| Owner | Title | From | %Ownership |
|---|---|---|---|
| Morse, Richard, Harding | Chairman | 11/1997 | < 5% |
| Zimmerman, Susan, Gaukler | Managing Director | 01/2016 | < 5% |
| Juviler, Geoffry, Adolphe | Managing Director, Member | 01/2016 | 5-10% |
| Cusson, Carol, Ann | Controller, Member | 01/2016 | < 5% |
| Brown, Michael, Lawrence | Vice Chairman, Member | 01/2016 | < 5% |
| Clark, Dana, Farrell | Managing Director, Member | 01/2016 | < 5% |
| Lynch, Jonathan, D | Managing Director, Member | 01/2016 | 5-10% |
| Weafer, Brad, Michael | Chief Investment Officer, Member | 01/2016 | 5-10% |
| Zambri, Charles, J | Chief Compliance Officer, Chief Operating Officer, Member | 01/2016 | < 5% |
| Richard H. Morse 1997 Trust | Member | 01/2016 | 25-50% |
| Morse, Richard, Harding | Trustee | 11/1997 | |
| Gardner, Bradford | Managing Director, Member | 04/2016 | < 5% |
| King, Clarence, Hopkins | Managing Director, Member | 04/2016 | 5-10% |
| Reinhart, Stacy, Austin | Managing Director, Member | 04/2016 | 5-10% |
| Walsh, Brian, J. | Managing Director, Member | 01/2019 | 5-10% |
| Psyhogeos, Abigail, Marr | Managing Director, Member | 01/2019 | 5-10% |
| O'neil, Alisa, Kim | Director of Estate & Financial Planning, Member | 01/2019 | < 5% |
| Sablone, Kathleen, Margaret | Director of Wealth Planning, Member | 01/2019 | < 5% |
| Robinson, Timothy, Michael | Research Analyst, Member | 01/2019 | < 5% |
| Farina, Timothy, James | Research Analyst, Member | 01/2019 | < 5% |
| Susan G. Zimmerman Gift Trust 2010 | Member | 01/2016 | 5-10% |
| Crosier, Louis, Pyle | President, CEO | 01/2022 | 5-10% |
