| Owner | Title | From | %Ownership |
|---|---|---|---|
| Vincent, Tobiah, a | Chief Financial Officer | 03/2022 | < 5% |
| Jaffe, Richard, Sheridan | Head of Wealth Advisory | 07/2021 | < 5% |
| Longley, John, Turnbull | Head of Wealth | 07/2021 | < 5% |
| Foy, Askari, J | Chief Compliance Officer | 10/2022 | < 5% |
| First-citizens Bank & Trust Company | Parent | 03/2023 | > 75% |
| First Citizens Bancshares, Inc. | 100% Owner | 03/2023 | > 75% |
