David Nankin

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.

SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA.

Turtlerock Capital LLC is a private real estate investment and development company based in Clinton. The American company invests in residential properties such as single-family homes, multi-family homes including apartments, townhomes, and condominiums, with a focus on enhancing communities through their investments. The company emphasizes on providing families with the opportunity to settle in reputable communities and generating multiple incomes through their investments. Turtlerock Capital recently acquired Landau Apartments.

Trident Financial Corp is based in Raleigh, NC. Part of KeyCorp, Trident Financial Corp is an investment banking firm specializing in mergers and acquisitions. Trident Financial was acquired by KeyBanc Capital Markets, Inc. on June 02, 1999.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions.