Brian Schools

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.

CU Direct Corp. engages in the provision of software networking solutions and credit union services. It offers advisory services, AutoSMART, CUDL, Intuvo, Lending 360, lending insights, OnSpot financing, vehicle remarketing, and Vero. The company was founded in 1994 and is headquartered in Ontario, CA.

Kinecta Federal Credit Union provides financial products and services. It offers checking and savings, real estate center, auto buying center, personal loans and credit cards, and business services. The company was founded in October 1940 and is headquartered in Manhattan Beach, CA.

DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke.

Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC.

Kinecta Alternative Financial Solutions, Inc. provides banking depository services. The company was founded by Tom Nix in 1966 and is headquartered in Manhattan Beach, CA.

The Miriam Hospital provides health care services. It offers ambulatory care services, blood glucose testing & teaching, occupational therapy, nutrition counseling, nursing, physical therapy and cardiac rehabilitation. The company was founded in 1926 and is located in Providence, RI.

Part of Franklin Resources, Inc., Stonehorse Capital Management is a company that manages an investment fund. The company is based in Boston, MA. Stonehorse Capital Management was acquired by Fiduciary Trust International LLC on July 22, 2011.

Corning Credit Union engages in the provision of financial services. It offers checking account, savings account, online banking, mortgages, loans, and insurance. The company was founded in 1936 and is headquartered in Corning, NY.

Sandia Laboratory Federal Credit Union provides banking services. It offers online banking, home loans, credit cards, online banking, business loans, business credit cards, and cash management services. The company was founded in 1948 and is headquartered in Albuquerque, NM.

Connex Credit Union, Inc. offers financial services and products. It offers personal and business savings, checking, loans, youth accounts, life events, and credit cards. Its services include electronic, mobile, financial fitness program, and investment CIRS. The company was founded in 1940 and is headquartered in North Haven, CT.

Federal Credit Union is a financial institution that is federally chartered. The CEO of the American company is Gaye DeCesare.

Commonwealth Credit Union is a financial institution based in Frankfort, KY. The private company provides financial services to its members. The CEO of the company is Karen C. Harbin.

Arlington Community Federal Credit Union operates as a credit union. The private company is based in Falls Church, VA. The CEO of the company is Karen Rosales.

Part of National Association of Federally-Insured Credit Unions, Inc., NAFCU Services Corp. was founded in 1967 and is based in Arlington, VA. The company's team of partners provides credit unions with groundbreaking ideas and next-gen solutions to compete, change the status quo, and grow their institutions. The company offers funding, educational content, and a portfolio of trusted and vetted preferred partners. For over 40 years, NAFCU Services has served credit unions across the country, connecting them with proven and vetted business solutions. The company's team of preferred partners delivers cutting-edge products and services that credit unions use to compete, grow, and change the status quo, serving nearly 100% of credit unions with thought leadership and award-winning solutions in technology, risk management, lending, payments, and more.

Cornerstone Credit Union League operates as a non-profit organization that provides services and resources to credit unions. It offers educational and networking services. The company is headquartered in Plano, TX.