| Owner | Title | From | %Ownership |
|---|---|---|---|
| Meissner, James, Robert | Co-trustee | 09/2020 | 50-75% |
| Meissner, Julie, Therese | Chief Compliance Officer & Chief Executive Officer | 12/2017 | < 5% |
| the Julie and James Meissner Living Trust | Owner | 09/2020 | > 75% |
| Meissner, Julie, Therese | Co-trustee | 09/2020 | 50-75% |
| Chin, Stacey, Lian | Chief Investment Officer | 05/2023 | < 5% |
