OAKS, PA
Total Insiders
16
Active leadership & owners
Board Directors
4
Governing body
Corporate Officers
3
Executive management
10%+ Owners
2
Major shareholders
Active Insiders
16
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
SEI INVESTMENTS CO 10% OwnerOther | — | Since Oct 2023 | — |
SEI INVESTMENTS, INC. 10% OwnerOther | — | Since Oct 2023 | — |
COTE SUSAN C Director | — | Since Oct 2023 | — |
LESAVOY NINA Director | — | Since Oct 2023 | — |
NESHER ROBERT A DirectorOfficer | President and CEO | Since Oct 2023 | — |
WILLIAMS JAMES MICHAEL Director | — | Since Oct 2023 | — |
KURDZIEL GLENN R Officer | Treasurer, Controller & CFO | Since Oct 2023 | — |
PANNER STEPHEN Officer | Chief Compliance Officer | Since Oct 2023 | — |
ANILOFF DAVID Other | — | Since Oct 2023 | — |
BARTO TIMOTHY D Other | — | Since Oct 2023 | — |