Lynsey C. Carson

Citizens Bank, NA (Investment Management) (Citizens Bank-IM) is the investment management division of Citizens Bank, NA, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). The firm manages assets for individuals and institutions. Citizens Bank-IM is headquartered in Providence, Rhode Island.

Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

Bermuda Institute of Ocean Sciences (BIOS) is an organization that offers laboratory and field experience to interns and collaborates with scientists on research projects. The non-profit company is based in St. George's, Bermuda. The Bermudian company's mission, location, and programs are briefly described in their description. BIOS is committed to diversity and equity.

Butterfield Bank (Cayman) Ltd. provides banking services. Its services include internet banking, wealth management and fiduciary services to individuals and privately-owned business. The company was founded in 1967 and is headquartered in Grand Cayman, Cayman Islands.

The Bermuda Stock Exchange Ltd. owns and operates electronic stock exchange. The firm offers listing and trading opportunities for international and domestic issuers of equity, debt, depository receipts, insurance securitization, and derivative warrants. The company was founded in 1971 and is headquartered in Hamilton, Bermuda.

Slater Investments Ltd. is a small private company, founded in 1994 and based in London. Slater manages UK equity funds, available to retail investors (including ISAs and PEPs). The firm also offers managed accounts services to HNW individuals and offshore funds.

LendingClub Bank, NA provides online banking services. The firm offers checking accounts, loans and insurance, credit cards, accounts, , lending, cash management, escrow services and deposit services for personal, business and institutions. The company was founded in 1987 and is headquartered in Boston, MA.

Radius Bank Security Corp. provides financial services. It offers banking products and services to individuals, commercial, middle market and small businesses, union organizations and members, pension funds, municipalities, and not-for-profit organizations. The company was founded in 1987 and is headquartered in Boston, MA.

First Florida Integrity Bank provides retail banking and personal and commercial banking services to individuals, families and businesses in Collier County, Florida. Its offerings include checking, savings, money market, certificate of deposit, IRA's, consumer loans, mortgage loans, investments and credit cards and services such as electronic banking, online bill payment, mobile banking, e-statements, coin counter and check ordering. The company was founded in 2007 and is headquartered in Naples, FL.

Vintage Asset Management Ltd. (VAM) is an independent asset management firm headquartered in London, UK. The firm was founded in 2008 and manages portfolios for individuals, families, companies, and trusts. VAM offers a range of services to meet clients’ individual circumstances and can establish bespoke portfolios that are tailored to clients' financial position and expectations.