| Owner | Title | From | %Ownership |
|---|---|---|---|
| Durso, Lawrence, NM | Founding Partner, Managing Member and Chairman | 07/2022 | 50-75% |
| Lombardi, Michael, Christopher | Founding Partner, Managing Member and Chief Planning Officer | 07/2020 | 25-50% |
| Durso, Michael, Lawrence | Founding Partner, Managing Member, CEO and Chief Investment Officer | 07/2022 | 25-50% |
| IANNUZZELLI, SHERYL, Ann | Chief Compliance Officer, Director of Relationship Management | 07/2020 | < 5% |
