Matthew Adam Valeri

Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA.

EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities.

EFG Capital Advisors, Inc. is an investment advisor located in Miami, Florida. The firm was formerly known as PRS International Investment Advisory Services, Inc. EFG Capital Advisors is registered with the SEC as an investment advisor. They are also registered with Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and a Commodity Pool Operator (CPO). The firm is a member of the National Futures Association. EFG Capital Advisors was incorporated in 1988 and is owned by EFG Investment Services Inc. (EFGIS), which was established in 1981. EFGIS is a wholly-owned subsidiary of a publicly traded company, EFG International, a Swiss private banking and investment management firm. EFG Capital Advisors also does business under the names PRS Group and PRS Investment Advisory. EFG Capital Advisors provides discretionary and non-discretionary investment management services to individuals and families, high net worth individuals, families, banking institutions, corporations, corporate pension and profit-sharing plans, private investment companies and funds, trusts, estates charitable organizations, and other U.S. and international companies.