Marcy R. Carlin

Essex Investment Management Co. LLC (Essex) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Hazard and Joseph McNay in 1976. Essex provides investment management services on a discretionary basis to institutional clients, such as employee benefits plans, endowment funds, foundations, religious organizations, and mutual funds. The firm also provides investment management services to individuals (private clients), limited partnerships and limited liability companies.

Chicago Public Library Foundation provides educational services. The firm provides on-going funding, through its endowments and annual fundraising for collections, book acquisition and a variety of community-based programs. The company was founded in 1986 and is headquartered in Chicago, IL.

The Burridge Group LLC (TBG) is a member of the Affiliated Managers Group (NYSE: AMG) network of investment advisors. TBG offers a variety of investment solutions through its own investment management divisions, Burridge Growth Partners and Sound Equity Partners and in conjunction with other affiliates of AMG. A newly formed third division, Portfolio Services Group, offers portfolio administration and client services support. TBG is located in Chicago.