Boston Private Bank

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique to clients across the United States.Boston Private is the corporate brand of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit www.bostonprivate.com.

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; personalized service and resources to help grow and manage wealth; and a nationwide direct bank. Discover more at firstcitizens.com.

Fidelity Bank, located in Cambridge, MA, specializes in providing comprehensive financial solutions tailored to client goals, whether it's saving for college, purchasing a new home, or planning for retirement. The bank offers a range of accounts and investment options, including brokerage accounts, Roth IRAs, and cash management products, aimed at helping individuals manage their finances effectively. With a focus on customer service and financial guidance, Fidelity Bank connects clients with dedicated advisors to create personalized wealth management plans and offers tools for both active traders and long-term investors. Recognized for its affordability with no fees or minimums to open accounts, Fidelity Bank is committed to empowering customers to reach their financial aspirations. Generated from the website