Charles R. Carroll

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

New York State Common Retirement Fund (NYSCRF) is a pension fund management firm headquartered in Albany, New York. NYSCRF was founded in 1967 to provide retirement security for New York State and Local Retirement System (NYSLRS) members, retirees and beneficiaries.

Franklin Madison Group LLC provides financial security services for individuals and families by delivering insurance products. It specializes in the distribution, marketing and administration of insurance products. The company was founded in 1979 and is headquartered in Franklin, TN.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

WE Family Offices Holdings LLC provides financial services. Maria Elena Lagomasino has been the CEO of the American company since 2013.

Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Discovery Place, Inc. offers and exhibits educational programs that inform, challenge and engage audiences of all ages. It operates discovery place and charlotte nature museum and discovery place kids. The company was founded in 1981 and is headquartered in Charlotte, NC.

Claybrook Capital LLC (Claybrook) is a wealth management firm headquartered in Wellesley, Massachusetts. The firm was co-founded by Jerry A. Nigro and Bruce Arella in 2016. They were acquired in 2023 by Lido Advisors LLC. Claybrook offers wealth management and related advisory services to individuals, high-net-worth individuals, trusts, estates and small business owners.

Unity International Group, Inc. provides information technology and telecommunications services. It offers electrical construction, mission critical systems, data and telecommunication construction, and maintenance services. The company was founded in 1947 and is headquartered in Flushing, NY.

Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York.

The Ardent Cos. LLC provides real estate investment and asset management services. It offers residential real estate, commercial real estate, and ardent lending. The company was founded by Matthew Shulman in 2012 and is headquartered in Atlanta, GA.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Mohawk Valley Economic Development Growth Enterprise specializes in social services. The company is headquartered in Rome, NY.

Atlanta History Center provides information about exhibitions, archives, programs, events, and tours of historic local homes and gardens. The company was founded in 1926 and is headquartered in Atlanta, GA.

Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.