Lee Chertavian

Founded in 1999, Placemark Investments, Inc. is a registered investment advisor located in Addison, Texas. The firm is a subsidiary of Placemark Holdings, Inc.. They serve as an overlay portfolio manager for enabling Unified Managed Account programs. They work with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Their customized investment solutions are designed to financial advisors to deliver superior service to high net-worth clients.

Trans National Group Services LLC develops software which runs customer-data collection and interpretation services for financial organizations. The company is headquartered in Boston, MA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Deutsche Bank Investment Management, Inc. is an investment advisor headquartered in New York City. The firm is a subsidiary of Deutsche Bank AG (NYSE: DB).

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.