Paul Finley

The Vanguard Group, Inc. (VGI) is an independent 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 the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) 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.

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.

Part of SEI Investments Co., SEI Private Trust Co. operates as a federally chartered savings bank. The company is based in Oaks, PA.

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.

Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.

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.

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.

McKean Defense Group, Inc. engages in the provision of naval engineering and information technology services. It offers information technology and cyber, combat systems engineering, and ship sustainment and modernization. The company was founded by Larry D. Burrill, Leonard F. DeStefano, Jr. and Joseph L. Carlini in 2006 and is headquartered in Philadelphia, PA.

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.

ESF Camps for Children, Inc. operates Phillies Baseball Academy, a baseball camp for boys and girls aged 6-14. The camp is held at various locations in Pennsylvania, New Jersey, and Delaware. The academy provides high-quality instruction and features weekly guest appearances and clinics with Phillies Legends.

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.

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.

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.

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

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.

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.

ValSource LLC provides consulting and advisory services to the pharmaceutical, advanced therapy medicinal products, biologics, and medical device industries. The private company is based in Downingtown, PA. The company's services aim to ensure the success and speed-to-market of client projects.

GlaxoSmithKline LLC engages in discovering, developing, and delivering medicines, vaccines, and other healthcare products. It offers prescription medicines that treat various diseases, including cancer, HIV/AIDS, depression, diabetes, high blood pressure, herpes, asthma, migraine, and heart diseases, as well as stomach and skin problems, infections, and flu. It also provides vaccines for children and adults; and over-the-counter products. The company was founded in 1929 and is headquartered in Philadelphia, PA.

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.

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