William P. Baumer

Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp.

First Marblehead Corp. provides outsourcing services to national and regional financial and educational institutions for designing and implementing education loan programs. It helps education financing need by offering national and regional financial institutions and educational institutions the Monogram platform, an integrated suite of design, implementation and credit risk management services for private label, customizable private education loan programs. The firm also offers outsourced tuition planning, billing and payment technology services through its subsidiary Tuition Management Systems LLC. The company was founded by Daniel Maxwell Meyers and Stephen E. Anbinder in 1991 and is headquartered in Medford, MA.

Union Federal Savings Bank is a federally chartered savings bank based in North Providence, RI. The company's main focus is providing savings and financial services to its customers. The bank was acquired by First Marblehead Corp. on November 30, 2006.