Bruce H. Monrad

Sippican Capital Advisors LLC is an independent registered wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Gordon Barrett in 2010. They provide personal, active and client-oriented investment management of financial assets. Their clients include individuals, families and trusts, foundations and endowments.

Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses.