Richard A. Phillips

Blum, Shapiro & Co. PC engages in the provision of accounting, tax and business consulting services. It offers accounting and auditing, tax, consulting, real estate cost segregation studies, financial, estate and trust planning, employee benefit assurance, staffing, litigation consulting and forensic accounting, and bankruptcy services. The company was founded by Julius Shapiro in 1980 and is headquartered in West Hartford, CT.

NASDAQ OMX BX, Inc. provides securities exchange services. It offers electronic and floor-based trading solutions to financial firms, dealers, investment institutions and listed public companies. The firm’s products include automated price improvement; Boston Exchange automated communication and order-routing network, BEACON REMOTE and execution quality report. The company was founded in 1834 and is headquartered in Boston, MA.

Hometown Financial Group, Inc. operates as a bank holding company. The company is headquartered in Flanagan, IL.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

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.

Envision Bank operates as a state chartered commercial bank. The company was founded in 1851 and is headquartered in Randolph, MA.

ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY.

Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA.

Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA.

Joslin Diabetes Center, Inc. is a non-profit organization, which engages in the development of pharmaceuticals for diabetes. It provides adult care, pediatric care, eye care, and education programs and classes. The company was founded by Elliott P. Joslin in 1893 and is headquartered in Boston, MA.

Moors & Cabot, Inc. (Investment Management) (Moors & Cabot-IM) is the asset management division of Moors & Cabot, Inc., a registered broker/dealer headquartered in Boston, Massachusetts. The firm was founded in 1890 by John F. Moors and Charles Cabot. Moors & Cabot-IM provides advisory services to individuals, high net-worth individuals, corporations or other businesses, pension and profit-sharing plans, trusts and estates, and charitable organizations.

Neat Capital, Inc. operates as a marketplace platform delivering mortgages to credit borrowers with virtually no paperwork. It provides residential mortgage process for borrowers and investors. The company was founded by Christin Price, Luke Johnson, Nicole Farrar, Tom Furey, Chad Lewkowski and Steve Herschleb in 2015 and is headquartered in Boulder, CO.

Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA.

South Shore YMCA provides health, fitness, sports, arts and education programs for every age and ability. The company was founded in 1981 and is headquartered in Hanover, MA.

Capital Crossing Servicing Co. LLC operates as an industry leading underwriter and investor in and servicer of commercial real estate and small business loans. It offers loan acquisition, loan portfolio underwriting, asset management, loan servicing, and real estate management. The company was founded in 1987 and is headquartered in Boston, MA.

Archdiocese of Boston provides health and outreach programs. The non-profit company is based in Brighton, MA.

Century Bank & Trust Co. (Somerville, Massachusetts) provides personal and business banking services. The company is headquartered in Somerville, MA.

South Shore Hospital is a charitable, not-for-profit, tax-exempt, regional provider of acute, outpatient, home health, and hospice care for the 700,000 residents of Southeastern Massachusetts. The company's home health care division South Shore Visiting Nurse Association, includes South Shore Visiting Nurses, Hospice of the South Shore, and Home & Health Resources.

Massachusetts Bankers Association, Inc. is a business association. The non-profit company is based in Boston, MA. The CEO of the company is Kathleen M. Murphy.

Depositors Insurance Fund is an insurance fund that insures all deposits above Federal Deposit Insurance Corporation (FDIC) limits at its member banks. It provides assistance to a member bank when the Commissioner determines it is inadvisable or inexpedient for the member bank to continue to transact business without receiving financial assistance from the Fund. The company was founded in 1934 and is headquartered in Woburn, MA.

Catholic Charitable Bureau of the Archdiocese of Boston, Inc. provides child, family and community services. The company was founded by John J. Williams in 1903 and is headquartered in Boston, MA.

Boston Community Capital Inc (Boston Community Capital) is a venture capital subsidiary of BlueHub Capital Inc founded in 1985. The firm is headquartered in Boston, Massachusetts.

Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).