Paul M. Simons

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Credit Suisse Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse’s Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headquartered in Zurich, Switzerland.

Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA.

Credit Union 1 (Illinois) is a member-owned, not-for-profit financial cooperative that was founded in 1958 and is headquartered in Rantoul, IL. Credit Union 1 serves 100,000 members across 17 branches located in Illinois, Indiana, and Nevada. The private company has subsidiaries in the United States. The company also serves members nationwide through a highly rated mobile app, 30,000 surcharge-free ATMs, and 5,000 shared-branch locations. Credit Union 1's mission is to exceed its members' expectations by delivering innovative financial solutions to help achieve their maximum economic potential. In 2021, Credit Union 1 provided $9.90 million in direct financial benefits to members through lower loan rates, high savings rates, and fewer fees than banking institutions. The CEO is Todd Gunderson.

Seaport Global Holdings LLC is a full-service investment bank that offers investment banking, capital markets, financial advisory, sales, trading, and research services. The private company is based in New York, NY and has subsidiaries in the United Arab Emirates, UK, Singapore and the United States. The company combines its extensive knowledge, solid relationships, and deep distribution platform to serve its clients' unique business requirements. The company was founded in 2001 by Michael Meagher and Stephen Corcoran Smith, with Michael Meagher serving as the CEO since then.