| Owner | Title | From | %Ownership |
|---|---|---|---|
| Klingman, Gerard, Albert | President/managing Member | 03/2001 | > 75% |
| Paley, Michael, David | Chief Compliance Officer/chief Operating Officer | 11/2014 | < 5% |
| Klingman, Thomas, Joseph | Wealth Advisor | 01/2022 | 10-25% |
| Delmoro, Daniel, Michael | Director of Investments | 01/2022 | 10-25% |
