Albert M. Jaffarian

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Golden Gate National Senior Care LLC provides healthcare services. Its services include nursing home care, rehabilitation therapy, hospice care, and assisted living. The company was founded in 1963 and is headquartered in Plano, TX.

SMaL Camera Technologies, Inc. designs and manufactures digital cameras and provides digital imaging solutions for business and consumer markets. It also offers slim digital still cameras, automotive vision systems and camera-enabled mobile devices. The company was founded by Charles G. Sodini in 1999 and is located in Cambridge, MA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA.

C-Port Corp. develops and manufactures network processors used in optical networks. It provides key elements of a communications platform solution for customers building networking systems. The company offers processor technology and software tools for building networking products that support the converged global network infrastructure. C-Port was founded by Laurence G. Walker and David J. Husak in November 1997 and is located in North Andover, MA.

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.

Fish & Richardson PC provides legal services. The firm specializes in intellectual property, litigation, transactional, and regulatory services. the company was founded in 1878 and is headquartered in Boston, MA.

Horizon Bay Management LLC provides independent living and skilled nursing care services. The company was founded in 2001 and is headquartered in Brentwood, TN.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

A&D Environmental Services, Inc. provides environmental waste cleaning and removal services. Its services include industrial, waste management, remediation, emergency response, and transportation services. The company was founded in 1992 and is headquartered in High Point, NC.

Senior Lifestyle Corp. owns and operates residential communities for senior citizens. The firm offers independent living, assisted living, memory care, skilled nursing and rehab, affordable senior apartments and short term stays services. The company was founded by William B. Kaplan and James B. Klutznick in 1985 and is headquartered in Chicago, IL.

National Response Corp provides environmental, industrial, and emergency solutions. Its services include responsive, industrial, remediation, marine, consultancy, and training solutions. It offers pre-contracted oil spill removal coverage to vessels of all types and also covers assorted terminals, refineries, utilities, offshore exploration and production platforms, pipelines, and airports. The company was founded in 1992 and is headquartered in Great River, NY.

The National Mentoring Partnership, Inc. provides public voice, developing and delivering resources to mentoring programs nationwide and promoting mentoring through standards, cutting-edge research and tools. The company was founded in 1990 and is headquartered in Alexandria, VA.

Association of Jesuit Colleges & Universities represents the 28 Jesuit institutions of higher education located in the United States. The company is headquartered in Washington, DC.

Hiperos LLC engages in the provision of third party management software. It offers Hiperos 3PM, a software that offers queue manager, and real-time interactive dashboards and data visualization. The firm offers solutions that help businesses to minimize reputational risk, regulatory penalties, and negative customer impact. The company was founded by Michele J. Flynn, John Abbatico, and Greg Dickinson in 2007 and is headquartered in Southborough, MA.

Accutest Laboratories of New England, Inc. provides environmental analytical services. It offers services to industrial, engineering, consulting, and government clients. The company was founded on April 17, 1990 and is headquartered in Marlborough, MA.

Klenzoid Canada, Inc. provides water treatment chemicals and services. It offers pre-treatment program, boiler water, cooling water, and wastewater programs. The company was founded on November 19, 2012 and is headquartered in Mississauga, Canada.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Founded in 1975, the Greater Worcester Community Foundation, Inc. is a public charitable corporation located in Worcester, Massachusetts. The Greater Worcester Community Foundation's asset allocation policy is designed to preserve and grow principal over the long-term. The Investment Committee reviews performance evaluation data and selects managers for each asset class, based on guidance from independent consultants Prime Buchholz & Associates. The Foundation's asset allocation policy provides a disciplined approach to investments to ensure that funds will be available to address both immediate and future community needs.