Owner | Title | From | %Ownership |
---|---|---|---|
Ollmann, Gary, Floyd | Co-trustee/president/managing Member | 12/2004 | 50-75% |
Ollmann, Joan, Gardner | Co-trustee/cco | 12/2004 | 50-75% |
Gary F. Ollmann Revocable Trust DTD 12/28/2004 | Member | 12/2004 | 50-75% |
Ollmann, Joan, Gardner | Chief Compliance Officer | 10/2004 | < 5% |
Ollmann, Gary, Floyd | President, CEO | 02/2003 | < 5% |
the Jfo Family Trust | Member | 02/2003 | 5-10% |
Oglesby, Richard, Archer | Trustee | 02/2003 | |
Ollmann, Michael, Gardner | Portfolio Manager | 11/2016 | 10-25% |
Wendt, Eric, Michael | Portfolio Manager | 05/2011 | 10-25% |
Mcknight, Patrick, Carl | Portfolio Manager | 01/2020 | 5-10% |
Kayser, Thomas, C | Member | 01/2020 | 5-10% |
Kayser, Carol, M | Member | 01/2020 | 5-10% |