John J. Nelson

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

ArcLight Capital Holdings LLC (ArcLight Capital) is a private equity firm founded by Dan R. Revers and Robb Eric Turner in 2000. The firm is headquartered in Boston, MA.

New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Waste Services, Inc. operates as a integrated solid waste services company. It provides collection, transfer, landfill disposal and recycling services for the commercial, industrial and residential industries. It was founded in 1997 and is headquartered in Burlington, CA.

Tandym Group LLC engages in the provision of recruitment, temporary staffing, and workforce management solutions. Its practice areas includes accounting and finance, creative and digital, engineering, financial services, health services, human resources, information technology, legal, life sciences, non-profit, and office support. The company was founded by Edward Fleischman in 1985 and is headquartered in New York, NY.

DeWinter Holdings LLC provides recruiting and hiring services. It serves the accounting, finance, and information technology sectors. The company was founded by Derek DeWinter and Mike Tomasello in 2000 and is headquartered in Campbell, CA.

Revela Foods LLC produces and markets cheese. The firm offers melting cheese, cheese sauce base, bacon cheese, salami cheese, Yellow American, and japaleno cheese. The company was founded in 1899 and is headquartered in New Berlin, WI.

Auour Investments LLC (Auour) is an independent, SEC-registered fund management firm headquartered in Wenham, Massachusetts. Formerly known as Auour Advisory LLC, the firm was founded in 2013 by Joseph Hosler, Robert Kuftinec, and Kenneth Doerr. Auour provides boutique wealth management to individuals and institutions to protect and grow their wealth.

OneSource Distributors LLC distributes electrical and electronic industrial automation products. It offers lighting, automation, cords, cables, and industrial tooling products. The company was founded by Robert S. Zamarripa and Paul S. Judge in 1983 and is headquartered in Oceanside, CA.

Carnegie Dartlet LLC provides marketing and information services for colleges and universities. It offers collegeXpress platform, digital strategy, paid search marketing, retargeting, mobile marketing, IP targeting, social media advertising, google analytics, and student search services. The firm serves undergraduate, graduate and transfer recruitment, adult and continuing education recruitment, international recruitment, multicultural and diversity recruitment, faith-based recruitment, private k-12 and summer program recruitment, students and agencies. The company was founded by Joe Moore in 1983 and is headquartered in Westford, MA.

International Ice Cream Corp. distributes frozen dessert products. It offers ice cream, beverages, snacks, and slush. The firm also provides retail convenience, food service, and mobile solutions. The company was founded by Bruce C. Ginsberg in 1999 and is headquartered in Norton, MA.

FMS Solutions Holdings LLC provides accounting and consulting services. Its solutions include business process outsourcing, application, payroll, document imaging, FMS labor saver, and tax screening. The company was founded in 1974 and is headquartered in Fort Lauderdale, FL.

Rhythmlink International LLC engages in the design, manufacture, and distribution of medical devices. It offers custom packaging labeling, custom products, and contract manufacturing. The company was founded by Shawn Regan and John-Michael O'Leary in 2002 and is headquartered in Columbia, SC.

Centra Industries, Inc. manufactures mechanical assemblies to the aerospace and automotive markets. The firm supplies structural components and assemblies for commercial aircraft, tight tolerance parts, supporting major commercial and military aircraft programs. The company was founded in 1974 and is headquartered in Cambridge, Canada.

Flying Colours Corp. engages in the provision of maintenance and completions of aircraft. Its services include aircraft sales, avionics, completions, component repair, design, engineering, executive conversions, maintenance, paint, refurbishment, and special mission. It focuses on the following area: green completions; refurbishment and modification; executive conversions; maintenance and repair; exterior paint; avionics upgrade and installation; engineering & design; component overhaul and repair; auxiliary fuel systems. The company was founded in 1989 and is headquartered in Houston, TX.

Continental Cafe LLC operates restaurants and provides accommodation services. It offers vending, continental cafe and catering, cuisine and pantry services. The company was founded by Jim Bardy in 1989 and is headquartered in Troy, MI.

EPTAM Plastics Ltd. provides precision machined plastic solutions. It offers plastic injection,plastics and screw machining, CNC turning turning and routing, and prototype plastics cell. The company was founded in 1981 and is headquartered in Northfield, NH.

REACH Medical Holdings LLC provides air medical transport services. The firm provides air medical transport services utilizing rotor- (helicopter) and fixed-wing (airplane) aircraft regionally, nationally and worldwide. The company is headquartered in Santa Rosa, CA.

New PT-1 Holdings LLC provides patient logistics services to health care systems. The firm’s services include communications and logistics, patient movement and transportation, patient contact and event medical services. The company was founded by Michael Sechrist and Elena Whorton in 2000 and is headquartered in Cotati, CA.

BancBoston Ventures Inc. (BancBoston Ventures), a subsidiary of Bank of America, NA (Charlotte, North Carolina) is a venture capital firm founded in 1959. The firm is headquartered in Boston, Massachusetts.