Peter Corsi

Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.

James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY.

Brook Venture Partners LLC specializes in expansion stage, mid venture, middle market, buyout, late venture stages and mezzanine investments. The company was founded by Frederic H. Morris and is headquartered in Wakefield, MA.

Federal Street Capital, Inc. is an alternative investment manager. The private company is based in Wakefield, MA.

Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.