Jon Lynch

Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.

Part of Ascensus LLC /Private Group 1/, Upromise Investments, Inc. provides college savings administration services. The company is based in Needham, MA. The company was founded by Venkat Gaddipati. Upromise Investments was acquired by Ascensus LLC, a SUB of Ascensus LLC /Private Group 1/ from SLM Corp. on December 03, 2013.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.