James Newman

Connell LP (Connell) is a private equity firm founded in 1987. The firm is headquartered in Boston, Massachusetts.

Zahren Financial Co. LLC (Zahren Financial) is a private equity/venture capital firm founded in 1984 by Bernard Zahren. The firm is headquartered in Avon, Connecticut.

Valenti Wealth Management LLC provides investment advice. Its services include wealth vision, fee-based personal financial, retirement, education and estate planning, tax strategies, risk management solutions, long-term care, and legacy planning and chartiable giving. The company was founded by Joan Valenti and is headquartered in Farmington, CT.

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.