Jodi L. Detch

Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston

Lexington Insurance Co., Inc. provides insurance services. It provides property, casualty, financial lines, healthcare, personal lines and specialty lines insurance coverages and services. The company was founded in 1965 and is headquartered in Boston, MA.

Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.