← 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(03/26/2024)
MEMBERS CAPITAL ADVISORS, INC. · 所有者与执行高管(CRD 105960)
机构事实页:MEMBERS CAPITAL ADVISORS, INC. 事实页 → | 官方原文:IAPD firm-summary/105960
Schedule A · 直接所有者(14 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| JENSEN, THOMAS, C | 个人 | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | — | NA |
| CUNA MUTUAL INVESTMENT CORPORATION | 境内实体 | 100% OWNER | 是 | E |
| WEBBER, THOMAS, JAMES | 个人 | VICE PRESIDENT, MANAGING DIRECTOR - INVESTMENTS | — | NA |
| CAMERON, AMY, M | 个人 | PRESIDENT, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — | NA |
| CANTRELL, ALLEN, RANDOLPH | 个人 | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | — | NA |
| BORAKOVE, BRIAN, J | 个人 | TREASURER | — | NA |
| FINUCANE, ANNE, MARIE | 个人 | SENIOR VICE PRESIDENT AND MANAGING DIRECTOR, DEPUTY CHIEF INVESTMENT OFFICER- - INVESTMENTS | — | NA |
| WYDICK, BENJAMIN, T | 个人 | SENIOR VICE PRESIDENT - CHIEF RISK OFFICER | — | NA |
| MICKS, JASON, THEODORE | 个人 | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENT RESEARCH | — | NA |
| VAN AARTSEN, STAN J | 个人 | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | — | NA |
| COOMBE, KEVIN, CHARLES | 个人 | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | — | NA |
| LYONS, STEVEN J | 个人 | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | — | NA |
| HABERSTICH, MELISSA, M | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| THOMAS, BARTH, THOMAS | 个人 | SECRETARY, VICE PRESIDENT AND DIRECTOR | — | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
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。
