Chris Martin

Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.

Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.

Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA

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