Steven Roach

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

UMass Memorial Health Care, Inc. engages in the provision of healthcare services. It offers services for diabetes, nutrition services, surgery, digestive disorders, and primary care. The company is headquartered in Worcester, MA.

Robert F. Kennedy Community Alliance, Inc. provides counseling, treatment, and education services. The private company is based in Lancaster, MA. The CEO of the company is Michael W. Ames.

Fitcorp provides fitness and worksite wellness services. It offers yoga classes, wellness programs, and physical training services. The company operates 20 private centers located within corporations and organizations. Fitcorp was founded by Gary Klencheski in 1979 and is headquartered in Boston, MA.

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.

Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds.

Founded in 1975, the Greater Worcester Community Foundation, Inc. is a public charitable corporation located in Worcester, Massachusetts. The Greater Worcester Community Foundation's asset allocation policy is designed to preserve and grow principal over the long-term. The Investment Committee reviews performance evaluation data and selects managers for each asset class, based on guidance from independent consultants Prime Buchholz & Associates. The Foundation's asset allocation policy provides a disciplined approach to investments to ensure that funds will be available to address both immediate and future community needs.

National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA.

Optium Corp. designs and manufactures optical subsystems for use in telecommunications and cable TV network systems. Its offers transceivers, transmitters, analog RF over fiber products, line cards, circuit packs, and optical add/drop multiplexer products that deliver voice, video, and other data services. The company was founded in 2000 and is headquartered in Horsham, PA.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities.

Clinton Savings Bank provides banking services. It offers students accounts, debit cards, money market account, sweep accounts, additional cash management services, and farm financing loans. The company is headquartered in Clinton, MA.