CHARLOTTE, NC
Total Insiders
25
Active leadership & owners
Board Directors
2
Governing body
Corporate Officers
8
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
25
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
MIHALICK DAVID Director | — | Since Dec 2020 | — |
MULHERN MARK F Director | — | Since Aug 2021 | — |
BRANCA ITZBELL Officer | Chief Compliance Officer | Since Sep 2024 | — |
COWART MICHAEL Officer | Chief Compliance Officer | Since Feb 2020 | — |
DINERMAN JILL Officer | Associate Director | Since Feb 2019 | — |
FRENO MICHAEL OfficerOther | Vice President | Since Dec 2020 | — |
HANSCOM CHRISTOPHER Officer | Treasurer | Since Nov 2021 | — |
MURRAY ELIZABETH A. Officer | Treasurer | Since Oct 2020 | — |
STEINNERD ASHLEE Officer | Chief Legal Officer | Since Feb 2023 | — |
TECMIRE BENJAMIN Officer | Chief Compliance Officer | Since Sep 2022 | — |