Trevor Scott Gailun

Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services.

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.

Nutter Investment Advisors LP (NIA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1988 and they are a subsidiary of Nutter, McClennen & Fish LLP. NIA manages investment portfolios on behalf of individuals, endowments and foundations.

Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients.

Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA.

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Renaissance Investment Group LLC (RIG) is a registered investment advisor headquartered in Lenox, Massachusetts. The firm was founded by Hudson Smith and Reginald Vincent in 2000 and is a wholly-owned subsidiary of SA Concepts LLC. RIG provides highly personalized investment and financial counseling services to individuals, families, fiduciaries, and organizations.

Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations.

Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies.

Measured Wealth Private Client Group LLC provides investment advice. The private company is based in Portsmouth, NH. The company was founded in 2014 by Edward Heath Benway. Edward Heath Benway has been the CEO since 2014.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.