WHEATON, IL
Total Insiders
10
Active leadership & owners
Board Directors
4
Governing body
Corporate Officers
7
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
10
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
MORAN ZEVEN MARY Director | — | Since Nov 2024 | — |
SCHIRESON CLIFFORD Director | — | Since Nov 2024 | — |
SCHOFFMAN CARRIE Director | — | Since Nov 2024 | — |
ZAYED DEAN DirectorOfficer | CEO of Adviser | Since Nov 2024 | — |
BARNES KENT Officer | Secretary | Since Nov 2024 | — |
BITTERMAN CHAD M Officer | Chief Compliance Officer | Since Nov 2024 | — |
BOBIN ALEXANDER Officer | Portfolio Manager | Since Nov 2024 | — |
CHASE JESSICA Officer | Treasurer | Since Nov 2024 | — |
DIORIO MARK Officer | CIO of Adviser | Since Nov 2024 | — |
LOVETT MATTHEW Officer | CCO of Adviser | Since Nov 2024 | — |