Darci Palmer

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

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.

Valley National Bank provides retail and commercial banking services. The firm offers depository banking, consumer and commercial lending, trust and pension services. The company was founded in 1927 and is headquartered in Passaic, NJ.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.

TriMega Purchasing Association provides office products and services. The firm is a buying group serving office products dealers. It offers production, distribution and marketing of materials and also provides information sharing through networking at national and regional activities and delivery of education at industry events. The company was founded in 1987 and is headquartered in Rosemont, IL.

The Innovative Edge LLC provides coaching and training services to executives, managers, teams and individual contributors. The firm offers women's programs under the Hairpin Turns banner. Its clients include Applied Materials, Lucent Technologies and Sun Microsystems. The company was founded by Denise Brouillette in 1994 and is headquartered in San Francisco, CA.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

New England Office Supply, Inc. sells office products and furniture. Its products include boards, easels, carrying cases, clips, card file refills, photo papers, calculators, cameras, lecterns, tables, cups, sleeves, ink and toner. The firm provides services to corporations, colleges, non-profit agencies and state, federal and local government with total business products solutions through contract delivery. The company was founded in 1993 and is headquartered in Braintree, MA.

Buckingham Browne & Nichols School provides education services. The company is headquartered in Cambridge, MA.

Founded in 1938 by DeWitt and Lila Acheson Wallace, the Readers Digest Foundation is a charitable institution headquartered in White Plains, New York. The foundation is funded by contributions from the Reader's Digest Association, is a global media and direct marketing company. The Reader's Digest Foundation seeks to create opportunities and promote efforts that encourage individuals to make a positive difference in their communities and to support programs designed to help young people learn, grow and enrich their lives.

Invus Financial Advisors LLC (Invus Financial Advisors) is a private equity firm founded in 2006 by Leslie L. Lake and Sacha Lainovic. The firm is headquartered in New York.

The National Blood Clot Alliance is an organization that emphasizes the importance of caregivers in the recovery process of blood clot patients. The non-profit company is based in Philadelphia, PA and was founded in 2003 by Lori Preston. Caregivers are seen as a crucial component in providing support and advocating for the patient's care.