Ali Hassan Fahs

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Greenleaf Trust is an independent Michigan-chartered trust-only bank that specializes in wealth management, trust and estate administration, and administration of company-sponsored retirement plans. The American company has offices in several locations including Traverse City and Bay Harbor. The private company provides highly personalized and customized client service through their unique, client-centric team approach, with no conflicts of interest, to ensure their clients' financial security from generation to generation. Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration, and retirement plan service. Michael F. Odar has been the CEO of the company since 1999.

Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities.

Founded in 1986, Banca IMI Securities Corp. is an SEC-registered broker/dealer headquartered in New York City. The firm is a division of IMI Capital Markets USA Corp. and their ultimate parent is Intesa Sanpaolo SpA (IITSF:PK). They are a member of FINRA. Banca IMI Securities Corp. provides a full array of trading and execution services for their clients. They do not provide any internal research. Research is provided through the firm's offices in London and Milan.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

First National Bank & Trust operates as a national chartered commercial bank. It offers personal and business banking services. The company was founded in and is headquartered in Atmore, AL.

Willamette Management Associates provides financial advisory and business valuation services. The company's services include tax planning and compliance, litigation support, bankruptcy, reorganization, and strategic planning services. The company was founded in 1969 and is headquartered in Chicago, IL.

Part of Whirlpool Corp., Whirlpool Financial Corp. provides financial advisory services.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Van Buren Emergency Medical Services, Inc. provides long distance transfers and non-emergency ambulance transports services. The company was founded in 1987 and is headquartered in Paw Paw, MI.

Bronson Management Services Corp. provides health plan administration services. The firm markets and distributes medical supplies and equipment. The company was founded on April 28, 1982 and is headquartered in Kalamazoo, MI.

Bronson Methodist Hospital provides healthcare services. It offers orthopedics, home health assistance, occupational medicine, and rehabilitation services. The organization provides services to the trauma center, children's hospital, and burn treatment center. Bronson Methodist Hospital was founded in 1919 and is headquartered in Kalamazoo, MI.