John Grady

Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA.

Bank of Cape Cod provides banking and financial services. The company offers business, personal and online banking services, which include checking, savings, loans, mortgages, investments, and special services. Bank of Cape Cod was founded in 1885 and is headquartered in Hyannis, MA

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.

New England Bancorp, Inc. operates as a holding company that offers community bank services. It offers a variety of deposit products and makes mortgage loans for the construction, purchase, and refinancing of residential and commercial real estate as well as other commercial and consumer loans of various types. The company was founded on February 22, 2010 and is headquartered in Hyannis, MA.

South Shore Hospital, Inc. provides medical and health care services. Its medical services include cancer, emergency, home health, maternity and wound care. It also provides rehabilitation services. The company was founded on May 21, 1922 and is headquartered in South Weymouth, MA.

Five Points Healthcare LLC provides home health and hospice services. It offers physical therapy, occupational therapy, speech therapy, medical social, home health aide, wound and ostomy care, fall prevention, patient and caregiver education, and chronic disease management services. The firm also provides care transitions, palliative care, and orthopedic care. The company was founded by Robert A. Radics in 2011 and is headquartered in Atlanta, GA.