董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Edmund J. Burke | 男 | Trustee | 65 | 41.50万美元 | 0.63 | 2026-08-26 |
| Thomas W. Brock | 男 | Chairman and Trustee | 79 | 9.90万美元 | 6.01 | 2026-08-26 |
| Milton M. Irvin | 男 | Trustee | 77 | 8.30万美元 | 1.03 | 2026-08-26 |
| Jennifer E. Hoopes | 女 | Trustee | 61 | 未披露 | 未持股 | 2026-08-26 |
| Maureen K. Usifer | 女 | Trustee | 66 | 8.90万美元 | 0.76 | 2026-08-26 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Mark T. Haley | 男 | President | 62 | 未披露 | 14.26 | 2026-08-26 |
| Robert Milas | 男 | Vice President | 60 | 未披露 | 未持股 | 2026-08-26 |
| Erich Rettinger | 男 | Treasurer | 41 | 未披露 | 未持股 | 2026-08-26 |
| Matthew Sutula | 男 | Chief Compliance Officer | 41 | 未披露 | 未持股 | 2026-08-26 |
| Sareena Khwaja Dixon | 女 | Secretary | 46 | 未披露 | 未持股 | 2026-08-26 |
| Gina Meyer | 女 | Assistant Treasurer | 46 | 未披露 | 未持股 | 2026-08-26 |
董事简历
中英对照 | 中文 | 英文- Edmund J. Burke
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Edmund J. Burke，他是ALPS公司的执行副总裁兼总裁。ALPS公司包括公司的投资管理和资产维修业务。ALPS Holdings公司于2011年成为公司的全资子公司。他于1991年加入ALPS公司，并担任总裁（2000年以来）。作为他在ALPS公司的职责的一部分，他担任Clough Global Allocation Fund、Clough Global Equity Fund、 Clough Global Opportunities Fund的总裁兼受托人，Liberty All-Star Equity Fund的受托人、Liberty All-Star Growth Fund公司的董事、Financial Investors Trust的董事会主席兼总裁。根据1940年的投资公司法案，这些基金是一个注册投资公司。
Edmund J. Burke retired from ALPS Holdings, Inc. in 2019. He previously served as Director of ALPS Fund Services, Inc. ("ALPS"), Director, and President of ALPS Holdings, Inc. (a wholly owned subsidiary of SS&C Technologies, Inc. ("SS&C") and ALPS Advisors, Inc.), and a Director of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. These organizations specialize in the day to day operations associated with both open and closed end investment companies, exchange traded funds and hedge funds. In addition, Mr. Burke is also currently Trustee of the ALPS ETF Trust and Trustee of the Financial Investors Trust, each an open end investment company, and Trustee of the Liberty All Star Equity Fund and Director of the Liberty All Star Growth Fund, Inc., each a closed end investment company. - Edmund J. Burke，他是ALPS公司的执行副总裁兼总裁。ALPS公司包括公司的投资管理和资产维修业务。ALPS Holdings公司于2011年成为公司的全资子公司。他于1991年加入ALPS公司，并担任总裁（2000年以来）。作为他在ALPS公司的职责的一部分，他担任Clough Global Allocation Fund、Clough Global Equity Fund、 Clough Global Opportunities Fund的总裁兼受托人，Liberty All-Star Equity Fund的受托人、Liberty All-Star Growth Fund公司的董事、Financial Investors Trust的董事会主席兼总裁。根据1940年的投资公司法案，这些基金是一个注册投资公司。
- Edmund J. Burke retired from ALPS Holdings, Inc. in 2019. He previously served as Director of ALPS Fund Services, Inc. ("ALPS"), Director, and President of ALPS Holdings, Inc. (a wholly owned subsidiary of SS&C Technologies, Inc. ("SS&C") and ALPS Advisors, Inc.), and a Director of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. These organizations specialize in the day to day operations associated with both open and closed end investment companies, exchange traded funds and hedge funds. In addition, Mr. Burke is also currently Trustee of the ALPS ETF Trust and Trustee of the Financial Investors Trust, each an open end investment company, and Trustee of the Liberty All Star Equity Fund and Director of the Liberty All Star Growth Fund, Inc., each a closed end investment company.
