Dave Groff

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

United Communications Group provides business-to-business information services. Its portfolio comprises vertical companies serving the information and software needs of decision makers in health care, tax, oil and energy, high technology, telecommunications, banking, finance and education. United Communications Group was founded by Bruce Levenson and Ed Peskowitz in 1977 and is headquartered in Gaithersburg, MD.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Suburban Hospital Healthcare System (Maryland) provides medical and healthcare services. It offers emergency, primary and specialty care, outpatient services. The company was founded on December 13, 1943 and is headquartered in Bethesda, MD.

RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Advanced Medical Technology Association is a trade association which provides medical technology solutions. The company was founded in 1974 and is headquartered in Washington, DC.

Mount Auburn Hospital provides healthcare services. It offers care and treatment for addiction, alcohol abuse, arthritis care, athletic injury, breast health, blood disorders, cancer, and colon and rectal surgery. The company was founded in 1886 and is headquartered in Cambridge, MA.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Massachusetts Biotechnology Council is a premier life sciences and healthcare hub with over 1,600 members dedicated to preventing, treating, and curing diseases through transformative science and technology. The non-profit company is based in Cambridge, MA. MassBio works to advance policy and promote education while providing member programs, events, industry information, and services. The company's mission is to advance Massachusetts' leadership in the life sciences to grow the industry, add value to the healthcare system, and improve patient lives. Founded in 1985 by James P. Sherblom, the CEO is Kendalle Burlin O'Connell.

The Multiple Myeloma Research Foundation, Inc. provides funding for research on myeloma treatment. It provides funding to laboratories worldwide, including compounds and approaches in clinical trials and pre-clinical studies. The firm also facilitates clinical trials through their affiliate organization, the Multiple Myeloma Research Consortium. The company was founded by Karen E. Andrews and Kathryn E. Giusti in 1998 and is headquartered in Norwalk, CT.

American Institute For Medical & Biological Engineering engages in research and development of medical and biological engineering. The private company is based in Washington.

National Outdoor Leadership School (NOLS) is a nonprofit organization that has been the leader in wilderness education since 1965. The non-profit company is based in Lander, WY and has subsidiaries in Canada. The company's mission is to help individuals become confident leaders through outdoor education.

Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.

Entrega, Inc. develops oral drug delivery technologies. The firm’s platform enables novel applications in a variety of fields, such as disease management and tracking in the burgeoning mobile health arena. Its proprietary technology seeks to solve the oral delivery problem with an engineering solution that protects the payload and delivers biological molecules, drug substances and nanoparticles. The company was founded by Samir Mitragotri in 2010 and is headquartered in Boston, MA.

Gasbuddy LLC is a group of local website which offers an online method for website visitors to post and view recent retail gasoline prices. GasBuddy.com is operated by GasBuddy/OpenStore LLC one of the few things that are as volatile and unpredictable as the weather is gasoline prices. With constantly rising fuel prices it has become important that consumers are able to identify the lowest priced fuel when filling up their vehicles. GasBuddy.com was founded by Dustin Coupal and Jason Toews as a collection of local websites designed to serve the public with everything needed for consumers to easily and freely share gas-pricing information. With the release of the first GasBuddy/OpenStore LLC website in June 2000 a monumental change began in the way that people shop for gasoline. Thousands of people have been regularly visiting GasBuddy/OpenStore LLC websites where they post gas prices and identify the lowest priced fuel in their area helping everyone to save money at the pumps. Since GasBuddy.com, as part of GasBuddy/OpenStore LLC., provides an entirely free service they rely solely on sponsor's advertising to cover all organizational expenses and to fund further website development. The GasBuddy/OpenStore LLC collection of websites has rapidly grown into North America's premiere fuel prices information source.

Headlands Capital Secondary Management LLC (Headlands Capital) is a private equity firm founded in 2006. The firm is headquartered in San Francisco, California.

Miles Partnership LLLP is a private company that specializes in marketing destinations. The company is based in Sarasota, FL. The company has introduced the Google DMO Partnership Program, which aims to engage destinations worldwide by enhancing consumer-facing content across various Google products and tools. The CEO of the company is David Burgess.

Seminal Capital Holdings LLC (Seminal Capital Holdings) is a private equity firm founded in 2019 by Buck Buckley and Cyrus Vandrevala. The firm is headquartered in Wayne, Pennsylvania.

Part of FiscalNote Holdings, Inc., FiscalNote Intermediate Holdco, Inc. provides information technology services. Timothy Hwang has been the CEO of the American company since 2013.