| Owner | Title | From | %Ownership |
|---|---|---|---|
| Simmons, Donald, Edward | Founder, Principal and Executive Director | 08/2015 | > 75% |
| Higgins, Audra, Kearney | Partner, Chief Operating Officer and Chief Compliance Officer | 08/2015 | 10-25% |
| Leader, Darren, James | Partner and Director of Financial Planning & Research | 09/2015 | 10-25% |
