WESTWOOD, MA
Total Insiders
19
Active leadership & owners
Board Directors
3
Governing body
Corporate Officers
7
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
19
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
BIONDI BRIEN Director | — | Since Jan 2024 | — |
JACK CLIFFORD Director | — | Since Jan 2024 | — |
KEARNS SEAN Director | — | Since Jan 2024 | — |
BELL MICHAEL ALAN Officer | President and Trustee | Since Jan 2024 | — |
HALLEE JESSE DAVID Officer | Secretary | Since Jan 2024 | — |
MACKENZIE BRIAN THOMAS Officer | Chief Compliance Officer | Since Jan 2024 | — |
MARCANO-JOHNSON MICHELLE ANGELA Officer | Chief Compliance Officer | Since Aug 2026 | — |
MCVEIGH MARCIE Officer | Assistant Treasurer | Since Jan 2024 | — |
MULLINS DEREK JASON Officer | Treasurer PFO Prncpl Acct Ofcr | Since Jan 2024 | — |
ROSATO CHRISTOPHER DANIEL Officer | Chief Operating Officer | Since Mar 2026 | — |