Brad Bates

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations.

Part of K&L Gates LLP, Hughes & Luce LLP is a law firm that specializes in consultation on damage caused by traffic accidents. The company is based in Dallas, TX. The company handle everything from minor injuries such as whiplash to fatal accidents, offering services such as compensation, residual disability, and out-of-court settlement. Hughes & Luce was acquired by Kirkpatrick & Lockhart Preston Gates Ellis LLP on January 01, 2008.

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.

Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ.

CoreNet Global, Inc. provides real estate services. It offers services to corporate real estate and workplace executives of multinational companies. The firm develops and provides custom executive development programs. The company is headquartered in Atlanta, GA.

The American Institute of Architects operates as a professional association of architects. It provides support services for architects who wants to continue education experience and maintain their licensure; web-based resources; and conducts market research and provides analysis of the economic factors that affect the business of architecture. The company was founded by Richard Upjohn, H. W. Cleaveland, Henry Dudley, Leopold Eidlitz, Edward Gardiner, Richard Morris Hunt, J. Wrey Mould, Fred A. Petersen, J. M. Priest, John Welch, Richard Upjohn Jr., Charles Babcock, and Joseph C. Wells on February 23, 1857 and is headquartered in Washington, DC.

Part of Cathexis Holdings DE LLC, Jackson Construction Ltd. is a British company that provides construction services. The company is based in Ipswich, UK.

Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY.

NAIOP, Inc. operates as a commercial real estate development association for developers, owners, and investors of office, industrial, retail, and mixed-use real estate. It offers advocacy, educational programs, and business and networking opportunities. The company was founded in 1967 and is headquartered in Herndon, VA.

Massachusetts Biotechnology Council is a premier life sciences and healthcare hub with over 1,600 members dedicated to preventing, treating, and curing diseases through transformative science and technology. The non-profit company is based in Cambridge, MA. MassBio works to advance policy and promote education while providing member programs, events, industry information, and services. The company's mission is to advance Massachusetts' leadership in the life sciences to grow the industry, add value to the healthcare system, and improve patient lives. Founded in 1985 by James P. Sherblom, the CEO is Kendalle Burlin O'Connell.

J. Calnan & Associates, Inc. provides construction management services. It offers site selection support, ground up construction, building repositioning, site logistics, project scheduling, site logistics, and long lead analysis. The company was founded in 1996 and is headquartered in Quincy, MA.

The U.S. Green Building Council, Inc. is a non-profit organization that aims to transform the way buildings and communities are designed, built, and operated to create an environmentally and socially responsible environment. The non-profit company is based in Washington and was founded in 1993 by Steven Richard Fedrizzi. The organization provides a framework for creating healthy, efficient, and cost-saving buildings through the Leadership in Energy and Environmental Design (LEED) rating system. The LEED certification is available for virtually all buildings, communities, and homes. The organization offers various resources, including exam prep materials, to help professionals advance their careers in green building. Peter Templeton has been the CEO of the American company since 2021.

National Association of Independent Schools operates as a nonprofit membership association and engages in education services, It provides research and trend analysis, leadership and governance guidance, and professional development opportunities for school and board leaders. The company was founded on March 1, 1962 and is headquartered in Washington, DC.

Winsor School, Inc. is a girls' college prep school for day students in grades 5–12. It operates Lubin-O’Donnell center that offers state of the art performing arts, athletics and wellness facilities. The Company was founded by Mary Pickard Winsor in 1886 and is headquartered in Boston, MA.