Eric Eaton

Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio.

Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients.

Sullivan Bille PC provides accounting and auditing services. Its services include tax, estate, and trust tax , retirement planning, business entity selection, and IRS representation. The company was founded in 1972 and is headquartered in Tewksbury, MA.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients.