John Morriss

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Textron Systems Corp. provides aerospace and defense technologies. It specializes in unmanned aircraft systems, advanced marine craft, armored vehicles, intelligent battlefield and surveillance systems, intelligence software solutions, precision smart weapons, piston engines, test and training systems, total life cycle sustainment, and operational services. The company is headquartered in Providence, RI.

Part of Prudential Plc, Prudential Annuities Ltd. is a British company that provides life insurance and related services. The company is based in London, UK.

Romito, Tomasetti & Associates PC is an American company.

North Carolina Mutual Life Insurance Co. provides insurance and other financial services. It offers whole & term life, disability income, hospital indemnity, pre-need insurance and fixed annuities. The company was founded by John Merrick, Aaron Mcduffie Moore, and Charles Clinton Spaulding in 1898 and is headquartered in Durham, NC.

The Association of Corporate Counsel is a bar association that promotes the common professional and business interests of in-house counsel through information, education, networking, and advocacy. The non-profit company is based in Washington and has subsidiaries in the United States. Joining ACC provides access to valuable, supportive resources for every stage of your career. Veta T. Richardson has been the CEO of the American company since 2011.

The U.S.-India Business Council operates as a business advocacy organization. The private company is based in Washington. The CEO of the American company is Joseph Gilmour.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Park Street Capital LLC (Park Street Capital) is an independent private equity firm founded in 1997 by Bob G. Segel. The firm is headquartered in Boston, Massachusetts.

Goldman Sachs (Asia) LLC (GS-Asia) is the Hong Kong-based brokerage subsidiary of Goldman Sachs Holdings (Hong Kong) Ltd., ultimately owned by The Goldman Sachs Group, Inc. (NYSE: GS), a multinational investment bank and financial services company headquartered in New York City. Founded in 1984, GS-Asia provides market insight, risk management and execution services to institutional clients which includes asset managers, hedge funds, banks and brokerages, pensions, endowments and foundations, corporations, and governments.

Ascent Venture Management Inc (Ascent Venture Partners) is a venture capital firm founded in 1985. The firm is headquartered in Boston, Massachusetts.

The Lincoln National Life Insurance Co. (Investment Portfolio) (LNLIC-IP) is the investment portfolio division of The Lincoln National Life Insurance Co., an insurance company headquartered in Fort Wayne, Indiana. The firm is a subsidiary of Lincoln National Corp. (NYSE: LNC). LNLIC-IP manages the investment portfolio of various clients.

Chiefofstaff.com LLC provides software services. The company was founded by Robert Epner, Richard McGeary and Dean Jorgensen and is headquartered in Hartford, CT.

NewVantage Partners LLC provides strategic consulting and data management services. It specializes in big data, enterprise data management, data governance and analytics. The company was founded by Randy Bean in 2001 and is headquartered in Boston, MA.

Conrad Petroleum Ltd. operates in the oil and gas exploration industry.

Ansel Health, Inc. provides insurance services. The company is headquartered in Hoboken, NJ.

Sandbox Edutainment Holdings Ltd. functions as an investment holding British company.

Owl Labs, Inc. /CA/ provides solutions for financial institutions. It offers onboarding, KYC & AML, and fraud detection. The company was founded by Sean Merat, Vahid Mirjalili, and Sohrab Merat and is headquartered in Vancouver, Canada.

Brewer Lane Management LLC (Brewer Lane Ventures) is a venture capital firm founded in 2019 by John Yong Kim. The firm is headquartered in Boston, Massachusetts.