Jack R. Orben

Congoleum Corp. manufactures tiles and floor-covering products. It specializes in luxury vinyl sheet flooring and tile & plank flooring, and duraceramic. The company was founded in 1886 and is headquartered in Mercerville, NJ.

Part of National Fuel Gas Co., HarCor Energy, Inc. is an oil and gas development company. The company is based in Houston, TX. HarCor Energy was acquired by Seneca Resources Co. LLC on May 19, 1998 for $32.54 million.

Unified Financial Services, Inc. provides financial products and services. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. The company was founded in 1989 and is headquartered in Lexington, KY.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. They are a subsidiary of First Eagle Holdings, Inc., owned by BCP CC Holdings LP. FEIM provides investment advisory services mainly to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), and to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies.

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.

Senate Construction Corp. provides construction services. The firm specializes in building ground-up construction to renovation and fit-out space for manufacturing, health care and life sciences facilities, mixed use development, interior corporate space, retail and additional projects. Its services include construction management, general contracting, sustainable construction, building information modeling and construction planning guide. The company was founded by Robert D. France in 1990 and is headquartered in Shirley, MA.

Spaulding & Slye Co. is an American company that provides real estate development services.

New England Life Care, Inc. provides healthcare services. It offers home infusion therapy, home infusion nursing, and specialty pharmacy services such as nutritional, anti-infective, chemotherapy, and pain management. The company was founded in 1987 and is headquartered in South Portland, ME.

Taj Boston owns and operates a five star hotel. It offers guest rooms and property features and amenities. It also offers business services such as copy service, network and internet printing, notary public, overnight delivery and pickup, post and parcel, and fax service. The company is headquartered in Boston, MA.

Boyd Corp. (Woburn), Inc. designs and manufactures cold plates, chassis, chillers, cooling systems and heat exchangers for thermal management applications. The firm offers custom chillers and standard cooling systems, such as recirculating chillers, liquid-to-liquid cooling systems, and ambient cooling systems; custom and standard cold plates, including tubed cold plates, flat tube cold plates, and vacuum-brazed performance-fin cold plates; and custom heat exchangers and standard heat exchangers, such as plate-fin, oil cooler flat tube, tube-fin, and brazed-plate liquid-to-liquid heat exchangers. The company was founded by Ernest Neumann and Ferdinand Lustwerk in 1958 and is headquartered in Woburn, MA.

Honeywell Electronic Materials, Inc. develops and manufactures materials used for integrated circuits. It offers material technology in dielectrics, metals, interconnect packaging solutions, optoelectronic, and electronic chemicals. The company is headquartered in Spokane, WA.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Boys & Girls Club of Northern Westchester provides supervised recreation, physical instruction, educational programs and civic opportunities for kids. The company was founded in 1939 and is headquartered in Mount Kisco, NY.

Regis High School is a private company based in New York, NY and has subsidiaries in the United States.

W.K. Kellogg Foundation Trust is an investment firm headquartered in Battle Creek, Michigan. The Trust was created by breakfast cereal innovator and entrepreneur W.K. Kellogg. The W.K. Kellogg Foundation is the sole beneficiary of the W.K. Kellogg Foundation Trust.

Prudential Retail Mutual Funds provides mutual fund services. The private company is based in Newark, NJ.

Prudential Jennison MLP Income Fund, Inc. operates as a closed-end management investment company. The investment objective of the fund is to provide total return with an emphasis on current distributions to stockholders. Prudential Jennison MLP Income Fund was founded on March 11, 2014 is headquartered in Newark, NJ.

AltaOne Capital LLP (AltaOne) is an independent investment management firm headquartered in London, UK. The firm was founded by Behdad Alizadeh and Shahriar Tadjbakhsh in 2015. AltaOne manages the assets of individual and institutional clients.