Phil Dubuque

Founded in 2022, Beaumont Financial Advisors LLC is a financial advisory firm that provides comprehensive financial expertise to clients. The company is based in Needham, MA and offers a knowledge center to help clients make informed decisions by providing up-to-date information on current and future market trends. Part of Focus Financial Partners, Inc., the company's business philosophy is reflected in the word "partner" in its name.

Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.

Founded in 2004, Walnut Street Capital Management LLC is a hedge fund firm headquartered in Wellesley Hills, Massachusetts.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.