CHARLOTTE, NC
Total Insiders
20
Active leadership & owners
Board Directors
6
Governing body
Corporate Officers
10
Executive management
10%+ Owners
0
Major shareholders
Active Insiders
20
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
LONG ROBERT W. DirectorOfficerOther | Pres. & Prin. Exec. Officer | Since Sep 2020 | — |
MILLS HAROLD Director | — | Since Sep 2020 | — |
PRATHER TERRY WEST Director | — | Since May 2024 | — |
SCHMIDT TRACY G. Director | — | Since Sep 2020 | — |
SITTEMA THOMAS KENT DirectorOther | — | Since Sep 2020 | — |
STURZENEGGER RON D. Director | — | Since Sep 2020 | — |
ANCONA CHRISTOPHER Officer | Chief Compliance Officer | Since Jun 2022 | — |
CARUVANA DEAN ANTHONY Officer | Secretary and CCO | Since Sep 2023 | — |
FERNANDEZ JOSE A Officer | Officer of Sub-Adviser | Since Sep 2020 | — |
FLEISCHER MATTHEW BENNETT Officer | Chief Compliance Officer | Since Sep 2026 | — |