Larry A. Blaisdell

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Bar Harbor Bank & Trust operates as a community bank. It offers personal and business banking services, and trust services. The company was founded in 1887 and is headquartered in Bar Harbor, ME.

Insurance Services Office, Inc. provides data and analytic information about risk management. It provides data, analytics and decision-support solutions to professionals, includes insurance, finance, real estate, health services, government and human resources. The company was founded in 1971 and is headquartered in Jersey City, NJ.

Zurich Financial Services Australia Ltd. (Zurich Australia) is an insurance management firm headquartered in North Sydney, Australia. The firm was founded in 1961 and is a subsidiary of Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Australia general insurance, life insurance, and savings and investments products for individuals, small businesses, mid-sized and large companies, as well as multinational corporations.

Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.

Quanta Capital Holdings Ltd. operates as a holding company. It engages in providing specialty insurance, reinsurance, risk assessment, and risk consulting services. The firm also offers technical underwriting skills, risk assessment resources and engineering expertise services. The company was founded in May 2003 and is headquartered in Hamilton, Bermuda.

Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Part of Clearstead Advisors, LLC, Clearstead Trust LLC is a state of Maine chartered trust company that provides fiduciary trust services, investment management, and financial planning. The company is based in Portland, ME. William O. The company was founded in 2021. Hall has been the CEO of the company since 2021.

Mount Desert Island Hospital, Inc. provides healthcare services. Its services include anesthesiology, cardiology, dentistry, gastroenterology, gynecology, neurology, obstetrics, oncology, pediatrics and podiatry services. The company was founded in 1897 and is headquartered in Bar Harbor, ME.

Zurich American Insurance Co. provides insurance products and services. The firm’s products and solutions include absence, health and productivity, accident and health, captives, casualty, environmental, life and absence management solutions, international, management liability, political risk, private equity, professional liability, programs, property, security and privacy, strategic risk solutions, surety, trade credit, umbrella and worker’s compensation. The company was founded in 1872 and is headquartered in Schaumburg, IL.

American Insurance Association, Inc. offers casualty insurance, including personal and commercial auto insurance, commercial property and liability coverage, workers compensation, homeowners, medical malpractice coverage, and product liability insurance. The company has operations in Albany, Boston, Chicago, Albany, Atlanta, and Sacramento. It was founded by Robert Vagley in 1990 and is located in Washington, DC.

American Institute for Chartered Property Casualty Underwriters is a nonprofit organization, which offers educational, research, networking, and career resource solutions. It provides introductory and foundational courses and programs; functional-area courses and designation programs; management and business courses and programs; CPCU designation program; executive education; online courses and programs; and management education. The company was founded in 1942 and is headquartered in Malvern, PA.

Endurance Worldwide Insurance Ltd. provides property insurance and reinsurance services. The firm offers property per risk treaty reinsurance, property catastrophe reinsurance, casualty treaty reinsurance, property individual risks, casualty individual risks, and other specialty lines. The company was founded on April 10, 2002 and is headquartered in London, the United Kingdom.

Founded in 2002, Endurance Worldwide Holdings Ltd. is a subsidiary of Sompo Holdings, Inc. that provides investment services. The company is based in London, UK.