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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 31, 2019
    • $10.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $1.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

16

name start date
Geoffrey Daniel Chamberlain
January 2018
Kathleen Mary Burge
January 2018
Christopher Neil Sutherland
January 2019
Anson Crawford Clough
January 2018
James Lockwood Bosland
January 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Bonnie Brophy Tracy Director January, 2016 less than 5%
    Michael Costello Director November, 2012 less than 5%
    Mark Thomas Williams Director November, 2010 less than 5%
    Douglas Campbell Chamberlain President, Ceo, Director October, 1998 less than 5%
    Michele Dawn Hubley Svp, Chief Compliance Officer May, 2004 less than 5%
    William Terrell Petty Director November, 2001 less than 5%
    J.P. Chevriere Director November, 2001 less than 5%
    Kenneth Joseph Novack Director November, 1988 less than 5%
    Cornelia Spencer Ives Director November, 1995 less than 5%
    Robert B Needham Director November, 1988 less than 5%
    James Ira Ladge Senior Vice President, Coo August, 1999 less than 5%
    Kathleen Mary Burge Exec Vice President,Cfo, Director October, 1988 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets