Jennifer M. Watson

Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.

Fidelity Investments Institutional Services Co., Inc. (FIIS) provides investment management services through banks, insurance companies, securities brokers, financial planners, and other financial service providers. The company offers institutional money market funds, long-term investment plans, and cash management funds. It is headquartered in Boston, MA.

First Data Corp. provides electronic commerce and payment solutions. It offers credit card processing and solutions, cash advance, data security, payroll delivery, and check acceptance services. The company was founded in 1971 and is headquartered in Atlanta, GA.

The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA.