Alex Matthew Paul

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA.

Testa, Hurwitz & Thibeault LLP provides legal services. It offers a perspective on the industries in which clients operate and a network of contacts within the investment and business communities. The firm provides clients to gain access to all of the collective wisdom, counsel and advocacy. The company was founded in 1973 and is located in Boston, MA.

Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities.