Abbott Lawrence

Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds.

Foundation for Business Equity, Inc. provides survival plan and business continuity services. The private company is based in Boston, MA and has subsidiaries in the United States.

Part of Foundation for Business Equity, Inc., Mill Cities Community Investments is a community development financial institution. The company is based in Lawrence, MA. The company was founded in 2008. Mill Cities Community Investments was acquired by Foundation for Business Equity, Inc. on December 02, 2022.

The Hongkong & Shanghai Banking Corp. Ltd. (Broker) (HSBC-Broker) is the brokerage division of The Hongkong & Shanghai Banking Corp. Ltd. in Hong Kong. Their ultimate parent is HSBC Holdings Plc (LON: HSBA), a multinational investment bank and financial services holding company headquartered in London, UK. HSBC-Broker provides securities brokerage services to their clients.

Founded in 2007 by McLane Cover, Mistral Capital Partners LLC is a private equity firm located in Boston

Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies.

Founded in 1983 by Jack Robinson, Winslow Management Co. LLC is a registered investment advisor located in Boston. They are a subsidiary of Brown Investment Advisory & Trust Co. and their ultimate parent is Brown Advisory, Inc.