01/15/2025 | Press release | Distributed by Public on 01/15/2025 13:29
Name of Officer | Position(s) |
Gazala Khan | Vice President, Chief Compliance Officer and Anti-Money Laundering Officer |
Kyle Kroken | Vice President, Treasurer, Principal Financial Officer and Principal Accounting Officer |
Elaine Richards | Vice President and Secretary |
Fiona Ho | Assistant Treasurer |
Officers
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Name, Address and Year of Birth | Position(s) Held with the Trust | Term of Office and Length of Time Served | Number of Portfolios in Trust Overseen by Trustee | Principal Occupation(s) During the Past Five Years | Other Directorships Held by Trustee During the Past Five Years |
Brian Nelson 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1959 |
Treasurer, Principal Financial Officer and Principal Accounting Officer | Indefinite Term; Since December 2024 | N/A | President, Cromwell Investment Advisors, LLC (2022-present); Founding Member, Harborside Group (2004-present); Trustee, University System of Maryland Foundation (2018-present); Director of Vanns Spices (2024-present). | N/A |
Stephen E. Baird 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1983 |
President and Principal Executive Officer |
Indefinite Term: Since July 2024 |
N/A | Chief Operating Officer, Cromwell Investment Advisors, LLC (2022-present); Senior Vice President, Harborside Group (2015-present). | N/A |
Darcy Limanni 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1976 |
Chief Compliance Officer and Anti-Money Laundering Officer | Indefinite Term; Since December 2024 | N/A | Chief Compliance Officer, Cromwell Investment Advisors, LLC (2022-present); Compliance Manager, Harborside Group (2022-present). Vice President, National Accounts, Hennessy Funds (2012-2021). | N/A |
Erik Ranson 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1980 |
Vice President | Indefinite Term; Since December 2024 | N/A | Managing Director, Cromwell Investment Advisors, LLC (2022-present); Executive Vice President, Harborside Group (2010-present). | N/A |
Megan Vichich 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1972 |
Secretary | Indefinite Term; Since December 2024 | N/A | Executive Team Member, Vice President Marketing, Harborside Group (2014-present). | N/A |
Name of Officer | Position(s) |
Gazala Khan | Vice President, Chief Compliance Officer and Anti-Money Laundering Officer |
Kyle Kroken | Vice President, Treasurer, Principal Financial Officer and Principal Accounting Officer |
Elaine Richards | Vice President and Secretary |
Fiona Ho | Assistant Treasurer |
Officers
|
|||||
Name, Address and Year of Birth | Position(s) Held with the Trust | Term of Office and Length of Time Served | Number of Portfolios in Trust Overseen by Trustee | Principal Occupation(s) During the Past Five Years | Other Directorships Held by Trustee During the Past Five Years |
Brian Nelson 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1959 |
Treasurer, Principal Financial Officer and Principal Accounting Officer | Indefinite Term; Since December 2024 | N/A | President, Cromwell Investment Advisors, LLC (2022-present); Founding Member, Harborside Group (2004-present); Trustee, University System of Maryland Foundation (2018-present); Director of Vanns Spices (2024-present). | N/A |
Stephen E. Baird 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1983 |
President and Principal Executive Officer |
Indefinite Term: Since July 2024 |
N/A | Chief Operating Officer, Cromwell Investment Advisors, LLC (2022-present); Senior Vice President, Harborside Group (2015-present). | N/A |
Darcy Limanni 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1976 |
Chief Compliance Officer and Anti-Money Laundering Officer | Indefinite Term; Since December 2024 | N/A | Chief Compliance Officer, Cromwell Investment Advisors, LLC (2022-present); Compliance Manager, Harborside Group (2022-present). Vice President, National Accounts, Hennessy Funds (2012-2021). | N/A |
Erik Ranson 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1980 |
Vice President | Indefinite Term; Since December 2024 | N/A | Managing Director, Cromwell Investment Advisors, LLC (2022-present); Executive Vice President, Harborside Group (2010-present). | N/A |
Megan Vichich 810 Gleneagles Court Suite 106 Baltimore, MD 21286 Year of birth: 1972 |
Secretary | Indefinite Term; Since December 2024 | N/A | Executive Team Member, Vice President Marketing, Harborside Group (2014-present). | N/A |