CHARLOTTE, NC
Total Insiders
38
Active leadership & owners
Board Directors
6
Governing body
Corporate Officers
18
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
38
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
HARRIS BERNARD Director | — | Since Jul 2021 | — |
LLOYD ERIC J Director | — | Since Jul 2021 | — |
MIHALICK DAVID Director | — | Since Jul 2021 | — |
MULHERN MARK F Director | — | Since Jul 2021 | — |
OKEL THOMAS Director | — | Since Jul 2021 | — |
OLMSTEAD JILL Director | — | Since Jul 2021 | — |
BOCK JONATHAN Officer | Co-CEO and President | Since Jul 2021 | — |
BRANCA ITZBELL Officer | Chief Compliance Officer | Since Sep 2024 | — |
CHILLAG JEFFREY Officer | Director of Fin and Head of Re | Since Jul 2021 | — |
COWART MICHAEL Officer | Chief Compliance Officer | Since Jul 2021 | — |