Anthony G. DeChellis

Berkshire School provides college preparatory curriculum with courses and AP offerings in all disciplines. It also provides young men and women with the intellectual and moral foundations and the leadership skills that will enable them to flourish as members of a family and a community as they confront the challenges of college and beyond. The organization was founded in 1907 and is headquartered in Sheffield, MA.

SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

SVB Investment Services, Inc. (SVBIS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2013 as SVB Wealth Advisory, Inc. and updated their name to SVB Investment Services, Inc. in 2022. They are a wholly owned subsidiary of Silicon Valley Bank, owned by SVB Financial Group (NASDAQ: SIVB). SVBIS provides discretionary and non-discretionary investment management services and wealth planning for their clients, who are visionaries and influencers in the innovation economy with investable assets and possibly illiquid assets.

OurCrowd Management Ltd (OurCrowd Management) is a venture capital firm and equity based crowdfunding platform founded in 2013 by Jonathan Medved and Steven Blumgart. The firm is headquartered in Jerusalem, Israel.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

Founded in 1929, Merrill Lynch Europe Ltd. is a holding British company that is part of Bank of America Corp. The company is based in London, UK.