Jen Eustance

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.

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.

EV Holdings, Inc. provides research and consulting services for the education industry. Its services include research and knowledge communities, consulting for colleges and universities and advising for business and non profits. The company was founded in 1993 and is headquartered in Boston, MA.