- Thomas W. Brock
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Thomas W. Brock，银湾地产首席执行官（2016-2017年）；银湾地产代理首席执行官（2016年），银湾地产董事（2012-2017年）。
Thomas W. Brock has extensive investment management and organizational management experience as chief executive officer of a U.S. Securities and Exchange Commission ("SEC") registered investment adviser, chairperson and trustee of an open end investment company, adjunct graduate business school professor and multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. - Thomas W. Brock，银湾地产首席执行官（2016-2017年）；银湾地产代理首席执行官（2016年），银湾地产董事（2012-2017年）。
- Thomas W. Brock has extensive investment management and organizational management experience as chief executive officer of a U.S. Securities and Exchange Commission ("SEC") registered investment adviser, chairperson and trustee of an open end investment company, adjunct graduate business school professor and multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund.
- Milton M. Irvin
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Milton M. Irvin，退休（2012年）；咨询委员会成员Castle Oak Securities主席（2012年至今）；投资委员会成员行政领导委员会主席（2006-2020年）；南卡罗来纳州立大学主席、董事会成员（2015-2020年）；研究生执行局成员沃顿商学院（2009-2016年）。
Milton M. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not for profit entity and has multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. - Milton M. Irvin，退休（2012年）；咨询委员会成员Castle Oak Securities主席（2012年至今）；投资委员会成员行政领导委员会主席（2006-2020年）；南卡罗来纳州立大学主席、董事会成员（2015-2020年）；研究生执行局成员沃顿商学院（2009-2016年）。
- Milton M. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not for profit entity and has multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund.
- Jennifer E. Hoopes
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Jennifer E. Hoopes在投资公司行业拥有丰富的经验。她曾担任共同基金的独立受托人。她曾担任共同基金、封闭式基金和ETF主承销商的高级董事总经理和总法律顾问，在投资公司的法律、分销、监管和服务提供商关系方面拥有丰富经验。
Jennifer E. Hoopes has extensive experience in the investment company industry. She has served as an independent trustee to mutual funds. She was Senior Managing Director and General Counsel for a principal underwriter to mutual funds, closed end funds and ETFs and has experience in legal, distribution, regulation and service provider relationships for investment companies. - Jennifer E. Hoopes在投资公司行业拥有丰富的经验。她曾担任共同基金的独立受托人。她曾担任共同基金、封闭式基金和ETF主承销商的高级董事总经理和总法律顾问，在投资公司的法律、分销、监管和服务提供商关系方面拥有丰富经验。
- Jennifer E. Hoopes has extensive experience in the investment company industry. She has served as an independent trustee to mutual funds. She was Senior Managing Director and General Counsel for a principal underwriter to mutual funds, closed end funds and ETFs and has experience in legal, distribution, regulation and service provider relationships for investment companies.
- Maureen K. Usifer
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Maureen K. Usifer， 她是公司的董事。2012年4月以来，她担任Seventh Generation Inc.（家庭和个人护理产品的品牌分销商）的首席财务官。从2009年4月到2012年4月，她担任Investor Relations with Church & Dwight Co., Inc.（Church & Dwight，小苏打和消费产品的主要生产商）的副总裁。从2004年5月到2009年4月，她担任Church & Dwight的高级财务董事。从2001年10月到2004年5月，她曾是Armkel, LLC（ Church & Dwight和Kelso & Company, L.P.的合资公司，达到超过4亿美元的个人护理用品的销售额）的首席财务官。从2000年5月到2001年10月，她曾是 Church & Dwight（达到5亿美元的衣服销售额）的Armus合资企业的部门财务总监。从1996年到2000年，她曾是Church & Dwight的高级财务经理负责Arm & Hammer的个人护理业务。她目前在佛蒙特大学（the University of Vermont）的可持续创业工商管理学硕士课程的顾问委员会任职。她获得圣迈克尔大学（ St. Michael’s College）的商业学士学位以及克拉克森大学（Clarkson University）的财务方向工商管理硕士学位。
