Lori Marks

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts.