← O'DONNELL, RONALD, WAYNEOwnerCHAIRMAN & CEO, ownership code NA, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← ZOANNI, DAVID, ANTHONYOwnerBOARD MEMBER, ownership code NA, individual
Aug 11, 2021 to Oct 24, 2024factForm ADV
← JOHNS, LARRY, DOUGLASOwnerPRESIDENT & CIO, ownership code NA, individual
Nov 30, 2021 to Oct 24, 2024factForm ADV
← ANGLAND, PATRICK, HERBERTOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2022 to Oct 24, 2024factForm ADV
← NEUMAN, JESSICA, RENEEOwnerMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 14, 2016 to Oct 24, 2024factForm ADV
← BICKLE, ARTHUR, WILLIAMOwnerBOARD MEMBER, ownership code NA, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← COFFEE, WILLIAM, EDWARDOwnerTRUSTEE, ownership code C, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← COFFEE, WILLIAM, EDWARDOwnerBOARD MEMBER, ownership code NA, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← COFFEE, CAREN, LORENEOwnerTRUSTEE, ownership code C, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← COFFEE, CAREN, LORENEOwnerBOARD MEMBER, ownership code NA, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← VOGES, RONNA, MARIEOwnerOPERATIONS MANAGER, ownership code NA, individual
Jul 30, 2024 to Oct 24, 2024factForm ADV
← GEORGE, ERIC, MITCHELLOwnerEXECUTIVE DIRECTOR, ownership code NA, individual
Jan 6, 2012 to Oct 24, 2024factForm ADV
← ANDERSON, JERRY, LANEOwnerBOARD MEMBER - VICE CHAIR, ownership code NA, individual
Mar 25, 2014 to Oct 24, 2024factForm ADV
← Ashby, David, WilliamOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 21, 2019 to Oct 24, 2024factForm ADV
← JOHNSTONE, JEFFREY, DAVIDOwnerBOARD MEMBER - SECRETARY, ownership code NA, individual
Aug 7, 2018 to Oct 24, 2024factForm ADV
← Guenthner, Kevin, JonOwnerBOARD MEMBER, ownership code NA, individual
Aug 7, 2018 to Oct 24, 2024factForm ADV
← Morgret, Jeremy, AaronOwnerBOARD MEMBER, ownership code NA, individual
Sep 12, 2018 to Oct 24, 2024factForm ADV
← FAWCETT, STEVEN, BRETTOwnerBOARD MEMBER, ownership code NA, individual
Aug 11, 2021 to Oct 24, 2024factForm ADV
← STOCKMAN FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
May 4, 2017 to Oct 24, 2024factForm ADV