| Owner | Title | From | %Ownership |
|---|---|---|---|
| Bielow, Maria, Chaves | Chief Compliance Officer | 10/2004 | < 5% |
| Jones, Lane, Mcmaster | Management Committee Member, Chief Investment Officer | 07/2014 | 10-25% |
| Evensky, David, Samuel | Management Committee Member | 07/2014 | 10-25% |
| Mcgrath, Matthew, a | Management Committee Member, Managing Partner | 07/2014 | 10-25% |
| Horowitz, Brett, David | Management Committee Member | 07/2014 | 10-25% |
| Garcia, David, Lee | Management Committee Member | 07/2014 | 5-10% |
| Gang, Taylor, Milton | Management Committee Member | 07/2014 | 5-10% |
| Salter, Kathryn, Jean | Management Committee Member | 03/2019 | < 5% |
| Salter, John, Ryan | Wealth Manager | 10/2020 | 5-10% |
