| Owner | Title | From | %Ownership |
|---|---|---|---|
| Rowland, Timothly, Lee | Chairman and Founding Principal | 07/1986 | < 5% |
| Carmichael, David, Lee | President and Founding Principal | 07/1986 | < 5% |
| Orick, Janice, Lee | Vice President of Operations and Chief Compliance Officer | 09/1998 | < 5% |
| Bird, Corey, Marshall | Principal and Wealth Manager | 01/2017 | < 5% |
| Carmichael, Jaron, David | Principal and Wealth Manager | 01/2017 | < 5% |
| Mercer Global Advisors Inc. | Parent Company | 12/2020 | > 75% |
