Patrick Slattery

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.

Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston.

Alithya USA, Inc. engages in the provision of business and technology services and channel-based solutions. It operates through the following segments: Enterprise Performance Management (EPM), Enterprise Resource Planning (ERP), Classic Consulting, and Corporate. The EPM segment provides business analytics solutions leveraging Oracle EPM, BI, and Big Data technologies. The ERP segment relates with Dynamics AX ERP, Business Intelligence, and CRM solutions primarily in the manufacturing space. The Classic Consulting segment offers business advisory services that are blended with technical services to help organizations leverage investments in legacy information technology assets to create new digital business models. The company was founded by Shirley Singleton and David Clancey in 1992 and is headquartered in Wakefield, MA.

Franklin Portfolio Associates (FPA) is an institutional asset manager specializing in risk controlled, benchmark driven strategies. The firm was founded in 1982 and manages institutional assets on behalf of corporate pension plans, public pension plans, endowments, foundations and Taft Hartley pension plans, as well as acting as sub-advisor for mutual funds and commingled funds. They are an indirect, wholly-owned subsidiary of Mellon Financial Corp. (NYSE: MEL)