Geof Greenleaf

Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations.

42 Investment Advisory Group LLC is a company based in Pepper Pike, OH.

Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio.

Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients.

McKinsey & Co., Inc. (Canada) provides management consulting services for private, public, and social sector institutions. The company is headquartered in Toronto, Canada.