Rick Bleser

St. Germain Investment Management, Inc. (St. Germain Investments) is a SEC-registered investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 2010 and is a wholly owned subsidiary of D.J. St. Germain Co., Inc. St. Germain Investments provides discretionary investment management (portfolio management) services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning assistance.

The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations.

Founded in 1996, Meridian Capital Partners, Inc. is a hedge fund manager located in Albany, New York. The firm is affiliated with Meridian Diversified Fund Management LLC and Meridian Diversified Fund LLC, both SEC-registered investment advisors.

Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships.

Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients.