Steve Jacobsmeier

Ajay Sports, Inc. designs and manufactures a range of golf equipment including hand-pulled golf carts, golf bags, golf clubs, and golf gloves.

DVI Inc. provides medical procedures such as diagnostic imaging and radiation therapy. The company conducts its business principally through two operating subsidiaries DVI Financial Services Inc and DVI Business Credit Corporation. The company was founded in 1986 and is located in Jamison, PA.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Bar Harbor Bank & Trust operates as a community bank. It offers personal and business banking services, and trust services. The company was founded in 1887 and is headquartered in Bar Harbor, ME.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals.

Berkshire Bank (Pittsfield, Massachusetts) operates as state commercial bank. It offers banking, insurance, and wealth management. The company is headquartered in Pittsfield, MA.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

United Way of Greater Cleveland provides individual and family services. Its programs include fund raising, volunteer and engagement center, community conversations, young leadership training, and women's leadership council. The company was founded on August 27, 1957 and is headquartered in Cleveland, OH.

The Alzheimer's Association is based in Chicago, IL and has subsidiaries in the United States. The Alzheimer's Association provides information and resources for Alzheimer's and other dementias. Alzheimer’s Association was founded in 1980. Joanne Pike has been the CEO of the company since 2016.

Siemens Financial Services, Inc. provides business-to-business financial solutions. It offers equipment, transport, and automobile leasing services. The firm serves energy, healthcare and infrastructure industries. The company was founded in 1997 and is headquartered in Iselin, NJ.

Spectrum Global Fund Administration is a premier provider of independent, third-party administration to the alternative investment industry. They offer a full suite of administration solutions to Hedge Funds, Hedge Funds of Funds, Managed Account Platforms, Commodity Trading Advisors, Commodity Pool Operators, Family Offices and other Investment Management Firms. Spectrum is committed to providing their clients with the operational infrastructure and controls needed to meet and exceed industry best practices. Their industry leading solutions are generated through a synergy of experienced people, controlled processes and superior technology.

Green Campus Partners LLC provides energy and financial services. It offers outsourced and third party ownership, energy efficiency, renewable energy, distributed energy, capital raising, consulting and advisory solutions, and facility infrastructure. The company serves healthcare, higher education, government, and commercial and industrial markets. Green Campus Partners was founded in 2009 and is headquartered in Edison, NJ.

Infinio Systems, Inc. develops software solutions to disrupt the enterprise data storage market. Its solutions include enterprise application and databases, VDI, software build and test, datacenter refresh, and technology alliances. The company was founded by Vishal Misra, Arun Agarwal, Joshua Reich and Dan Rubinstein in 2011 and is headquartered in Austin, TX.

Part of KFBG Holdings LLC, Financial Life Advisors LLC is a company that provides investment advice. The company is based in San Antonio, TX. The company was founded in 2003. Kirk Warren Francis has been the CEO of the company since 2017.