Brandon Roberto

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.

Third Federal Savings & Loan Association provides savings and mortgage products. It offers offers IRAs, annuities, mutual funds, and 401(k) accounts. The company was founded by Ben S. Stefanski and Gerome Stefanski on May 7, 1938 and is headquartered in Cleveland, OH.

Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts).

Flagship Pioneering (Flagship Pioneering) is a venture capital firm founded in 1982 by Ed M Kania and Noubar B Afeyan. The firm is headquartered in Cambridge, Massachusetts.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

McDonald Financial Group engages in the provision of financial consulting services. Its services include personal, federal and state income tax. individual and small business owner assistance,and pension buyout assistance. The company is headquartered in Trenton, MI.

CETRA, Inc. provides professional translation services. Its services include translation, website globalization, software localization and language interpretation, interpreting equipment rental, sign language interpretation, voice overs, transcription, multilingual DTP, media and intelligence analysis, and deployable linguist personnel services. The company was founded in 1997 by Jiri Stejskal and is headquartered in Elkins Park, PA.

Part of CSB Bancorp, Inc. (Ohio), The Commercial & Savings Bank of Millersburg, Ohio offers personal and business banking services, wealth management, and education services. The company is based in Millersburg, OH. The bank provides a range of services, including checking and savings accounts, home loans, consumer loans, digital banking, credit and debit cards, IRAs, and trust services. The bank also offers education services on topics such as budgeting, credit, and cybersecurity. CSB has a strong commitment to building relationships and supporting the communities it serves. Eddie L. Steiner has been the CEO of the company since 2001.

Redwood Financial Network Corp. (Redwood) is an independent registered investment advisor and wealth management firm headquartered in Solon, Ohio. Redwood offers financial and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

Task Force X Capital Management LLC (Task Force X Capital) is a venture capital firm founded in 2015 by Brandon Shelton. The firm is headquartered in Fort Mill, South Carolina.

Part of TMF Group BV, Venture Back Office, Inc. provides accounting and corporate secretarial services. The company is based in Cary, NC. The company was founded in 2007 by Mike Gorman. Venture Back Office was acquired by TMF Group BV on April 08, 2021.