| Owner | Title | From | %Ownership |
|---|---|---|---|
| Fang, Lorraine, Y | CEO & President/cco | 01/2021 | 50-75% |
| Baird Financial Corporation | Member | 01/2022 | 10-25% |
| Riverfront Investment Group, LLC | Member | 01/2022 | 10-25% |
| Thurow, Laura, K | Board Member | 01/2022 | < 5% |
| Baird Financial Group | Owner | 04/2004 | > 75% |
| Riverfront Investment Holding Group, LLC | Owner | 03/2008 | > 75% |
| Baird Financial Corporation | Owner | 03/2008 | 25-50% |
| Southall, Karrie, Burnham | Board Member | 01/2022 | < 5% |
| Martinic, Zlatko | CIO | 06/2022 | < 5% |
| Wang, Peili | Senior Portfolio Manager | 06/2022 | < 5% |
| Lee, Calvin | Client Portfolio Manager | 06/2022 | < 5% |
