Dylan Sage

Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.

Solaris Asset Management LLC (SAM) is a wealth management firm headquartered in New York City. The firm was founded in 2004 by Ralph Sinsheimer, Albert Bellas and Stephen Wells. They are a wholly-owned subsidiary of the Solaris Group LLC, which is owned by Klingenstein, Fields & Co., LLP. SAM provides services to US and global institutional and private clients.