Charlie Curtis

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.

Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA.

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

Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates.

Part of Truist Financial Corp., Pension Benefits, Inc. is a company that provides third-party administration for defined-contribution retirement plan and investment advisory services. The company is based in West Chester, PA. Pension Benefits was acquired by Patriot Bank (Pottstown, Pennsylvania) on January 17, 2003.

Massachusetts Financial Services Co., do-business-as 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. (TSE, 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).

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Edward Jones Investments operates as a financial advisory firm.

Brown Advisory Securities LLC is a full-service brokerage firm headquartered in Baltimore, Maryland and was founded in 1998. They are a subsidiary of Brown Advisory Management LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and 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.

Founded in 1992, Daewoo Securities (America), Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Research is provided by their parent company Daewoo Securities Co. Ltd. (SO: 006800)

Rotary Foundation of Rotary International offers health improvement and education support. The firm leads the charge on campaigns such as eradicating polio and promoting peace. It was founded in 1947 and is headquartered in Evanston, IL.

Montgomery Bar Association is a legal resource organization located in Norristown, PA. The association provides legal resources, including a lawyer referral service, to the Montgomery County community since 1885. The association offers membership to lawyers and provides benefits such as access to sections and committees, diversity resources, and leadership academy. The association also offers programs such as the MBA Mediation Program, Minority-Owned Business Directory, and Interrogatories Podcast. Additionally, the association provides publications such as Law Reporter and Sidebar Magazine. The Montgomery Bar Association also supports justice-related causes through the Montgomery Bar Foundation.

Miles & Stockbridge PC is a law firm with over 220 lawyers and seven offices in the United States. The firm provides legal services to national, local, and emerging businesses to help them solve their most challenging problems and preserve and create value. Nancy Whiteman Greene has been the CEO of the American company since 1998.

The District of Columbia Bar provides legal services. The private company is based in Washington.

The Bar Association of Montgomery County provides legal services. The company was founded in 1894 and is headquartered in Rockville, MD.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Bausch & Lomb, Inc. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Rochester, NY.