Jim Michael Philbin

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

MGI Braver LLC is a gaming holding private company. The company is based in Newton, MA.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

The Braver Group provides accounting and financial services. It provides financial planning, estate planning, and tax services. The firm also caters to investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The company was founded in 1949 and is headquartered in Newton, MA.

Boston Globe Media Partners LLC prints and publishes newspapers. The company is headquartered in Boston, MA.

Horwath Velez & Co. PSC is a private company based in Washington.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

Greater Boston Chamber of Commerce is a non profit organization. It offers business community services and programs such as government affairs forums, executive forums, women’s network, city awake, chamber networking group, city to city, and webinars. The company was founded in 1909 and is headquartered in Boston, MA.

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

Beta Gamma Sigma, Inc. is an organization that recognizes academic excellence in business studies. The non-profit company is based in Maryland Heights, MO. The company offers scholarships and grants to their alumni chapters and members to aid in continuing education and chapter development. As a BGS member, individuals have access to exclusive programs designed to refine their skills to meet the changing needs of the business world.

National Association of Estate Planners & Councils is a non-profit organization that focuses on establishing and monitoring the professional and educational standards of professional estate planners and affiliated estate planning councils. It specializes in accounting, insurance, legal, trust services, philanthropic, and financial planning fields. The company was founded by H. Phillip Forrest, John G. Khouri, Joseph E. Tierney, and Frederick C. Rozelle in 1962 and is headquartered in Cleveland, OH.

Jewish Vocational Service, Inc. operates as a non-profit organization which provides educational and vocational services. It offers education, career services, workforce development, and community services. The company was founded in 1938 and is headquartered in Boston, MA.

New England Sinai Hospital, Inc. provides healthcare services. It offers pulmonary and complex medical program, rehabilitation services, geriatric psychiatry, diabetes, physical therapy and adult day health center. The company was founded in 1927 and is headquartered in Stoughton, MA.

Marcum LLP operates as a public accounting and advisory services firm. It offers bankruptcy and insolvency; cost segregation; financial statements; personal financial management; tax advisory; tax controversy resolution; and tax-exempt business services. The company was founded by Edwin J. Kliegman and Edwin Marcum in 1951 and is headquartered in New York, NY.

Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices.

Interise is a non-profit company that supports the growth of small businesses located in low- and moderate-income communities and minority-owned small businesses. The company is based in Boston, MA. The company contributes to inclusive economic development through their national research on the growth of established small businesses and their business development programs. Interise partners with government agencies, anchor institutions, and business associations to offer the streetwise mba™ program in more than 80 cities nationwide. The company has developed a supplier capacity building program for both private and public sector partners. Darrell C. Byers has been the CEO of the company since 2019.

Children's Hospital Trust operates as a hospital trust. The private company is based in Boston, MA.