Maureen K. Usifer has extensive financial accounting experience as an audit committee chairperson and SEC financial expert of a business development fund. She has served as a board member in a financial regulatory oversight position for the state of Vermont and a trustee for a private college, serving on the operations and audit committee. Ms. Usifer has also served as chief financial officer of both public and private companies and has multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. - Maureen K. Usifer， 她是公司的董事。2012年4月以来，她担任Seventh Generation Inc.（家庭和个人护理产品的品牌分销商）的首席财务官。从2009年4月到2012年4月，她担任Investor Relations with Church & Dwight Co., Inc.（Church & Dwight，小苏打和消费产品的主要生产商）的副总裁。从2004年5月到2009年4月，她担任Church & Dwight的高级财务董事。从2001年10月到2004年5月，她曾是Armkel, LLC（ Church & Dwight和Kelso & Company, L.P.的合资公司，达到超过4亿美元的个人护理用品的销售额）的首席财务官。从2000年5月到2001年10月，她曾是 Church & Dwight（达到5亿美元的衣服销售额）的Armus合资企业的部门财务总监。从1996年到2000年，她曾是Church & Dwight的高级财务经理负责Arm & Hammer的个人护理业务。她目前在佛蒙特大学（the University of Vermont）的可持续创业工商管理学硕士课程的顾问委员会任职。她获得圣迈克尔大学（ St. Michael’s College）的商业学士学位以及克拉克森大学（Clarkson University）的财务方向工商管理硕士学位。
- Maureen K. Usifer has extensive financial accounting experience as an audit committee chairperson and SEC financial expert of a business development fund. She has served as a board member in a financial regulatory oversight position for the state of Vermont and a trustee for a private college, serving on the operations and audit committee. Ms. Usifer has also served as chief financial officer of both public and private companies and has multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund.
高管简历
中英对照 | 中文 | 英文- Mark T. Haley
Mark T. Haley，Liberty All-Star基金总裁（自2023年4月起）；Liberty All-Star基金高级副总裁（1999年1月至2023年4月）；ALPS Advisors，Inc.（“AAI”）高级副总裁（自2022年起）；AAI副总裁（2006-2021年）；美国银行投资顾问公司副总裁（1999-2006年）。Haley先生被视为1940年法令所界定的基金的附属机构。
Mark T. Haley,President of the Liberty All-Star Funds (since April 2023); Senior Vice President of the Liberty All-Star Funds (January 1999-April 2023); Senior Vice President, ALPS Advisors, Inc. ("AAI") (since 2022); Vice President, AAI (2006-2021); Vice President, Banc of America Investment Advisors (1999-2006). Mr. Haley is deemed an affiliate of the Funds as defined under the 1940 Act.- Mark T. Haley，Liberty All-Star基金总裁（自2023年4月起）；Liberty All-Star基金高级副总裁（1999年1月至2023年4月）；ALPS Advisors，Inc.（“AAI”）高级副总裁（自2022年起）；AAI副总裁（2006-2021年）；美国银行投资顾问公司副总裁（1999-2006年）。Haley先生被视为1940年法令所界定的基金的附属机构。
- Mark T. Haley,President of the Liberty All-Star Funds (since April 2023); Senior Vice President of the Liberty All-Star Funds (January 1999-April 2023); Senior Vice President, ALPS Advisors, Inc. ("AAI") (since 2022); Vice President, AAI (2006-2021); Vice President, Banc of America Investment Advisors (1999-2006). Mr. Haley is deemed an affiliate of the Funds as defined under the 1940 Act.
- Robert Milas
Robert Milas，Liberty All-Star基金副总裁（自2022年12月起）；ALPS Advisors，Inc.研究总监（自2022年起）；Alpha Pension Group首席投资官（2018-2022年）。根据1940年法令的定义，Milas先生被视为基金的附属机构。
Robert Milas Vice President of the Liberty All Star Funds (since December 2022); Director of Research, AAI (since 2022); Chief Investment Officer, Alpha Pension Group (2018 2022). Mr. Milas is deemed an affiliate of the Fund as defined under the 1940 Act.- Robert Milas，Liberty All-Star基金副总裁（自2022年12月起）；ALPS Advisors，Inc.研究总监（自2022年起）；Alpha Pension Group首席投资官（2018-2022年）。根据1940年法令的定义，Milas先生被视为基金的附属机构。
- Robert Milas Vice President of the Liberty All Star Funds (since December 2022); Director of Research, AAI (since 2022); Chief Investment Officer, Alpha Pension Group (2018 2022). Mr. Milas is deemed an affiliate of the Fund as defined under the 1940 Act.
