Peter Mawn

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

AlphaHedge Capital Partners LLC engages in investment advice. The company was founded by Kent Georger Bonniwell and Gregory S. Horn on March 5, 2012 and is headquartered in Blue Bell, PA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Windrose Advisors LLC (Windrose) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by William Heitin and David Lowe in 2009 as Fireman Capital Advisors LLC. Windrose delivers sophisticated, highly customized, financial advice to a select group of high net-worth individuals, families, charitable foundations, and pooled investment vehicles.

Growcore Investments (Growcore Investments) is a private equity firm founded in 2008 by Dan Fireman and Chris Akelman. The firm is headquartered in Waltham, Massachusetts.

Persimmon Growth Partners Investor Fund is a closed-end investment fund and investment trust. The company is headquartered in Blue Bell, PA.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Part of The PNC Financial Services Group, Inc., Massachusetts Co. is an American company that aims to develop and communicate dynamic ideas to advance prosperity and a vibrant civic life. The company is located in the US. The company's vision of success is a state and nation where people can prosper and society can thrive through world-class options in education, healthcare, transportation, and economic opportunity. The company values an educated citizenry that tests beliefs based on facts and the free exchange of ideas, and is committed to liberty, personal responsibility, and free enterprise. Massachusetts was acquired by PNC Bank Corp. from Travelers Corp. on September 20, 1993 for $53 million.

PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA.

Persimmon Growth Partners Fund LP is a closed-end investment fund/investment trust. It's objective is to achieve long-term appreciation of partners’ capital by investing in various hedge fund limited partnerships and other pooled investment vehicles managed by experienced investment managers. The company was founded on January 2004 and is headquartered in Blue Bell, PA.

Part of Foreside Financial Group LLC, Persimmon Research Partners, Inc. develops and provides a comprehensive online investment consulting platform for the investment community. The company is based in Plymouth Meeting, PA. Persimmon Research Partners was acquired by PFPC Worldwide, Inc. on October 28, 2003.

Standard Chartered International (USA) Ltd. is an international bank that provides services to financial institutions, high net worth individuals and affluent customers. The company was founded in 1919 and it is headquartered in New York, NY.