Brian Epro

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.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

PayPal, Inc. provides online payment services. It facilitates people to send money through PayPal account balances, bank accounts, PayPal Credit and credit cards. The company?s digital wallet assists to perform online transactions, in store and mobile devices. It?s a global payments platform, which offer withdraws funds and hold balances in their PayPal accounts in multiple currencies. The company was founded by Luke Nosek, Ken Howery, Yu Pan, Peter Andreas Thiel, Max R. Levchin and Elon Reeve Musk in December 1998 and is headquartered in San Jose, CA.

Bidtellect, Inc. provides domain name brokerage services. The firm?s expertise includes all aspects of online marketing such as paid search, search engine optimization, display, video, representation of high valued domains, stealth acquisitions, social media handle acquisitions, website sales, domain portfolio management, domain auction, and domain name valuations. The company was founded by John Ferber, Chad Folkening, and Erik Simons in 1996 and is headquartered in Delray Beach, FL.

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.

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.

XOS Technologies, Inc. provides content management solutions and digital coaching technologies. It solution areas encompass digital media services, coaching, and facilities design and integration. The company specializes in designing custom solutions to optimize coaching operations as well as monetization and distribution of digital media assets. The firm’s coaching solution provides software that allows sports teams to acquire, manage, and distribute video for game preparation and analysis, recruiting and scouting activities, and overall team communications. The company was founded in 1999 and is headquartered in Wilmington, MA.

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.

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.

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.

Crown Agents Bank Ltd. provides banking and financial services. The firm offers G10 foreign exchange, international payments, cash management, cross-border pensions and payroll, trade finance, and investment management services. The company was founded in 1989 and is headquartered in Sutton, the United Kingdom.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.

NSIA Participations SA Holding engages the provision of financial services. It offers loans, banking solutions, life, and non-life insurance. The company was founded in 1995 by Jean Kacou Diagou and is headquartered in Abidjan, Central African Republic.

Red de Carreteras de Occidente SAB de CV engages in the engineering, construction, and operation of roads and highways. Its services include billing, electronic payment options, road aid, highway insurance, and crane service. The company was founded on August 13, 2007 and is headquartered in Guadalajara, Mexico.

Waveguide, Inc. provides end-to-end fiber optic solutions and services. The firm specializes in the engineering, management, construction, and maintenance of fiber optic networks for network providers, wireless carriers, and municipalities, and university campuses. Its service areas encompass network design, utility management, mapping and data collection, project management, plant audit and field surveys, and network upgrades and extensions. The company was founded by James Robert Carmichael and Jacqueline Hayes in 1998 and is headquartered in Nashua, NH.

Monedo Holding GmbH develops banking technologies and provides financial services. It uses big data, proprietary algorithms and automated workflows to target customers with products and services through the group's subsidiaries. The firm uses an online platform that offers financial products and personal finance management. The company was founded by Sebastian Diemer, Nils-Holger Henning and Alexander Graubner-Müller in 2012 and is headquartered in Hamburg, Germany.

PayU Global BV operates as an online payment services firm. It specializes in consumer and small business products that improve access to credit and banking services. The company is headquartered Hoofddorp, the Netherlands.

Runway Venture Management LLC (Runway Venture Partners) is a venture capital firm founded in 2016 by Marc Michel and Anna Garcia. The firm is headquartered in New York.

Autopistas Metropolitanas de Puerto Rico LLC engages in the operation of toll roads. The firm specializes in the development, rehabilitation, and conservation of infrastructures and highways. It also offers roadside assistance and road safety services. The company was founded on May 19, 2011 and is headquartered in Guaynabo, Puerto Rico.