| Owner | Title | From | %Ownership |
|---|---|---|---|
| Carson, John, Gerard | Chief Executive Officer | 05/2021 | < 5% |
| Hannan, Kristen, Michele | Director of Client Relations and Vice President | 05/2021 | < 5% |
| Kaeli JR, William, Thomas | Chief Compliance Officer and Vice President | 03/2023 | < 5% |
| Estate of Edward B. Putnam | Member | 04/2021 | > 75% |
