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Overview

Articles

Insights

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

Assets

Assets

Last updated on March 25, 2017
    • $8.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $1.5M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

13

name start date
Walter Zagrobski
March 2005
Benjamin Peter Holcombe
May 2015
James C. Quealy
April 2014
James Ira Ladge
March 2005
Nancy Hacker Place
February 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Douglas Campbell Chamberlain President, Ceo, Director October, 1998 25% to 50%
    James Ira Ladge Senior Vice President, Coo August, 1999 10% to 25%
    Walter Zagrobski Svp, Portfolio Manager September, 1997 5% to 10%
    Kathleen Mary Burge Exec Vice President,Cfo, Director October, 1988 5% to 10%
    J.P. Chevriere Director November, 2001 less than 5%
    William Terrell Petty Director November, 2001 less than 5%
    Kenneth Joseph Novack Director November, 1988 less than 5%
    Cornelia Spencer Ives Director November, 1995 less than 5%
    Mark Thomas Williams Director November, 2010 less than 5%
    Michael Costello Director November, 2012 less than 5%
    Robert B Needham Director November, 1988 less than 5%
    Bonnie Brophy Tracy Director January, 2016 less than 5%
    Michele Dawn Hubley Svp, Chief Compliance Officer May, 2004 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets