Jesse McDonald

Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.

Part of Sumitomo Mitsui Financial Group, Inc., Sumitomo Mitsui Banking Corp. (San Francisco Branch) operates as a branch of a foreign bank. The company is based in San Francisco, CA.

Kinisis Ventures LLC (Kinisis Ventures) is a venture capital firm founded in 2017 by Andreas Panayi and Yiannos Georgiades. The firm is headquartered in New York.

Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions.