Katherine Richman Oates

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.

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.

SEI Institutional Transfer Agent, Inc. engages in regulation of agricultural marketing and commodities. The company is headquartered in Oaks, PA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

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.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Duane Morris LLP provides legal services in the areas of intellectual property, telecommunications, information technologies, energy, water resources, endangered species and international dispute. The firm's clients include the automotive, construction, energy and insurance industries. The company was founded in 1904 and is headquartered in Philadelphia, PA.

NSV II Management Co. LLC provides investment management services. It is a private equity and venture capital firm specializing in investing in growth capital, growth and expansion stage, recapitalization, mid stage, late stage, mezzanine, control buyouts, mergers and acquisitions and management buyouts in middle market companies. The company was founded by Michael A. DiPiano and Marc R. Lederman in 1999 and is headquartered in Radnor, PA.

Archbrook Capital Management LLC (Archbrook Capital Management) is a private equity firm founded in 2002 by David F. Apple and John F. McGlinn II. The firm is headquartered in West Conshohocken, Pennsylvania.

Intermex Holdings, Inc. operates as a holding company. The company is headquartered DE.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

The American Society of Naval Engineers, Inc. operates as a professional engineering society for engineers, scientists, and allied professionals who conceive, design, develop, test, construct, outfit, operate, and maintain complex naval and maritime ships, submarines and aircraft, and their associated systems and subsystems. The company was founded in 1888 and is headquartered in Alexandria, VA.

AFCEA International is engaged in the provision of information technology, communications, and electronics services to military and government industry. The firm offers leadership, engagement, and networking opportunities. It focuses on cyber, command, control, communications, computers and intelligence to address national and international security challenges. The company was founded in May 1946 and is headquartered in Fairfax, VA.

Goodwill Industries of Southern New Jersey & Philadelphia collects, sanitizes, refurbishes and sells gently-used, durable medical equipment and unopened medical supplies at affordable prices. The company was founded in 1948 and is headquartered in Maple Shade, NJ.

Hyperion Bank provides commercial banking services. It offers checking, savings accounts, online banking, and business and credit loans. The company was founded in November 2006 and is headquartered in Philadelphia, PA.

McKean Defense Group LLC provides naval engineering and information technology services. The firm’s services include ship sustainment and modernization; information technologies and cyber security; and combat systems engineering, with customers spanning the department of defense including the naval sea systems command, the naval surface warfare centers, fleet activities including the surface force and the navy regional maintenance centers, army watercraft systems and the space and naval warfare systems command. The company was founded by Larry D. Burrill, Joseph L. Carlini and Leonard F. DeStefano, Jr. in 2006 and is headquartered in Philadelphia, PA.

Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY.

Ben Franklin Technology Partners of Southeastern Pennsylvania engages in investment and advisory services. It provides capital to information technology, health, manufacturing, energy, and physical sciences industries. The company is headquartered in Philadelphia, PA.

Academy of Notre Dame, Inc. operates as a private, Catholic, co-educational Pre-K through 8th grade lower school and a college preparatory upper school for young women. It offers activities such as enrichment program, extended day program, private music lessons, school vacation camps, summer camp, and ski and snowboard club. The company was founded in 1854 and is headquartered in Tyngsboro, MA.

Capital Funding Bancorp, Inc. operates as a bank holding firm. It offers lending and mortgage services. The company is headquartered in Baltimore, MD.

International Fertilizer Development Center provides management services to agricultural sector. It specializes in capacity building, decision support tools, fertilizers deep placement and market development. The company was founded in October 1974 and is headquartered in Muscle Shoals, AL.

Part of Capital Funding Bancorp, Inc., CFG Community Bank is a state chartered commercial bank. The company is based in Lutherville, MD.

Wellshire Farms, Inc. engaged in the provision of processes meat and related products. It offers smoked sausages, breakfast sausages, bacon, chicken nuggets, sliced deli meats, hot dogs, and smoked barbeque. The company was founded by Louis B. Colameco III in 1996 and is headquartered in Swedesboro, NJ.

Trajector, Inc. provides personalized, technology-enabled solutions that improve people’s lives by helping them better understand, access, and navigate the benefit programs for which they are eligible. It operates through the Veterans Services and Disability Services segments. The Veterans Services segment helps each Veteran develop a personalized claim strategy based on their medical evidence, including identifying critical connections between symptoms and medical conditions to formal medical diagnoses and linking them when appropriate to their military service. The Disability Services segment assists individuals suffering from disabilities by ensuring their Social Security Disability and Supplemental Security Income applications are filed accurately and include all benefits for which an applicant may be eligible. The company was founded by James S. Hill II, Gina G. Uribe, and Richard S. Blaser on April 8, 2021 and is headquartered in Newberry, FL.

Hyperion Bancshares, Inc. operates as a holding American company that provides banking services. The CEOs of the private company are Louis J. DeCesare, Charles B. Crawford.

FemmePharma Consumer Healthcare LLC engages in the development and marketing of therapeutics designed for women who seek better solutions tailored to its specific needs. Its products include Satisfem Gel, Satisfem Mini, Satisfem Bud, Satisfem Bundle, and Satisfem Bundle (Mini). The company was founded in 2017 and is headquartered in Wayne, PA.