WEST CONSHOHOCKEN, PA
Total Insiders
13
Active leadership & owners
Board Directors
1
Governing body
Corporate Officers
5
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
13
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
GOULD RICHARD Director | — | Since Jul 2024 | — |
AUFFENBERG CHRISTOPHER Officer | Vice President | Since May 2022 | — |
DOWNES DEIDRE Officer | Chief Compliance Officer | Since Nov 2021 | — |
KIRCHNER JAMES F Officer | Principal Financial Officer | Since Apr 2026 | — |
SCOTT JAMES Officer | Portfolio Manager | Since Jan 2021 | — |
SMITH FRANK J Officer | Treasurer and PFO | Since Mar 2020 | — |
CASHMAN FRANCES Other | — | Since Jan 2022 | — |
CHAN GARY Other | — | Since Jun 2019 | — |
CUCINOTTA EBAN Other | — | Since Jun 2019 | — |
GRIER EDDIE ARTHUR Other | — | Since Jan 2022 | — |