Brendan Pollock

Cubic Asset Management LLC is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. It was founded by James “Jim” Kaplan in 2007. The firm offers discretionary and non-discretionary separate account management to endowments, foundations, retirement plans and high net-worth individuals. They also participate in a single wrap fee program for which they manage a single account as sub-advisor.

A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.

National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt

Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB