References

Northern Trust
Northern Trust
Fiduciary Trust Company International
Fiduciary Trust Company International
Fiduciary Trust of Boston
Fiduciary Trust of Boston
RegentAtlantic Capital, LLC
RegentAtlantic Capital, LLC
Savant Capital Management
Savant Capital Management
Capital Group
Capital Group
CM Wealth Advisors, Inc.
CM Wealth Advisors, Inc.
Cerity Partners
Cerity Partners
KeyBank
KeyBank
ETHIC
ETHIC

(Formerly Admirals Bank)

Sontag Advisory
Sontag Advisory

(Formerly Bronfman Rothschild)

First Bank
First Bank
1919 Investment Counsel
1919 Investment Counsel
Cantor Fitzgerald Wealth Partners
Cantor Fitzgerald Wealth Partners
First Commonwealth Bank
First Commonwealth Bank
UBS Private Wealth Management
UBS Private Wealth Management
Inverness Counsel, LLC
Inverness Counsel, LLC
Alliance Bernstein
Alliance Bernstein
Webster Bank
Webster Bank
Wells Fargo
Wells Fargo
Brouwer & Janachowski
Brouwer & Janachowski
Fiduciary Network
Fiduciary Network
Ledyard Bank
Ledyard Bank

Individual points of contact will be emailed upon request.