Anthony G. DeChellis

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

Berkshire School provides college preparatory curriculum with courses and AP offerings in all disciplines. It also provides young men and women with the intellectual and moral foundations and the leadership skills that will enable them to flourish as members of a family and a community as they confront the challenges of college and beyond. The organization was founded in 1907 and is headquartered in Sheffield, MA.

Founded in 1929, Merrill Lynch Europe Ltd. is a holding British company that is part of Bank of America Corp. The private company is based in London, UK.

OurCrowd Management Ltd (OurCrowd Management) is a venture capital firm and equity based crowdfunding platform founded in 2013 by Jonathan Medved and Steven Blumgart. The firm is headquartered in Jerusalem, Israel.

SVB Investment Services, Inc. (SVBIS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2013 as SVB Wealth Advisory, Inc. and updated their name to SVB Investment Services, Inc. in 2022. They are a wholly owned subsidiary of Silicon Valley Bank, owned by SVB Financial Group (NASDAQ: SIVB). SVBIS provides discretionary and non-discretionary investment management services and wealth planning for their clients, who are visionaries and influencers in the innovation economy with investable assets and possibly illiquid assets.