CHICAGO, IL
Total Insiders
22
Active leadership & owners
Board Directors
0
Governing body
Corporate Officers
14
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
22
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
BLACK BRETT Officer | Chief Compliance Officer | Since Jun 2022 | — |
CARDELLA MARC Officer | VP and Controller | Since Dec 2024 | — |
CASTRO JOSEPH Officer | EVP, Chief Risk & Compliance | Since Oct 2025 | — |
KLEINMAN MARGOT Officer | SMD, Head of Muni Bond Researc | Since Feb 2026 | — |
LOCKHART BRIAN J Officer | Vice President | Since Aug 2019 | — |
LONGERSTAEY JACQUES M Officer | Vice President | Since Aug 2019 | — |
MCCANN JOHN M. Officer | Vice President | Since Apr 2022 | — |
MEISSNER JON SCOTT Officer | Vice President | Since Oct 2019 | — |
MORGAN DEANN Officer | Vice President | Since Feb 2020 | — |
NELSON JAMES N III Officer | Vice President | Since Feb 2024 | — |