| Owner | Title | From | %Ownership |
|---|---|---|---|
| Butcherjoseph Financial Holdings, LLC | Owner | 11/2019 | > 75% |
| Laffer, Arthur, Betz | Portfolio Manager and President | 12/2020 | < 5% |
| Tengler, Nancy, Caven | Chief Investment Officer and Chief Executive Officer | 11/2019 | < 5% |
| Butcher, Keith, Delbert | Managing Partner | 12/2010 | 25-50% |
| Butcherjoseph & Co. LLC | Owner | 06/2016 | 50-75% |
| Strycharz, Joseph, John | Managing Partner | 12/2010 | 25-50% |
| Lynch, Debra, Bellantoni | Chief Compliance Officer | 12/2022 | < 5% |
