Joseph T. O'Connell

Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

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.

Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Sheeley & Partners Wealth Management LLC (Sheeley & Partners) is a registered investment advisor headquartered in Providence, Rhode Island. The firm is principally owned by NCG LLC, which is principally owned by Lesley Sheeley, who founded the firm in 1998 as Navigator Investments LLC. Sheeley & Partners provides tailored investment solutions for investors, both individuals and corporations.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Factory Mutual Insurance Co. on February 18, 2004.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Part of Assabet Valley Bancorp, Inc., Avidia Bank is a mutual community bank that has been providing personal, commercial, and residential banking services for over 150 years. The company is based in Hudson, MA, with additional branches in Westborough, Clinton, Leominster, Marlborough, and Northborough. Avidia Bank offers state-of-the-art electronic banking capabilities to businesses and consumers across central Massachusetts and beyond through robust online and mobile platforms. Robert D. Cozzone has been the CEO of the company since 2023.