John Joseph Lent

Bourne Lent Asset Management, Inc., is a registered investment advisor located in Pawling, New York. The firm manages portfolios for individual investors and smaller institutions and providing comprehensive financial planning. They have been in business since 1983 as Bourne Management Inc. In 1998, Bourne Management Inc. invested in Bourne Fissell & Stenstrom, LLC which was closed in June of 2000. In July of 2000, the name of the firm was changed to Bourne Stenstrom Capital Management, Inc. and in 2008 the firm’s name was changed to Bourne Stenstrom Lent Asset Management, Inc. In 2011, the name was changed to its current name. Bourne Lent provides services to individuals, families and trusts and, to a lesser extent, pension, profit sharing and non-profit organizations.^

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.