Paul Joseph Marchese

Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.

New England Asset Management, Inc. (NEAM) is a SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded in 1984 and formerly known as General Re New England Asset Management, Inc. They are a wholly-owned subsidiary of General Re Corp., which is wholly owned by Berkshire Hathaway, Inc. (NYSE: BRK). NEAM provides investment management services primarily to insurance companies (affiliated and unaffiliated with NEAM). The firm also provides investment management services for governmental entities, a pension/profit sharing plan account, pooled investment vehicles and high-net-worth individuals. NEAM manages assets of an insurance company client that includes a charitable organization account.

JMMB Bank (Jamaica) Ltd. engages in the business of taking deposits, granting loans, and trading in foreign currencies. The company was founded on May 23, 1975 and is headquartered in Kingston, Jamaica.

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.

Baystate Health Systems, Inc. is a non-profit organization, which engages in the operation of hospitals and medical centers. It offers ancillary medical services such as respiratory care, infusion therapy, visiting nurse, hospice, and emergency transportation services. The firm also offers children healthcare, emergency, healthcare programs, and radiology and imaging services. The company was founded in 1886 and is headquartered in Springfield, MA.

Baystate Medical Center provides health care services. It offers cardiology, cancer treatment, surgery, and women's health care services. The firm serves the Western Campus of Tufts University School of Medicine in western Massachusetts. The company is headquartered in Springfield, MA.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

Health New England, Inc. provides health insurance products and services. The company was founded on January 1, 1986 and is headquartered in Springfield, MA.

Long & McQuade Ltd. distributes musical instruments. The firm also offers music lessons in piano, guitar, bass, drums, woodwinds, strings, and voice. Its services include rentals, lessons, repairs, trade ins, support, financing, layaway and shipping. The company was founded by Jack Long and Jack McQuade in 1956 and is headquartered in Pickering, Canada.

Community Radio for Northern Colorado operates radio stations. The non-profit company is based in Greeley, CO and has subsidiaries in the United States. Tammy Terwelp has been the CEO of the company since 2021.

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.

Westfield Bank engages in the provision of banking services. It offers checking accounts, eBanking, ID theft and protection, retirement accounts, loans, cash management, commercial loans, and money market accounts. The company was founded on July 1, 1853 and is headquartered in Westfield, MA.

Economic Development Council of Western Massachusetts operates as a economic development agency. The firm helps businesses to expand, relocate and succeed in Western Massachusetts. It provides support for real estate searches, manufacturing supply chain, visitation programs, data and demographics. The company is headquartered in Springfield, MA.

Sullivan Paper Co., Inc. is a high-quality gift wrap company that offers innovative decorative cover solutions. The private company is based in West Springfield, MA, and has subsidiaries in the United States. The company provides gravure and flexo printing, embossing, sheeting, and converting services. The company has a design studio that uses the latest printers to mock-up projects pre-press. Sullivan Paper Co. has been running presses since 1941 and has worked with hundreds of brands, the best designers, and partnered with the best firms. The company offers unparalleled customer service and endless innovation. The company was founded by George Sullivan.

YMCA of Greater Springfield, Inc. conducts activities for kids, teens, adults and seniors. It also offer a number of leagues like the Men's Open Basketball league, Teen intramural Basketball league, and Youth Basketball league. The company was founded in 1852 and is headquartered in Springfield, MA.

St. Joseph of the Pines, Inc. provides living and health services for the aged. Its services include independent retirement living, assisted living, rehabilitation services, short-term and long-term skilled nursing care. The company is headquartered in Southern Pines, NC.

Morton Hospital & Medical Center, Inc. provides health care services. The firm offers behavioral health, cancer care, ear, nose and throat, imaging and radiology, weight loss surgery, primary care, pediatrics, orthopedics, breast care and emergency services. The company was founded in 1889 and is headquartered in Taunton, MA.

The Bank of Nova Scotia Jamaica Ltd. engages in the provision of retail and commercial banking services. It operates through the following segments: Retail Banking; Corporate and Commercial Banking; Treasury; Insurance Services; and Other Operations. The Retail Banking segment consists of personal banking services; personal deposit accounts; credit and debit cards; and consumer loans and mortgages. The Corporate and Commercial Banking segment offers non-personal direct debit facilities, current accounts, deposits, overdrafts, loans, trading, and other credit facilities. The Treasury segment provides the incorporation of banks liquidity and investment management function, management of correspondent bank relationships, and foreign currency trading. The Insurance Services segment involves in incorporating the provision of life and medical insurance, and individual pension administration and annuities. The Other Operations segment comprises of non-trading subsidiaries. The company was founded in 1889 and is headquartered in Kingston, Jamaica.

Part of Scotia Group Jamaica Ltd., Scotia Jamaica Life Insurance Co. Ltd. provides life insurance services. The company is based in Kingston, Jamaica.

Scotiabank Jamaica Foundation supports nation-building through donations and interventions to improve education and health care, as well as, promote community development and environmental preservation. The firm focuses on development, particularly of youth, through sports, education and health care. The company was founded on February 13, 1996 and is headquartered in Kingston, Jamaica.

JMMB Fund Managers Ltd. engages in the provision of fund management services. The company was founded on April 17, 1970 and is headquartered in Kingston, Jamaica.

Ad Fontes Media, Inc. is a media bias intelligence company that rates media sources in terms of political bias and reliability. The company is based in Lafayette, CO. Ad Fontes Media launched its flagship Ad Fontes Data Platform in 2021, which allows its brand, media, and media technology partners to leverage its comprehensive news source ratings in real-time media planning. The company was founded in 2018 by a patent attorney with the mission of positively impacting the media ecosystem. The founder of the company is Vanessa Otero, who has been the CEO since 2018.

Trinity Health of New England Corporation, Inc. provides healthcare services. Its services includes physical therapy, diagnostics, cancer care, cardiology and heart care, neurosciences, pain treatment, and physical rehabilitation. The company is headquartered in Hartford, CT.