Lou Bartenstein

St. Germain Investment Management, Inc. (St. Germain Investments) is a SEC-registered investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 2010 and is a wholly owned subsidiary of D.J. St. Germain Co., Inc. St. Germain Investments provides discretionary investment management (portfolio management) services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning assistance.

New England Asset Management, Inc. (NEAM) is a SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded in 1984 and formerly known as General Re New England Asset Management, Inc. They are a wholly-owned subsidiary of General Re Corp., which is wholly owned by Berkshire Hathaway, Inc. (NYSE: BRK). NEAM provides investment management services primarily to insurance companies (affiliated and unaffiliated with NEAM). The firm also provides investment management services for governmental entities, a pension/profit sharing plan account, pooled investment vehicles and high-net-worth individuals. NEAM manages assets of an insurance company client that includes a charitable organization account.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.