← 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（08/02/2024）
TOUCHSTONE ADVISORS INC · 所有者与执行高管（CRD 107028）
机构事实页：TOUCHSTONE ADVISORS INC 事实页 → | 官方原文：IAPD firm-summary/107028
Schedule A · 直接所有者（22 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WIEDENHEFT, TERRIE, ANN | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| WUEBBLING, DONALD, JOSEPH | 个人 | DIRECTOR | 是 | NA |
| CLARK, JAMES, NORMAN | 个人 | DIRECTOR | 是 | NA |
| IFS FINANCIAL SERVICES | 境内实体 | SHAREHOLDER | 是 | E |
| MCGRUDER, JILL, TRIPP | 个人 | DIRECTOR | 是 | NA |
| PAULIN, TIMOTHY, DAVID | 个人 | SR. VICE PRESIDENT INVESTMENT RESEARCH & PRODUCT MANAGEMENT | 是 | NA |
| STEARNS, TIMOTHY, STEVEN | 个人 | VP, CHIEF COMPLIANCE OFFICER | 是 | NA |
| Herron, Sarah, Sparks | 个人 | SECRETARY | 是 | NA |
| NIEMEYER, JONATHAN, DAVID | 个人 | DIRECTOR | 是 | NA |
| BARRY, MATTHEW, ROBERT | 个人 | VP, PRODUCT MANAGEMENT & HEAD OF CAPITAL MARKETS | — | NA |
| LUCAS, TERESA, ANN | 个人 | VP, ASSISTANT TREASURER, FUND ACCOUNTING, FINANCIAL REPORTING, TAX | — | NA |
| MUSGROVE, JOHN, S | 个人 | AVP, ASSISTANT TREASURER | — | NA |
| SMITH, JULIE, LOUISE | 个人 | VP, FUND ADMINISTRATION AND OPERATIONS | — | NA |
| THOMAS, R, CRIT | 个人 | AVP, GLOBAL MARKET STRATEGIST | — | NA |
| JOHNSON, JAY, VINCENT | 个人 | VP, CORPORATE FINANCE AND TREASURER | — | NA |
| Anderson, Jason, Todd | 个人 | ASSISTANT TREASURER | — | NA |
| WATTERSON, BRADLEY, STEPHEN | 个人 | ASSISTANT VICE PRESIDENT, INVESTMENT RESEARCH | — | NA |
| Connelly, Lindsay, Michelle | 个人 | AVP, ASSISTANT TREASURER | — | NA |
| Moore, Edward, Blake | 个人 | PRESIDENT, CHIEF EXECUTIVE OFFICER | 是 | NA |
| Lazzeri, Anthony, Carl | 个人 | AVP, PRODUCT MANAGEMENT & CAPITAL MARKETS | — | NA |
| Wittman, Scott, Joseph | 个人 | VICE PRESIDENT, TAX | — | NA |
| SINGLER, THOMAS, JAMES | 个人 | AVP, INVESTMENT STRATEGY SPECIALIST | 是 | NA |
Schedule B · 执行高管（4 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| WESTERN AND SOUTHERN LIFE ASSURANCE COMPANY | SHAREHOLDER | 是 |
| THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY | SHAREHOLDER | 是 |
| WESTERN & SOUTHERN FINANCIAL GROUP, INC. | SHAREHOLDER | 是 |
| WESTERN & SOUTHERN MUTUAL HOLDING COMPANY | SHAREHOLDER | 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。
