CHARLOTTE, NC
Total Insiders
14
Active leadership & owners
Board Directors
5
Governing body
Corporate Officers
5
Executive management
10%+ Owners
1
Major shareholders
Active Insiders
14
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
STEPSTONE GROUP LP 10% OwnerOther | — | Since Aug 2025 | — |
LONG ROBERT W. DirectorOfficer | Pres. & Prin. Exec. Officer | Since Aug 2025 | — |
PRATHER TERRY WEST Director | — | Since Aug 2025 | — |
SCHMIDT TRACY G. Director | — | Since Aug 2025 | — |
SITTEMA THOMAS KENT Director | — | Since Dec 2025 | — |
STURZENEGGER RON D. Director | — | Since Aug 2025 | — |
CARUVANA DEAN ANTHONY Officer | CCO and Corporate Secretary | Since Aug 2025 | — |
FLEISCHER MATTHEW BENNETT Officer | Chief Compliance Officer | Since Sep 2026 | — |
SMITH TIMOTHY ADAIR Officer | Vice President | Since Aug 2025 | — |
ZEITVOGEL KIMBERLY Officer | Treasurer & Prin. Fin. Officer | Since Aug 2025 | — |