| Owner | Title | From | %Ownership |
|---|---|---|---|
| Hufnell, William, James | Managing Director, CFO | 07/1995 | 25-50% |
| Kantowski, James, Scott | Director of Financial Planning, Chief Investment Officer | 12/2019 | 25-50% |
| Dippel, Lyn, Ann | Chief Compliance Officer, Chief Operating Officer | 02/2021 | 10-25% |
