Laura Goon

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

MAPFRE U.S.A. Corp. provides personal and commercial property, casualty, automobile, marine, and fire insurance. The company's products include personal and commercial automobile and homeowners insurance. It is headquartered in Webster. MA.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

The Commerce Insurance Co. provides insurance services. It offers personal, commercial property, casualty, personal automobile, homeowners and commercial automobile insurance. The company was founded in 1972 and is headquartered in Webster, MA.

Part of Welltower, Inc., Ads Group provides long-term care through 23 long-term facilities. The company is based in Newton, MA. Ads Group was acquired by The Multicare Cos., Inc. on December 12, 1996 for $71.41 million.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

WGBH Educational Foundation operates television stations. The non-profit company is based in Boston, MA and has subsidiaries in United States. The company was founded in 1951 by Ralph Lowell. Jonathan C. Abbott has been the CEO of the company since 1998.

Boston Medical Center provides healthcare services. It provides a spectrum of pediatric and adult care services from primary to family medicine specialty care. The hospital is established in July 1996 and is headquartered in Boston, MA

Angel Healthcare Investors LLC provides financing for businesses. It is a private equity and venture capital firm specializing in early stage ventures, turnarounds, and spin-offs. The firm typically invests in companies with a direct healthcare and life sciences application, biotechnology, bioinformatics, medical device, medical testing, analysing and diagnostic equipment and but may also consider other opportunities outside the healthcare industry. The company was founded by Alan Solomont, Susan Bailis and Dick Thielen on October 1, 1999 and is headquartered in Newton, MA.

InnovaCare, Inc. provides healthcare services. It builds physician networks with physicians, hospitals, payers, patients, and employers. The company was founded by Daniel E. Straus, Joseph D. Mark and Timothy J. O'Donnell in 2003 and is headquartered in Fort Lee, NJ.

Corporation for National & Community Service provides service and volunteering grants to social organizations. The company was founded in 1993 and is headquartered in Washington, DC.

The John F. Kennedy Library Foundation provides financial support, staffing, and creative resources for libraries. The non-profit company is based in Boston, MA.

Combined Jewish Philanthropies of Greater Boston, Inc. provides fundraising and social planning services. It services include case management, job training, legal services to help navigate and obtain public benefits. The company was founded on April 25, 1895 and is headquartered in Boston, MA.

The Spain-U.S. Chamber of Commerce is a chamber of commerce. The non-profit company is based in New York, NY.

Allegiance Hospice Group, Inc. is a privately-held, Medicare-certified hospice company headquartered in Lowell, Mass. that provides services to approximately 300 hospice patients in Maine, Massachusetts and New Hampshire

The New Israel Fund (New York) provides grants and technical assistance to organizations in Israel. It focus on liberal democracy, including freedom of speech and minority rights, and to fight inequality, injustice, and extremism. The company was founded by Jonathan Cohen and Eleonor Friedman Cohen in 1979 and is headquartered in New York, NY.

Bank of New England provides commercial lending and banking services. It offers business online banking, business development, and personal online banking services. The company was founded in 1983 and is headquartered in Salem, NH.

HouseWorks LLC provides home care services. It offers home care, senior housing care, and home modification. The company was founded by Alan Solomont and Andrea Cohen in 1998 and is headquartered in Newton, MA.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.