John R. Gentry

Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations.

J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations.