Gary Douglas Pomerantz

East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities.

Lexington Wealth Management, Inc. provides financial planning and wealth management services. The firm provides wealth management, investment consulting, wealth counseling, financial planning, lending and mortgages, concierge, professional alliance programs and family office services. It has locations in Lexington and New York. The company was founded in 1997 by Michael S. Tucci and Kristine Porcaro and is headquartered in Lexington, MA.

TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.