Ed Taylor

Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds.

QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms.

Part of Gencap Partners LLC, Front Row Advisors LLC is a company that provides investment advice. The company is based in Tiburon, CA. The company was founded in 2015 by Stephen Andrew Bradley.

BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Part of Ledyard Financial Group, Inc., Ledyard National Bank is a banking institution that offers personal and business banking services, including checking and savings accounts, credit cards, mortgages, and loans. The company is based in Hanover, NH. In addition to banking services, Ledyard National Bank also offers wealth management services, including investment management and brokerage services. The company provides convenient banking tools such as online and mobile banking, cardvalet, and uchoose debit card rewards. Ledyard National Bank is committed to providing excellent customer service and educating its clients through its education and information center. The company was founded by Dick Couch, and Josephine Moran has been the CEO of the company since 2023.

The Independent Community Bankers of America provides community banking services. The private company is based in Washington and has subsidiaries in the United States. Rebeca Romero-Rainey has been the CEO of the American company since 2011.

The New Hampshire Bankers Association is an organization that supports its members by fostering a banking environment that strengthens communities. The organization is based in Concord, NH, and provides support to banks, trust companies, and associate members throughout the state. The association offers various services and resources to its members, including professional development opportunities, endorsed partners, and advocacy efforts.

Kendal At Hanover provides retirement care services. It provides three levels of care services residential living, assisted living including memory care and skilled nursing. The company was founded in July 1991 and is headquartered in Hanover, NH.

New Hampshire Business Committee for the Arts engages in educate, motivate, and recognize business support of and participation in the arts, advocates for the value of the arts in economic, social and community development, and facilitates people and projects that enhance engagement in the arts. The company was founded in 1985 and is headquartered in Concord, NH.

ICBA Bancard operates as a bankers association. The company was founded in 1985 and is headquartered in Washington,DC.

ICBA Securities Corp. provides investment banking services. The private company is based in Memphis, TN. The CEO of the company is Jim Reber.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.

Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA.

Boston Trust Walden Corp. provides investment advisory services. The company is headquartered in Boston, MA.

Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

Spencer Trask & Co. operates as investment firm. The firm offers services specialize in asset management, startups, and early stage investment. The company is headquartered in New York, NY.

Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs.

Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Key Largo, Florida. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC.