Rosalyn M. Sovie

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations.