Brad Armstrong

Pathstone is an independent family and partner owned advisory firm providing objective advice to families & individuals, family offices, foundations and endowments. Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices.  Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation, smart in a way that matters. Segments we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified We provide: Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before. We provide: Creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource certain investment components. 3. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. We provide: Results oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. For more information, please see our web site – www.pathstone.com

Commercial Credit Group Inc., a wholly-owned subsidiary of Commercial Credit, Inc. is an independent, commercial equipment finance company that provides secured loans and leases to small and mid-sized businesses in the construction, fleet transportation, waste, and machine tool and fabrication industries. The company’s sales force is located throughout North America and sources transactions through end-users, equipment vendors, and manufacturers with typical transaction sizes ranging from $100,000 to $2,500,000. Since its inception in 2004, CCG has originated approximately $3.5 billion of finance receivables. CCG is headquartered in Charlotte, North Carolina, and operates full-service offices in Buffalo, NY, and Naperville, IL. CCG Equipment Finance Limited services the Canadian Provinces of Ontario, west to British Columbia, from its Canadian headquarters in Hamilton, Ontario. And division Manufacturers Capital provides financing for machine tools and fabrication equipment.

ACU-Serve delivers billing solutions to HME (Home Medical Equipment) providers, giving them the freedom to grow their business while collecting more, faster. ACU-Serve has helped HME businesses cut through the complexity of an ever-transitioning billing process while becoming a trusted partner for continued growth. Clients routinely show faster collections, higher revenue and dramatically reduced management and staffing problems. ACU-Serve incorporates HME workflow, Medicare, Medicaid and Private Payer knowledge, and billing and collections experts into a single service on an Internet-based technology platform. The result is faster payments, higher revenue collection rates, and less management and staffing headaches. Unlike traditional billing service models, ACU-Serve provides HME clients with a new level of control, flexibility, information access, and billing expertise. ACU-Serve functions as an integral part of the HME office staff, not a remote third party billing vendor.

S&S Health is a premier healthcare administration company. We offer self, level and fully funded solutions that lower costs while improving outcomes with a consumer centric experience. Our integrated benefits, services and technology platform have been developed to serve the needs of Employers, TPAs, and Health Systems. The company has a nationwide presence with the ability to sell and service in every state. Currently, we maintain offices in Ohio, Connecticut, Florida and Nevada.

STP Investment Services is a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives. In order to decrease operational risk and scale the business rapidly and effectively, investment managers, funds, and plan sponsors need to focus on people, processes and platforms. STP Investment Services, an international company with fully owned offices in the United States and India, provides a broad range of services for the asset management industry with capabilities to process all asset classes and meet ever-evolving business requirements.

Pathstone is an independent family and partner owned advisory firm providing objective advice to families & individuals, family offices, foundations and endowments. Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices.  Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation, smart in a way that matters. Segments we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified We provide: Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before. We provide: Creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource certain investment components. 3. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. We provide: Results oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. For more information, please see our web site – www.pathstone.com

Tortoise focuses on energy & power infrastructure and the transition to cleaner energy. Tortoise’s solid track record of energy value chain investment experience and research dates back more than 20 years.