Michael Fung

Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007.

Measured Wealth Private Client Group LLC provides investment advice. The private company is based in Portsmouth, NH. The company was founded in 2014 by Edward Heath Benway. Edward Heath Benway has been the CEO since 2014.

Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services.

Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients.