NAPATREE CAPITAL - Key Persons

Job Titles:

• Director of Client Experience

Jackie has more than 12 years of client service experience. Upon graduating from Loyola University of Maryland with a bachelor's degree in Business Administration, Jackie began her career in financial services with Fidelity Investments, working in various client facing roles in the Greenwich, CT investor center. Most recently she worked for People's United Advisors, a division of People's United Bank (now M&T Bank), and Essex Financial, as a wealth management associate. During her career Jackie has excelled at providing essential administrative support to clients and refining operational procedures to help organizations run efficiently. When not in the office, Jackie enjoys spending time with her family and participating in outdoor activities, including biking, tennis, and hiking. She is an avid hockey and football fan. Jackie is a proud native of Trumbull, CT, currently residing in Greenwich, CT. Jackie can be reached at jsteczkowski@napatreecapital.com or her direct line at 401-437-4716.

Job Titles:

• Chief Investment Officer
• Co - Founder
• Partner

As a co-founder of Napatree Capital, Jeff has 23 years of broad investment experience. Jeff served as the Managing Director and Chief Investment Officer for Olson Mobeck Investment Advisors, a Hartford-based subsidiary of People's United Wealth Management, where he oversaw the investment processes, business development, and client service and helped grow revenues significantly during his three year tenure. Prior to his departure, Jeff was promoted to Regional Manager of the Wealth Management Division where he oversaw the New York and Connecticut markets, which included the integration of the newly-acquired Manhattan-based firm, Gerstein Fisher. Previously, Jeff managed high net-worth and institutional assets for Washington Trust Wealth Management and was also the lead portfolio manager for the dividend growth strategy from July 2010 to July 2014. Jeff was an analyst and associate portfolio manager for a private family office in La Jolla, CA. Prior to that, he worked as an equity trader and risk arbitrage trader for two Boston-based investment banks. As the first baby born in the Westerly Hospital in 1972, Jeff grew up in a large multi-generational Italian family and enjoys strong ties to the Westerly-Stonington community. He currently resides in Longmeadow, MA with his wife and two young children.

Job Titles:

• Co - Founder
• Partner
• Silicon Valley Bank in 1993 As the 13th Employee

As a co-founder of Napatree Capital, Jim has 30 years of experience in commercial banking and financial services including roles in senior management, sales and relationship management, and commercial and private client lending. Jim is a former Managing Director for SVB Financial Group (Silicon Valley Bank; Nasdaq - SIVB). He was the Northeast Region Manager for SVB's core commercial banking operation where he oversaw 190 New England and New York-based professionals engaged in lending and commercial bank services for clients in emerging growth technology companies. Jim joined Silicon Valley Bank in 1993 as the 13th employee in the SVB-Boston franchise. SVB currently employs 2,300 individuals worldwide and has a $16 billion market capitalization. In his 24 years at SVB in Boston, Jim served as Director of the SVB East Coast Venture Capital Advisory Board, managed SVB Private Equity Services for the Northeast region, and oversaw a commercial bank team with a loan portfolio of venture capital and private equity clients. Jim sourced and oversaw commitments by SVB Capital and commitments by SVB Financial Group to venture capital funds. He was a member of the SVB Joint Leadership Committee which was comprised of the 80 most senior employees across SVB Financial Group. Jim began his career with Fleet Financial Group in Providence as a commercial lender. He is on the Board of Directors of the Slater Technology Fund in Providence, the Ocean Community YMCA corporate board, and the finance committee for L&M Healthcare, a part of the Yale New Haven Health system. Jim lives with his family in Westerly, RI and enjoys a round of golf and coaching little league baseball. He is a native of West Hartford, CT.

Job Titles:

• Partner

Matt is a Partner and has 26 years of broad investment experience. Matt began his investment career at MassMutual Financial Group, rising to the role of Managing Director after a series of promotions. He was later recruited to senior positions at investment industry leaders Fidelity Investments and T. Rowe Price. Matt also founded Intelligent Portfolio Services, an early mover in the robo advisor space. Most recently, Matt held senior advisor roles at Commonwealth Financial Network and LPL Financial, helping families and business owners pursue their financial goals. Matt has earned his reputation as a skilled investment practitioner and trusted advisor to his clients. As a dedicated student of the financial markets and lifelong learner, Matt has been awarded the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA® designation is the most respected and recognized investment management designation in the industry. Matt lives in Longmeadow, Massachusetts, with his wife Lisa, and their two sons, Zac and Alex. Locally, he serves as a Trustee at Veritas Prep Charter School and is a member of their finance and investment committees. As a lacrosse fan and enthusiast, Matt also serves on the board of the Longmeadow Boys Lacrosse Association and still suits up for an occasional over-40 lacrosse game.

Job Titles:

• Portfolio Manager, Senior Investment Strategist

Mike brings more than 25 years of broad investment experience to Napatree Capital in his role as a senior member of the investment and advisory team. Mike recently served as a senior product manager at Fidelity Investments where he designed and implemented online educational programs for retail investors. In this role, Mike worked to demystify the complexities of the markets and investing, with topics ranging from the use of derivatives to charitable giving strategies to individual security analysis. Previously, Mike was a consultant for Fidelity's Active Trader platform. He has also served as a financial advisor with Edward Jones and began his career as an equity trader with Adams, Harkness, & Hill in Boston and Herzog, Heine, Geduld, in New York City. Mike recently returned from two years living abroad. His wife, Heather, is the chief marketing officer for a company based in Switzerland. During his time there, Mike enjoyed mountain biking, traveling Europe with Heather, and his children, Lillian and Jackson, and shopping in French supermarkets.

Job Titles:

• Senior Client Advisor, Director of Business Development

Bob brings more than 25 years of investment advisory, sales, and management experience to Napatree in his role as Senior Client Advisor and Director of Business Development. Prior to Napatree, Bob was the regional market leader for Fairfield County for Wilmington Trust. Previously, Bob was a senior vice president with both People's United Advisors and Gerstein Fisher, where he ran a sales team that work with both high-net-worth individuals and institutional clients. Prior to People's United Advisors, Bob was a financial advisor for Fidelity Investments in Greenwich, CT. He also as well as UBS and Merrill Lynch. Bob began his career with GE Capital in 1990. Bob lives in Darien, CT, with his wife, Ali, and their children, Emma and Jack. Bob is an avid golfer and cook, and loves being outside with his beloved yellow lab Charlie.