← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（06/21/2022）
GLOBAL PORTFOLIO STRATEGIES, INC. · 所有者与执行高管（CRD 105812）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/105812
Schedule A · 直接所有者（15 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DALESSIO, HARRY, ARTHUR | 个人 | CHAIRMAN AND CHIEF EXECUTIVE OFFICER AND DIRECTOR | 是 | NA |
| GUZMAN, LAZARO, ENRIQUE | 个人 | PRESIDENT | 是 | NA |
| STONER, KATHERINE, LEANN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| Moritz, Christine, Marie | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| Kavan, Adam | 个人 | SENIOR COUNSEL & SECRETARY | 是 | NA |
| ROE, KARA, SUSAN | 个人 | TREASURER | 是 | NA |
| KREIDER, JONATHAN, DAVID | 个人 | SENIOR VICE PRESIDENT | 是 | NA |
| BOURRET, JENNIFER, RAE | 个人 | MANAGER AND VICE PRESIDENT | 是 | NA |
| GEISSBUHLER, BRADLEY, ALAN | 个人 | DIRECTOR AND VICE PRESIDENT | 是 | NA |
| JOHNSON, SCOTT, D | 个人 | DIRECTOR AND VICE PRESIDENT | 是 | NA |
| HUDSON, BROCKETT, RICE | 个人 | ASSISTANT SECRETARY | 是 | NA |
| GREAT-WEST LIFE AND ANNUITY INSURANCE COMPANY | 境内实体 | MEMBER | 是 | E |
| MANDEVILLE, NATHANIEL, ALLEN | 个人 | ASSISTANT VICE PRESIDENT | 是 | NA |
| Larsen, David, Carl | 个人 | ASSISTANT SECRETARY | 是 | NA |
| PLATT, ERIC, JOSEPH | 个人 | MANAGER AND VICE PRESIDENT | 是 | NA |
Schedule B · 执行高管（13 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| GREAT-WEST FINANCIAL (NOVA SCOTIA) CO. | MEMBER | 是 |
| GWL&A FINANCIAL, INC. | MEMBER | 是 |
| GREAT-WEST LIFECO U.S. LLC | MEMBER | 是 |
| GREAT-WEST LIFECO INC. | MEMBER | 是 |
| POWER FINANCIAL CORPORATION | SHAREHOLDER | 是 |
| POWER CORPORATION OF CANADA | SHAREHOLDER | 是 |
| PANSOLO HOLDING INC. | SHAREHOLDER | 是 |
| THE DEMARAIS FAMILY RESIDUARY TRUST | SHAREHOLDER | 是 |
| DESMARAIS, PAUL, GUY | TRUSTEE | 是 |
| PLESSIS-BELAIR, MICHEL | TRUSTEE | 是 |
| FORTIN, GUY | TRUSTEE | 是 |
| DESMARAIS, ANDRE, ROGER | TRUSTEE | 是 |
| DESMARAIS, SOPHIE | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
