Roy A. Conrad

Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals.

Heritage Property Investment Trust, Inc. operates as a real estate investment trust. It is engaged in the acquisition, ownership, management, lease and redevelopment of grocer and community shopping centers in the Eastern, Midwestern and Southwestern United States. Heritage Property Investment Trust is a subsidiary of Centro Properties Group. The company was founded on July 9, 1999 and is headquartered in Boston, MA.

Blum, Shapiro & Co. PC engages in the provision of accounting, tax and business consulting services. It offers accounting and auditing, tax, consulting, real estate cost segregation studies, financial, estate and trust planning, employee benefit assurance, staffing, litigation consulting and forensic accounting, and bankruptcy services. The company was founded by Julius Shapiro in 1980 and is headquartered in West Hartford, CT.

NASDAQ OMX BX, Inc. provides securities exchange services. It offers electronic and floor-based trading solutions to financial firms, dealers, investment institutions and listed public companies. The firm’s products include automated price improvement; Boston Exchange automated communication and order-routing network, BEACON REMOTE and execution quality report. The company was founded in 1834 and is headquartered in Boston, MA.

Hometown Financial Group, Inc. operates as a bank holding company. The company is headquartered in Flanagan, IL.

Colliers International Property Consultants, Inc. provides real estate solutions. It offers investor services that include brokerage landlord, investment, project management, property marketing, real estate management, research, and valuation and advisory; occupier services that include brokerage tenant and corporate solutions; and specialized services such as food advisory, healthcare, and retail. The company was founded in 1976 and is headquartered in Seattle, WA.

National Financial Cos. provides financial and management services. The private company is based in Boca Raton, FL and has subsidiaries in the United States.

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.

Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).

Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

South Shore YMCA provides health, fitness, sports, arts and education programs for every age and ability. The company was founded in 1981 and is headquartered in Hanover, MA.

Savings Banks Employees Retirement Association provides retirement benefit plans to personnel of Mutual Savings Banks. The firm offers ESOP’s, stock funds, SERP’s, FSA accounts and actuarial consulting. The company was founded in 1944 and is headquartered in Woburn, MA.

LVCC, Inc. provides consulting services to corporate and non-profit organizations. Its services include strategic planning, non-profit board development, business development, organizational infrastructure, and project management. The firm serves investment firms seeking new client assets and expanding operations, non-profit organizations reviewing their operations and program strategies, and small business owners repositioning for growth. The company was founded by Pamela Carrington Scott in 2003 and is headquartered in Marblehead, MA.

The Thayer Academy provides educational services. It regulates student enrollment requirements and establishes educational standards, procedures, and curriculum. The firm offers college preparatory education that attracts students from diverse social, ethnic, economic, and academic backgrounds. The company was founded in 1877 and is headquartered in Braintree, MA.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

Massachusetts Bankers Association, Inc. is a business association. The non-profit company is based in Boston, MA. The CEO of the company is Kathleen M. Murphy.

The YMCA of Greater Boston, Inc. provides social services. The firm offers youth development, healthy living and social responsibility services. It conducts pre-K, youth, teen, adult., family programs and provides early education care services. The company was founded in 1851 and is headquartered in Boston, MA.

Wediko Children's Services is a non-profit organization which facilitates mental health and educational programs for children. It provides continuum of care, Wediko school, camp Wediko, Wediko community program, Wediko school-based program, and outpatient practice. The company was founded in 1934 and is headquartered in Boston, MA.

Moors & Cabot, Inc. (Investment Management) (Moors & Cabot-IM) is the asset management division of Moors & Cabot, Inc., a registered broker/dealer headquartered in Boston, Massachusetts. The firm was founded in 1890 by John F. Moors and Charles Cabot. Moors & Cabot-IM provides advisory services to individuals, high net-worth individuals, corporations or other businesses, pension and profit-sharing plans, trusts and estates, and charitable organizations.

Avison Young provides commercial real estate services. Its services include transaction management, landlord representation, management and advisory, tenant representation, capital markets, design management, consulting and advisory, mortgage services, and construction management. The company was founded in 2009 and is headquartered in Washington, DC.

The New England Council, Inc. operates as business association firm. It also offers counseling services to academic, health institutions, public and private organizations. The company was founded in 1925 and is headquartered in Boston, MA.

The Boston Police Athletic League, Inc. operates as a youth athletic league. The private company is based in Boston.