Elizabeth Viselli Chabe

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients.

Means Investment Co., Inc., dba Means Wealth Management (Means Wealth), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Bangor, Maine. The firm was founded by David G. Means in 1935. Means Wealth provides investment advisory services primarily to individuals through individually managed accounts.

G2.com, Inc. operates a business software review platform. It helps to compare the business software and services based on user ratings and social data. The company was founded by Tim Handorf, Godard K. Abel, Matt Gorniak, Michael Wheeler, and Mark Myers in 2012 and is headquartered in Chicago, IL.

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.

ABRY Partners LLC (ABRY Partners) a private equity subsidiary of John F. Stafford Insurance Agency, Inc. founded in 1989 by Samuel Andrew Banks and Royce G. Yudkoff. The firm is headquartered in Boston, Massachusetts.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The Citco Group Ltd. engages in the provision of financial services. It offers fund administration, financial services, investor relations services, banking and custody services, corporate services, and market entry services. The company was founded in 1939 and is headquartered in Camana Bay, Cayman Islands.

Cision US, Inc. engages in the provision of media research services. The firm's products include communication cloud, media contact database, PR newswire, and media monitoring. It serves communications, social media, and content marketing professionals. The company was founded in 1932 and is headquartered in Chicago, IL.

Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN.

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

Maine & Co. provides site selection services. Its services include real estate site searches, data collection & analysis, incentives identification & valuation, site visit coordination, and financing coordination services. The company was founded in 1995 and is headquartered in Portland, ME.

Maine Community Foundation, Inc. operates as a charitable resource for donors and nonprofit groups. It provides permanent, professional management, and investment of charitable funds. Maine Community Foundation is engaged in education, the environment, arts and humanities, and social and community services. The company was founded in 1983 and is headquartered in Ellsworth, ME.

New Hampshire Society of Certified Public Accountants operates as a state-wide professional organization of CPAs in public practice, industry, government and education. It provides products and services that assist CPAs in providing quality professional services. The company is headquartered in Manchester, NH.

Rucci, Bardaro & Barrett PC provides accounting services. The private company is based in Malden, MA.

Bath Savings Institution operates as a mutual savings bank. It offers personal, business, mortgages and loans, and investments. The company was founded in 1852 and is headquartered in Bath, ME.

Bristol Seafood Holdings, Inc. is a holding private company that supplies seafood products such as haddocks, mussels, scallops, and salmons. The company is based in Portland, ME and has subsidiaries in the United States. The CEO of the company is Peter Handy.

Coastal Enterprises, Inc. operates as a community development financial institution. It lends and invests money; and provides business services, including business counseling and training, and workforce assistance to companies, job-creating small businesses, natural resources industries, community facilities and affordable housing projects. The company was founded in 1977 and is headquartered in Brunswick, ME.

Bigelow Laboratory for Ocean Sciences is a non-profit organization which focuses on the microbial life and biogeochemical dynamics of the world’s ocean, advancing society’s understanding of the interactions between ocean ecosystems, global processes, and the environment. It offers seawater suite, Bigelow analytical services, high performance computing cluster, and industrial collaboration laboratory. The company was founded by Charles S. Yentsch and Clarice Yentsch in July 1974 and is headquartered in East Boothbay, UT.

Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts.

Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA.

O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits.

Part of Alliant Insurance Services, Inc., Seafax, Inc. provides food industry information services. The company is based in Cumberland Foreside, ME.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

JW Asset Management LLC (JW Asset Management) is a private equity subsidiary of JW Asset Management LLC founded in 2003 by Jason Wild. The firm is headquartered in Armonk, New York.

Choice Wealth Advisors LLC (CWA) is a SEC-registered investment advisor and wealth management firm headquartered in Waterville, Maine. The firm was founded in 2018 and is a wholly owned subsidiary of Choice Investments, Inc. Their ultimate parent is Fiserv, Inc. (NASDAQ: FISV). CWA offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and retirement plans.

Safar Partners LLC (Safar Partners) is a venture capital firm founded in 2019 by Nader Motamedy. The firm is headquartered in Cambridge, Massachusetts.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

HyperGrowth Partners (HyperGrowth Partners) is a private equity firm founded in 2020 by Guillaume Cabane, Martin Gontovnikas. The firm is headquartered in San Francisco, California.

Irradiant Partners LP (Irradiant Partners) is a private equity subsidiary of Irradiant Partners LLC founded in 2021 by John John Eanes, Jon Levinson and Michael Jeffrey Levitt. The firm is headquartered in Santa Monica, California.

TRG Management LP (Private Equity) (TRG Management) is a private equity subsidiary of Rohatyn Management Interests LLC founded in 1993 by Nicolas Streit Rohatyn. The firm is headquartered in New York with additional offices around the world.