Jen Yousif

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.

Genzyme Corp. engages in development and manufacture of specialty therapeutic, surgical and diagnostic product. It serves in the areas of rare genetic diseases, multiple sclerosis, cardiovascular diseases and endocrinology. The company was founded on June 8, 1981 and is headquartered in Cambridge, MA.

Janssen Pharmaceuticals, Inc. develops and markets prescription drugs in various therapeutic areas, including attention deficit hyperactivity disorder, pain management, acid reflux and infectious diseases, women’s health, and mental health (bipolar I disorder and schizophrenia); and neurologic, including Alzheimer’s disease, epilepsy, and migraine prevention and treatment. Its products include Axert, Darzalezx, Invokamet XR, Invokana, Remicade, Reopro, and Risperdal Consta. The company was founded by Paul Janssen in 1953 and is headquartered in Titusville, NJ.

Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis.

Redwood Investments LLC (Redwood) is a SEC-registered investment advisor headquartered in Newton, Massachusetts. The firm was founded in 2004 by Jennifer Silver and Michael Mufson. In 2024, they were acquired by Alger Group Holdings LLC, a wholly owned subsidiary of Alger Associates, Inc. Redwood manages taxable and non-taxable equity investment portfolios for institutional clients worldwide.

Dorfman Value Investments LLC (DVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John Dorfman in 1999 as Dorfman Investments LLC and changed their name to Thunderstorm Capital LLC in 2006. They became Dorfman Value Investments LLC in 2014. DVI manages portfolios for individuals and institutions.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations.

Part of EDOB Abwicklungs AG, EUSA Liquidation, Inc. is a company that sells women's clothes and accessories. The company is based in New York, NY.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

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.

Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies.

Reliant Medical Group, Inc. operates as a a health care organizations. Its medical services include allergy, audiology, bariatric surgery, cardiology, care management, clinical pharmacy, dermatology, endocrinology, eye care services, general surgery, hospital medicine, internal medicine, laboratory, nutrition, occupational medicine, ophthalmology, and pediatrics. The company was founded by John Fallon in 1929 and is headquartered in Worcester, MA.

Founder Collective Management Co. LLC (Founder Collective) is an Independent Venture Capital firm is founded in 2009 by Eric Paley, Chris Dixon, Bill Trenchard, Mark Gerson, Micah Rosenbloom and Zach Klein. The firm is headquartered at New York City with an additional office in Cambridge, Massachusetts.

Comprehensive Wealth Management LLC (CWM) is an independent asset management firm headquartered in Lynwood, Washington. The firm was founded in 2001 by Gary Arford. CWM provides advisory services to various clients such as individuals, trusts, and individual pension plan accounts.

Project Adventure, Inc. provides experiential programs to schools, agencies and corporations. It provides services such as the development of health and physical fitness programs, professional development, college programs and customized educational workshops. It also designs, installs and trains people to use its ropes challenge courses.. The company was founded in 1971 and is headquartered in Beverly, MA.

The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC.