Ron Roberts

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Hillman Capital Management, Inc. (HCM) is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Mark A. Hillman in 1998. HCM provides discretionary and non-discretionary investment advisory services to separately managed accounts, a mutual fund and a private fund. It also serves as a discretionary portfolio manager to clients participating in wrap fee, sub-advisory or “dual contract” programs.

OneMagnify engages in the provision of marketing communications services. It offers targeted marketing solutions, lead generation, incentives and program administration, e-marketing, marketing intelligence, marketing asset management, and application management services. The company was founded in 1967 and is headquartered in Detroit, MI.

Part of Enerforce Energy Ltd, Keystone Investment Management Group, Inc. invests capital in certain portfolio companies. Keystone Investment Management Group was acquired by Enerforce Energy Ltd on March 10, 1999.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.

Smithsonian National Air & Space Museum operates museums. The company was founded in 1976 and is headquartered in Washington, DC.

The Henry Ford is a non-profit organization, which engages in operating museum and other educational centers. Its properties include the Henry Ford Museum of American Innovation, Greenfield Village, Ford Rouge Factory Tour, and Giant Screen Experience. The company was founded by Henry Ford and is headquartered in Dearborn, MI.

Founded in 1962, the New Hampshire Charitable Foundation is a non-profit charitable foundation located in Concord, New Hampshire with additional offices in Portsmouth and Hanover. The Foundation works to improve the quality of life in New Hampshire communities. They focus on seven regions of the state including: Lakes, Manchester, Monadnock, Nashua, North Country, Piscataqua and Upper Valley