CHARLOTTE, NC
Total Insiders
24
Active leadership & owners
Board Directors
6
Governing body
Corporate Officers
12
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
24
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
EBSWORTH WILLIAM R. Director | — | Since Nov 2018 | — |
FREEMAN JANE A Director | — | Since Aug 2022 | — |
MILLER CINDY J Director | — | Since Jan 2026 | — |
POLISSON JAMES Director | — | Since Jun 2023 | — |
SHLISSEL BRIAN S Director | — | Since Feb 2026 | — |
WHEELOCK PAMELA Director | — | Since Jan 2020 | — |
BAKER CHRISTOPHER MICAH Officer | Chief Compliance Officer | Since Jan 2022 | — |
BARBIERI THOMAS EDWARD Officer | Chief Compliance Officer | Since Mar 2025 | — |
BROTMAN KARIN Officer | Chief Compliance Officer | Since Dec 2021 | — |
FELSCH PAUL WERNER Officer | Chief Complaince Officer | Since Feb 2023 | — |