Anthony D. Pell

Boston Co. Financial Strategies, Inc. provides financial planning services. The private company is based in Boston, MA.

Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY.

PowerSecure International, Inc. engages in the business of providing energy technologies and services to electric utilities and large industrial, commercial, institutional and municipal customers. It provides products and services through four reporting segments: distributed generation, solar energy, utility infrastructure, and energy efficiency. The company was founded by Sidney Hinton on April 5, 1991 and is headquartered in Wake Forest, NC.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Coudert Brothers LLP provides legal services. The firm's practice areas include antitrust, banking, mergers and acquisitions, and real estate. The company was founded on September 5, 2001 and is headquartered in New York, NY.

Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992.

Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021.