Jonathan G. G. Isaac

Natixis Investment Managers LP engages in the provision of investment management solutions. Its investments focused on the mutual funds, exchange traded funds, target date funds, retirement, separate accounts, and wealth management. The company was founded in 1997 and is headquartered in Boston, MA.

Pear Tree Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Lincoln, Massachusetts. The firm was founded by Willard Umphrey and Leon Okurowski in 1985 as Quantitative Investment Advisors, Inc. The firm provides asset management services for high net-worth individuals and offer a suite of specialized funds managed by some of the most well-regarded institutional investment managers.

US Boston Capital Corp. provides wealth management services. The private company is based in Lincoln, MA and has subsidiaries in the United States. The company was founded in 1969 by Leon Peter Okurowski and Willard Lee Umphrey.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

Eaton Vance Diversified Emerging Markets Local Income Fund, Inc. is a closed-end investment fund and investment trust. Its investment objective is to provide current income and also seek capital appreciation to the extent consistent. The company was founded in December 12, 2010 and is headquartered in Boston, MA

Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

OneUnited Bank provides banking services. It provides consumer and business banking, as well as online banking services. The firm offers mortgage loans, insurance deposits, personal and business loans. The company is headquartered in Boston, MA.

Parametric, Research Affiliates Systematic Global Macro U.S. Fund LLC operates as a hedge fund. The company is headquartered in Minneapolis, MN.