Rachel Wolfgang

RhumbLine Advisers LP (RhumbLine) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1990 by J. D. Nelson. RhumbLine manages a broad spectrum of passive strategies in both separate client accounts and pooled funds for institutional investors.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Alta Equity Partners Inc (Alta Equity Partners) is a private equity firm founded in 1996 by Tim Dibble, Bill P. Egan and Brian W. McNeill. The firm is headquartered in Concord, Massachusetts.

International Sign Association provides education and training programs, technical resources, stakeholder outreach, and industry networking events. The firm offers expos, skills assessments, sign academy, instructional services, manufacturing services, case studies, and sign industry and congress. The company was founded in 1944 and is headquartered in Alexandria, VA.

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.