| Hunter, Robert, Tyler |
Director, Vice Chairman |
04/2003 |
< 5% |
| Allison, Mark, Sterling |
Director, Executive Vice President, Portfolio Manager |
04/2008 |
< 5% |
| Courtney, William, Michael |
Director, Senior Vice President, Co-chief Invest. Officer-select Growth |
04/2008 |
< 5% |
| Greig, Peter, Gordon |
Director, Senior Vice President, Co-chief Invest. Officer- Fixed Income |
02/1998 |
< 5% |
| Bergman, Bradley, Anthony |
Director, Chairman of the Board |
08/2011 |
< 5% |
| Berkley, Stuart, Carlton |
Director, Senior Vice President,chief Wealth Strategist |
04/2008 |
< 5% |
| Perott, Brian, Eugene |
Director, Senior Vice President, Managing Director, Assistant Secretary |
04/2008 |
< 5% |
| Schaff, Val, Frederick |
Director, Senior Vice President, Portfolio Manager, Assistant Secretary |
04/2008 |
< 5% |
| Fci Holding Corporation |
Parent Company of Financial Counselors, Inc. |
07/1999 |
> 75% |
| Bergman, Bradley, Anthony |
President, Director, Chairman of the Board |
01/2005 |
50-75% |
| Hagemann, Alfred, Carl |
Director |
10/2003 |
< 5% |
| Cloud, Gary, Bruce |
Director, Senior Vice President, Co-chief Invest. Officer-fixed Income |
04/2008 |
< 5% |
| MTC Holding Corporation |
Shareholder |
01/2005 |
> 75% |
| Schaff, Amy, Lyn |
Senior Vice President & Chief Compliance Officer, Secretary, Asst. Treasurer |
07/2010 |
< 5% |
| Koehler, William, Edward |
Director, President and Chief Executive Officer |
08/2014 |
< 5% |
| Perry, Stacey, Dean |
Director |
07/2015 |
< 5% |
| Muther, Andrew, Richard |
Director, Senior Vice President, Portfolio Manager |
07/2016 |
< 5% |
| Montgomery, Matthew, Link |
Director, Senior Vice President, Portfolio Manager |
07/2016 |
< 5% |
| Hill, Benjamin, Vincent |
Director, Senior Vice President, Portfolio Manager |
07/2016 |
< 5% |
| Schumann, Dennis, Patrick |
Director, Senior Vice President, Portfolio Manager |
07/2016 |
< 5% |
| Johnson, Timothy, Andrew |
CFO |
01/2018 |
< 5% |
| Patterson, Kristin, Knight |
Director, Senior Vice President, Head of Investment Manager Research, Portfolio Manager |
02/2018 |
< 5% |
| Sollars, Scott, Preston |
Director, Senior Vice President, Portfolio Manager |
05/2018 |
< 5% |
| Otto, Jeffrey, Brendon |
Director, Senior Vice President, Co-chief Investment Officer, Select Growth |
05/2018 |
< 5% |
| West, Emily, Page |
Director, Vice President, Director of Wealth Planning, Portfolio Manager |
05/2018 |
< 5% |
| Larose, Todd, Allen |
Director, Vice President, Portfolio Manager |
05/2018 |
< 5% |
| Unterhalter, Bryan, Anthony |
Director, Senior Vice President, Portfolio Manager |
04/2019 |
< 5% |
| Clune, Ute, Daley |
Director, Managing Director |
01/2021 |
< 5% |
| Callegari, John, David |
Director, Vice President, Portfolio Manager |
09/2021 |
< 5% |
| Yost, David, Brent |
Director |
10/2020 |
< 5% |
| Morrison, Robert, Eugene |
Director |
01/2022 |
< 5% |
