Yolanda Taylor

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks.

Provides brokerage services

Functions as a College/University

Functions as a College/University

Operates as a stock brokers and dealers

Copper Rock focuses on managing and servicing small and small- to mid-cap growth clients. The firm seeks to add value through bottom-up stock selection. Investment decisions are based on in-depth fundamental research. The investment team generates initial investment ideas from a number of sources including organic ideas, proprietary screens and bottom-up themes. This eligible universe is then streamlined to an investable universe. Investment ideas that survive this initial research stage are subject to rigorous and detailed fundamental analysis before being purchased into clients' portfolios. Copper Rock incorporates rigorous buy and sell disciplines in the investment process.

Provides investment advisory and management consulting services

Hope & Comfort Inc is a nonprofit organization dedicated to ending hygiene insecurity by providing sustained access to essential hygiene products such as soap, toothpaste, deodorant, shampoo, menstrual products, and more. The private company is based in Needham, MA. The organization operates a centralized hygiene hub with warehousing, inventory management, and an online ordering platform to enable scalable, accountable distribution. Hope & Comfort partners with over 625 community and youth-serving organizations across more than 110 cities and towns, distributing over 5 million hygiene products annually. The organization also conducts research initiatives, engages in corporate partnerships and volunteer programs, and relies on donations and diverse funding options to support its mission. The company was founded in 2010 by Jeffrey S. Feingold. The CEO is Kerry Carter.