ORINDA, CA
Total Insiders
9
Active leadership & owners
Board Directors
3
Governing body
Corporate Officers
6
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
9
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
DOZOIS TIMOTHY M Director | — | Since Oct 2016 | — |
FRAME THOMAS Director | — | Since Oct 2016 | — |
HATCH KJERSTIN Director | — | Since Sep 2024 | — |
BLUTH JERI RUTH Officer | Chief Compliance Officer | Since May 2016 | — |
DIXON ROBERT E Officer | CEO/President | Since Feb 2026 | — |
FULLER GLEN W Officer | TREASURER | Since May 2016 | — |
PATTERSON CHARLES E. II Officer | General Counsel/Secretary | Since May 2016 | — |
SHERPA ANGCHE Officer | Chief Financial Officer | Since Jul 2021 | — |
SIMPSON CHRISTINE ELIZABETH Officer | Chief Portfolio Manager | Since May 2016 | — |