Laura Maria Torres

Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Chadwick Martin Bailey, Inc. engages in market strategy solutions. It offers brand health and positioning, customer journey and loyalty, market strategy, predictive analysis, empact, and social currency. The company was founded by John Martin and Anne Bailey Berman in 1984 and is headquartered in Boston, MA.

KPMG India Pvt Ltd. provides accounting services. It specializes in risk consulting, strategic alliances, deal advisory, infrastructure advisory and government advisory services. The company was founded in September 1993 and is headquartered in Bangalore, India.

CrossHarbor Capital Partners (CrossHarbor Capital Partners) is a private equity firm founded in 1993 by Sam T. Byrne and Bill H. Kremer. The firm is headquartered in Boston, Massachusetts with additional offices in Chicago and Los Angeles.

Boston Harbor Angels Inc (Boston Harbor Angels) is a venture capital firm founded by Michael Williams in 2004. The firm is headquartered in Boston, Massachusetts.

Schroder Investment Management (Switzerland) AG (SIMSAG) is the Swiss wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately owned by Schroders Plc (LON: SDR) in Great Britain. Headquartered in Zurich, SIMSAG was founded in 1988 and acts as the fund management company for the Schroder funds domiciled in Switzerland.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Kainos Capital LLC (Kainos Capital) is a private equity firm founded in 2012. The firm is headquartered in Dallas, Texas.

Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA.

Nimble Partners LLC (Nimble Partners) is a venture capital subsidiary of Passport Capital founded in 2015 by John Howard Burbank. The firm is headquartered in San Francisco, California.

La Ragazza Premier LLC (La Ragazza & Associates) is a venture capital firm founded in 2014 by Katherine Sogolow. The firm is headquartered in Tampa, Florid.

3savenue is an Emirati company that engages in production, post-production monitoring, and performance management activities. The private company was founded by Amal Dokhan.

Alphadomino Communications provides telecommunications services. The Emirati company was founded by Amal Dokhan.

Global Entrepreneurship Network fosters collaboration and initiatives between entrepreneurs, investors, researchers, policymakers, and entrepreneurial support organizations to create healthier entrepreneurship ecosystems. The private company is based in Istanbul, Turkey. The Turkish company operates a platform of projects and programs in over 180 countries, making it easier for anyone to start and scale a business.

Nama Ventures (Nama Ventures) is a venture capital firm founded in 2018 by Mohammed Alzubi. The firm is headquartered in Riyadh, Saudi Arabia.

Friedenthal Financial LLC is an independent registered investment advisor headquartered in Marlton, New Jersey. The firm was founded by Mark S. Friedenthal in 2009. They provide investment advice and management supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations.

Part of Sea Ltd. (Singapore), Shopee Singapore Pte Ltd. is a leading e-commerce platform that provides customers with an easy, secure, and fast online shopping experience. The company is based in Singapore, Singapore and was founded in 2015. Shopee offers a wide selection of product categories, including consumer electronics, home & living, health & beauty, baby & toys, fashion, and fitness equipment. Zhimin Feng has been the CEO of the Singaporean company since 2015.

Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities.

Abunayyan Holding engages in the provision of power generation and irrigation systems. Its activities include the manufacture and distribution of electrical machinery and equipment, including switchgears & control panels, water meters, pipes, pumps & valves, power control, and industrial & building automation systems. The company was founded by Abdullah Rashed Abunayyan in 1950 and is headquartered in Riyadh, Saudi Arabia.

Seedra Ventures (Seedra Ventures) is a venture capital firm founded in 2019. The firm is headquartered in Riyadh, Saudi Arabia.

Clean Energy Venture Management LLC (Clean Energy Venture) is a venture capital firm founded in 2017 by Daniel P. Goldman, David S. Miller and Temple Fennell. The firm is headquartered in Boston, Massachusetts.