Kent Mark Forkner

First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices.

Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements.