Mark Steven Waterhouse

Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group.

Garrett Nagle & Co., Inc. (GN&Co) is an independent, SEC-registered investment advisor headquartered in Woburn, Massachusetts. The firm was founded in 1976 by Garrett J. Nagle, Jr. GN&Co manages portfolios for high-net-worth individuals and institutions.