Paul F. H. Holt

HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.

Greenwich Associates LLC engages in the provision of business consulting services to the financial services industry. It offers market intelligence, benchmarking information, and service provider rankings in the areas of investment management; fixed income; equities; corporate finance; small and midsized business banking; and treasury. The company was founded by Charles D. Ellis in 1972 and is headquartered in Stamford, CT.

Cambridge International Partners, Inc. provides M&A advisory services. It offers services to the investment managers, banks, trust companies, insurance groups, securities firms, diversified financial service organizations and financial investors. The company was founded by Paul F.H. Holt and Douglas P. Klassen in 1989 and is headquartered in New York City, NY.