Susan J. Rogé

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

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.

Boston Restaurant Associates, Inc. owns and operates a chain of restaurants. It operates under the name Pizzeria Regina and a full service restaurant under the name Polcari's North End. The company was founded by George R. Chapdelaine, Edward P. Grace III, Lucille S. Salhany, Roger Lipton, John P. Polcari, Robert C. Taft, Anthony A. Buccieri, Hugh T. Devine, Fran V. Ross, and Robert S. Karam in 1926 and is headquartered in Woburn, MA.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

South Street Advisors LLC (SSA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1998 after the dissolution of a predecessor company, Carver Cross & Carhart, which was formed in 1996. SSA provides investment services tailored to the specific financial requirements of not-for-profit organizations and high net-worth individuals.

ShapeUp, Inc. provides social networking and incentives-based employee wellness programs. It offers Social Wellness, a platform that uses social networking, gaming, behavioral economics, and financial rewards to support employers and health plans. The firm’s solution features health challenges, progress tracing, incentives, integration, and reporting. It also provides an online tracking interface that allows participants to customize the categories to track, including exercise minutes, pushups per day, and number of hours slept. The firm also offers Empower, an online weight loss and diabetes prevention solution. The company was founded by Rajiv Kumar and Brad Weinberg in 2006 and is headquartered in Providence, RI.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Kaon Interactive, Inc. provides interactive 3 dimensional product marketing and sales applications. It offers in various devices such as mobile phones, laptop, tablets, desktop, and web browser. Its product Application Delivery Network offers video, animation, and real-time photo-quality 3D rendering. The company was founded in 1996 and is headquartered in Maynard, MA.

Part of Pressure Vessel Service, Inc., HoltraChem, Inc. distributes alkalies and chlorine chemicals. The company is based in Natick, MA. HoltraChem was acquired by Pressure Vessel Service, Inc. on October 29, 1998.

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.

Retail Solutions, Inc. engages in the provision of supply chain solutions for consumer packaged goods manufacturers and retailers. Its solutions include applications, analytics, and collaboration platforms that help in managing on-shelf availability and sales; delivering measurable return on investment; and increased profits to customers. The company was founded by Jonathan Golovin, Shantha Mohan, Peter Rieman, and Richard Swan in 2003 and is headquartered in San Jose, CA.

CapFinancial Partners LLC (dba CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. They are a subsidiary of The CapFinancial Group LLC. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.

Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.

Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Devonshire Investors LLC (Devonshire Investors) is a private equity subsidiary of FMR LLC founded in 1969. It is headquartered in Boston, Massachusetts.