Richard Carlson

Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts.

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

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.

Founded in 1996, Chatham capital Group, Inc. is a registered investment advisor located in Savannah, Georgia. The firm manages marketable securities on a discretionary basis for private individuals, as well as trusts, retirement plans, endowments and foundations

Proton Energy Systems, Inc. manufactures proton exchange membrane, industrial hydrogen generators, and fuel cell products. The firm also offers power plants, materials processing, laboratories and meteorological applications. The company was founded by Trent M. Molter, Robert J. Friedland, William F. Smith, Lawrence C. Moulthrop Jr. and Walter W. Schroeder in 1996 and is headquartered in Wallingford, CT.

Distributed Energy Systems Corp. develops advanced technology related to hydrogen production and fuel cell applications. It operates through two subsidiaries, Proton Energy Systems, Inc. and Northern Power Systems, Inc. Proton is engaged in designing, developing, selling and manufacturing on-site hydrogen gas delivery systems. Northern has a range of businesses, including the design and sale of power generation equipment, engineering, procurement and construction of distributed power systems, the design and sale of direct drive wind turbines, and the servicing of fossil fuel power generation equipment. Distributed Energy Systems was founded on May 19, 2003 and is headquartered in Wallingford, CT.

Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA.

Global Environment Fund Management Corp (Global Environment Fund) is a private equity/venture capital firm founded in 1990 by Jeffrey Leonard and John Earhart. The firm is headquartered in Bethesda, Maryland.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Commons Capital Management LLC (Commons Capital Management) is a venture capital firm founded in 2000. The firm is headquartered in Brookline, Massachusetts.

National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

Taproot Foundation operates as a foundation for social services.

Columbia Cent Clo Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2020 and is a subsidiary of RiverSource Life Insurance Co., owned by Ameriprise Financial, Inc. (NYSE: AMP). Columbia Cent Clo Advisers provides discretionary investment advisory services to pooled investment vehicles intended for institutional and other sophisticated investors.

Columbia Threadneedle Investments (Missouri) provides investment services. Its products include mutual fund, managed accounts, exchange traded funds, 529 plan, variable products, and close-end funds. The company is headquartered in Hazelwood, MO.

Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families.

Albany Symphony Orchestra operates as a professional symphony orchestra. It offers concert programming, recording projects, composer residencies, and educational efforts involving area schools throughout the region. The company was founded by John F. Carabella in 1930 and is headquartered in Albany, NY.