CINCINNATI, OH
Total Insiders
23
Active leadership & owners
Board Directors
3
Governing body
Corporate Officers
6
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
23
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
CARSON DAVID R. Director | — | Since Dec 2024 | — |
CONDON DANIEL J. Director | — | Since Dec 2024 | — |
GRANT KENNETH G.Y. Director | — | Since Dec 2024 | — |
DEAN MARTIN R. Officer | President | Since Dec 2024 | — |
GOSSELINK GWENETH K Officer | Chief Compliance Officer | Since Dec 2024 | — |
GRASSO GARY Officer | Secretary | Since Dec 2024 | — |
RICHMOND ZACHARY PAUL Officer | Treasurer and CFO | Since Dec 2024 | — |
SHALOO TIMOTHY Officer | AML Officer | Since Dec 2024 | — |
TRAEGNER KEVIN Officer | Treasurer | Since May 2026 | — |
BURLESON JAMES CARTER Other | — | Since May 2025 | — |