David Geibel

Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Stillwater Capital Advisors LLC (Stillwater Capital) is an independent wealth management firm and registered investment advisor headquartered in Devon, Pennsylvania. The firm was founded by Doug Swope in 2009. Stillwater Capital manages individually tailored investment portfolios for clients utilizing individual equities, bonds, mutual funds and exchange traded funds.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Financial Services, Inc. engages in the provision of financial services. The company was founded by Robert Tonge and is headquartered in Glen Rock, NJ.

Part of Quincy Mutual Fire Insurance Co., New England Mutual Insurance Co. provides insurance services. The company is based in Quincy, MA and was founded in 2006.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Godiva Chocolatier, Inc. produces and markets chocolates. Its products include truffles and shell-molded chocolate pieces, biscuits, gourmet coffees, and hot cocoa. The firm also sells chocolate concoctions, including bonbons, flavored coffee, and cookies. The company is headquartered in New York, NY.

Part of HumanGood Foundation, Philadelphia Presbytery Homes, Inc. provides home care services for seniors. The company is based in Lafayette Hill, PA. Philadelphia Presbytery Homes was acquired by HumanGood Foundation on June 17, 2019. The company was founded in 1995. The CEO is Judee M. Bavaria.

TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA.

Girard Capital LLC provides investment advice. The private company is based in King of Prussia, PA.

Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Part of Red Mountain Resources, Inc., Black Rock Capital Corp. provides commercial equipment financing services. The company is based in Bridgeport, CT. Black Rock Capital was acquired by Red Mountain Resources, Inc. on June 22, 2011 for $33.48 million.

Part of Univest Financial Corp., Univest Bank & Trust Co. operates as a state chartered commercial bank. The company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007.