Ellen W. Shumway

Part of Principal Financial Group, Inc., PGI Origin Holding Co. Ltd. is an investment holding British company. The company is based in London, UK. PGI Origin Holding Co. was founded in 1995.

Part of Principal Financial Group, Inc., Finisterre Capital LLP is a company based in Westport, CT that provides investment advisory services.

RobustWealth, Inc. owns and operates a wealth management platform. Its platform integrates an array of features into one suite which include automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals and risk based investment portfolios, and the open architecture use of investment options. The company was founded by Michael Kerins and is headquartered in Lambertville, NJ.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore.