| Owner | Title | From | %Ownership |
|---|---|---|---|
| Miller, Bruce, Wilson | Secretary and Chief Investment Officer | 01/2007 | 25-50% |
| Henderson, Daniel, Scott | Chairman | 01/2007 | 25-50% |
| Miller, Robin, Marie | Chief Compliance Officer/chief Finance Officer | 09/2010 | < 5% |
| Krebs, Cory, Scott | CEO | 01/2014 | 25-50% |
| Meyers, Daniel, James | Director of Private Client | 01/2018 | 5-10% |
| Brown, Christian, Matthew | Director of Instutional Group | 01/2018 | < 5% |
| Woods, Janelle, Marie | Regional Managing Director | 01/2020 | 5-10% |
