializes in luxury vinyl sheet flooring and tile & plank flooring, and duraceramic. The company was founded in 1886 and is headquartered in Mercerville, NJ.

Northrop Grumman Systems Corp. designs, develops, and manufactures defense electronics and systems. The company is headquartered in Falls Church, VA.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

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.

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.

Spoor, Behrins, Campbell & Young Securities Corp. (SBCY Securities) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clinton, New Jersey. Founded in 1978, SBCY Securities provides advisory services to individuals and high net-worth individuals.

Taj Boston owns and operates a five star hotel. It offers guest rooms and property features and amenities. It also offers business services such as copy service, network and internet printing, notary public, overnight delivery and pickup, post and parcel, and fax service. The company is headquartered in Boston, MA.

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.

Honeywell Electronic Materials, Inc. develops and manufactures materials used for integrated circuits. It offers material technology in dielectrics, metals, interconnect packaging solutions, optoelectronic, and electronic chemicals. The company is headquartered in Spokane, WA.

Boyd Corp. (Woburn), Inc. designs and manufactures cold plates, chassis, chillers, cooling systems and heat exchangers for thermal management applications. The firm offers custom chillers and standard cooling systems, such as recirculating chillers, liquid-to-liquid cooling systems, and ambient cooling systems; custom and standard cold plates, including tubed cold plates, flat tube cold plates, and vacuum-brazed performance-fin cold plates; and custom heat exchangers and standard heat exchangers, such as plate-fin, oil cooler flat tube, tube-fin, and brazed-plate liquid-to-liquid heat exchangers. The company was founded by Ernest Neumann and Ferdinand Lustwerk in 1958 and is headquartered in Woburn, MA.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

Senate Construction Corp. provides construction services. The firm specializes in building ground-up construction to renovation and fit-out space for manufacturing, health care and life sciences facilities, mixed use development, interior corporate space, retail and additional projects. Its services include construction management, general contracting, sustainable construction, building information modeling and construction planning guide. The company was founded by Robert D. France in 1990 and is headquartered in Shirley, MA.

Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.

Spaulding & Slye Co. is an American company that provides real estate development services.

New England Life Care, Inc. provides healthcare services. It offers home infusion therapy, home infusion nursing, and specialty pharmacy services such as nutritional, anti-infective, chemotherapy, and pain management. The company was founded in 1987 and is headquartered in South Portland, ME.

Ona Designs International LLC provides bags and accessories for the photography, creative professional and travel marketplace. The company was founded by Tracy Foster in 2010 and is headquartered in New York, NY.

Lakson Investments Venture Capital (Lakson Investments) is a venture capital division of Lakson Investments Ltd founded in 2017. The firm is headquartered in karachi, Pakisthan.

Part of Evercore, Inc., Evercore Trust Co. NA operates as a non-depository trust institution. The company is based in New York, NY.

Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

AdMY Technology Group, Inc. operates as a blank check company. The firm was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was incorporated on January 25, 2021 and is headquartered in Las Vegas, NV.