| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kelman, Martin, Samuel | Chairman | 04/1981 | 10-25% |
| Lazarov, Ronald, Jay | President/co-chief Investment Officer | 08/1979 | 10-25% |
| Munekata, Michael | Chief Compliance Officer | 05/2019 | < 5% |
| Schmitt, Keith, Francis | Director of Financial Planning | 05/2019 | 10-25% |
| Buzan, Andrew, D | Co-chief Investment Officer | 05/2019 | 10-25% |
| O'Hearn, Patrick, Joseph | Senior Financial Advisor | 01/2022 | 5-10% |
