SAN MATEO, CA
Total Insiders
15
Active leadership & owners
Board Directors
0
Governing body
Corporate Officers
13
Executive management
10%+ Owners
1
Major shareholders
Active Insiders
15
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
UBS GROUP AG 10% Owner | — | Since Aug 2018 | — |
BECKER TED P Officer | Chief Compliance Officer | Since Jun 2023 | — |
DAVIS BJORN Officer | Chief Compliance Officer | Since Oct 2024 | — |
DE OLIVEIRA MARC Officer | VP & Assistant Secretary | Since Jun 2023 | — |
DEBEVEC CHRISTINE M. Officer | VP & Assistant Secretary | Since Jun 2023 | — |
DESAI SONAL Officer | Pres. & CEO - Invest. Mgmt. | Since Dec 2018 | — |
GOLDBLAT HARRIS Officer | VP & Assistant Secretary | Since Jun 2023 | — |
GORMEL TARA E. Officer | VP & Assistant Secretary | Since Jun 2023 | — |
HOYT GEORGE P. Officer | VP & Assistant Secretary | Since Jun 2023 | — |
KERR SUSAN Officer | VP - AML Compliance | Since Jul 2021 | — |