| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sheer, L., David | Co-ceo | 08/2013 | < 5% |
| Sheer, Adam, Jonathan | Co-ceo | 08/2013 | < 5% |
| Weiss, Steven | General Counsel | 01/2015 | < 5% |
| Chalfin, David, Allan | Chief Financial Officer | 01/2015 | < 5% |
| Ci Private Wealth, LLC | Owner & Managing Member | 12/2020 | > 75% |
| Ci Financial Corp. | Owner | 12/2020 | > 75% |
| Bairos, Karen, Marie | Chief Operating Officer | 04/2021 | < 5% |
| Nakamura, Larry, Triston | Chief Compliance Officer | 02/2023 | < 5% |
| Cipw Holdings, LLC | Owner | 01/2022 | > 75% |
| Ci Us Holdings, Inc. | Owner | 02/2023 | > 75% |
