Chris Mead

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).

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Corby Capital Markets, Inc. provides securities brokerage services. The private company is based in Boston, MA.

Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis.

Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Argus Research Co. (ARC) is a research firm headquartered in New York City and was founded in 1934. The firm is a subsidiary of Argus Research Group, Inc. ARC produces, distributes and markets investment and economic research.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Demoulas Super Markets, Inc. owns and operates supermarkets and superstores. It operates supermarkets throughout Massachusetts and New Hampshire under the names DeMoulas and Market Basket. The company was founded by Efrosine and Athansios Demoulas in 1916 and is headquartered in Tewksbury, MA.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

Collegiate Entrepreneurs, Inc. provides house painting and other maintenance services to homeowners. It offers powerwashing, scraping, and sanding services. The company was founded by Eric Crews in 1999 and is headquartered in Braintree, MA.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

UNH Rines Angel (UNH Rines Angel) is a venture capital subsidiary of University of New Hampshire founded in 2015. The firm headquartered in Durham, New Hampshire.

Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA.