Joseph H. Cromarty

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients.

State Street Global Alliance LLC (State Street Global Alliance) is a private equity subsidiary founded in 2001 jointly-owned by State Street Global Advisors and ABP. The firm is headquartered in Boston, Massachusetts.

Gibraltar Private Bank & Trust Co. provides commercial banking and wealth management services. It offers personal and business banking, trust, and fiduciary services. The company was founded in 1994 and is headquartered in Coral Gables, FL.

Part of SVB Financial Group, BPFH Holdings LLC is a company that provides intermediate and industrial credit. The company is based in Boston, MA.