Winthrop H. Smith

Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Summit Ventures NE, Inc. provides private equity and venture capital services. The private company is based in Warren, VT.

Summit Ventures NE LLC owns and operates resorts. The firm offers skiing, biking & hiking trails, golf courses, zip lines and disc golf services. The company was founded by Damon Gadd, Sara Gadd and Jack Murphy on December 25, 1958 and is headquartered in Warren, VT.

Merrill Lynch International, Inc. provides investment and financial services. The company was founded in 1976 and is headquartered in New York, NY.

Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients.