Andrew T. Lucich

Based in Rochester, New York, Capital Formation Group, Inc. (CFG) is a private equity firm.

Family Capital Trust Co. (Investment Management) (Family Capital-IM) is the investment management division of Family Capital Trust Co., a private, nationally chartered corporate trustee headquartered in Peabody, Massachusetts. The firm was founded in 1999 by Robert Frey and Letitia Beauregard. Family Capital-IM manages family trusts and multi-generation wealth for individuals, families, institutions, and foundations.

Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients.

Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA

Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties.