Kristen Jane Holland

Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies.

Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products.

Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Nichols & Pratt LLP provides investment advice and estate administration services. The private company is based in Boston, MA.

Grace Capital, Inc. is an independent investment manager headquartered in Quincy, Massachusetts. The firm was founded by Catherine (Cate) Faddis in 2006. Grace Capital offers custom and separately managed accounts to institutions, high net worth individuals, and family offices.

Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations.