Michael Eugene Harkins

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

People's United Bank, N.A. is engaged in providing financial services. It offers checking, savings, mobile banking, small business, commercial and wealth management products and services. The company was founded in 1842 and is headquartered in Bridgeport, CT.

Bradley, Foster & Sargent, Inc. (BFS) is an independent, SEC-registered investment management firm headquartered in Hartford, Connecticut. The firm was founded in 1994 by Robert Bradley III, Timothy Foster, and Joseph Sargent. BFS provides investment advisory services for individuals, families, non-profits, institutions, a mutual fund, and a private investment fund.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.

Yale-New Haven Health Services Corp. operates as a non-profit organization that provides healthcare services. It offers geriatrics, oncology, neurology and neurosurgery, orthopedics, primary care, transplantation, clinical programs and services, health education, and research and clinical trials. The company was founded in 1995 and is headquartered in New Haven, CT.

Community Resource Exchange, Inc. operates as a nonprofit consulting firm. It offers strategy and planning, organizational management, talent innovation, and leadership development. The company was founded by Fran Barrett in 1979 and is headquartered in New York, NY.

Gerstein, Fisher & Associates, Inc. (Gerstein Fisher) is a wealth management firm headquartered in New York City. The firm was founded by Gregg S. Fisher in 1993 and is a direct subsidiary of People's Securities, Inc., ultimately held by M&T Bank Corp. (NYSE: MTB). Gerstein Fisher provides wealth management services to wealthy, private individuals and institutions.

Gateway Community College Foundation, Inc. provides education services. The company is headquartered in New Haven, CT.

People’s United Advisors, Inc. (PUA) is a SEC-registered investment advisor and wealth management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately owned by M&T Bank Corp. (NYSE: MTB). PUA provides investment advice to individuals, business entities, endowments, retirement and pension plans, trusts, estates and charitable organizations.

Quent Capital LLC is an independent registered investment advisor headquartered in New York City. The firm was founded by Gregg S. Fisher in 2018. Quent Capital provides discretionary investment advisory services on a fee basis to a global long/short equity hedge fund, high-net-worth individuals, endowments, and foundations.