- Erich Rettinger
Erich Rettinger，ALPS Advisors，Inc.副总裁（自2021年起）；ALPS Fund Services，Inc.副总裁兼基金财务总监（2013-2021年）。雷廷格还是信安房地产收益基金和ALPS可变投资信托基金的财务主管。根据1940年法令的定义，Rettinger先生被视为基金的附属机构。
Erich Rettinger Vice President of AAI (since 2021); Vice President and Fund Controller of ALPS Fund Services, Inc. ("ALPS") (2013 2021). Mr. Rettinger is also Treasurer of Principal Real Estate Income Fund and ALPS ETF Trust and President of ALPS Variable Investment Trust. Mr. Rettinger is deemed an affiliate of the Fund as defined under the 1940 Act.- Erich Rettinger，ALPS Advisors，Inc.副总裁（自2021年起）；ALPS Fund Services，Inc.副总裁兼基金财务总监（2013-2021年）。雷廷格还是信安房地产收益基金和ALPS可变投资信托基金的财务主管。根据1940年法令的定义，Rettinger先生被视为基金的附属机构。
- Erich Rettinger Vice President of AAI (since 2021); Vice President and Fund Controller of ALPS Fund Services, Inc. ("ALPS") (2013 2021). Mr. Rettinger is also Treasurer of Principal Real Estate Income Fund and ALPS ETF Trust and President of ALPS Variable Investment Trust. Mr. Rettinger is deemed an affiliate of the Fund as defined under the 1940 Act.
- Matthew Sutula
Matthew Sutula，ALPS Advisors，Inc.（“AAI”）首席合规官（自2016年起）。在担任现任职务之前，Sutula先生曾担任AAI的合规经理和高级合规分析师，以及ALPS的合规分析师，他在晨星信息公司工作了七年，担任过各种分析师职务，为注册投资公司数据库提供支持。苏图拉先生还是ALPS ETF信托基金、信安房地产收益基金和ALPS可变投资信托基金的首席合规官。根据1940年法令的定义，Sutula先生被视为基金的附属机构。
Matthew Sutula Chief Compliance Officer of AAI (since 2016). Prior to his current role, Mr. Sutula served as Compliance Manager and Senior Compliance Analyst for AAI, as well as Compliance Analyst for ALPS, he spent seven years at Morningstar, Inc. in various analyst roles supporting the registered investment company databases. Mr. Sutula is also Chief Compliance Officer of ALPS ETF Trust, Principal Real Estate Income Fund and ALPS Variable Investment Trust. Mr. Sutula is deemed an affiliate of the Fund as defined under the 1940 Act.- Matthew Sutula，ALPS Advisors，Inc.（“AAI”）首席合规官（自2016年起）。在担任现任职务之前，Sutula先生曾担任AAI的合规经理和高级合规分析师，以及ALPS的合规分析师，他在晨星信息公司工作了七年，担任过各种分析师职务，为注册投资公司数据库提供支持。苏图拉先生还是ALPS ETF信托基金、信安房地产收益基金和ALPS可变投资信托基金的首席合规官。根据1940年法令的定义，Sutula先生被视为基金的附属机构。
- Matthew Sutula Chief Compliance Officer of AAI (since 2016). Prior to his current role, Mr. Sutula served as Compliance Manager and Senior Compliance Analyst for AAI, as well as Compliance Analyst for ALPS, he spent seven years at Morningstar, Inc. in various analyst roles supporting the registered investment company databases. Mr. Sutula is also Chief Compliance Officer of ALPS ETF Trust, Principal Real Estate Income Fund and ALPS Variable Investment Trust. Mr. Sutula is deemed an affiliate of the Fund as defined under the 1940 Act.
- Sareena Khwaja Dixon
Sareena Khwaja Dixon，ALPS基金服务公司首席法律顾问兼副总裁（自2020年起）；ALPS基金服务公司高级法律顾问兼副总裁（2015-2020年）。Khwaja-Dixon女士还是RiverNorth机会基金公司、RiverNorth Flexible市政收入基金II公司、RiverNorth市政收入 II公司、RiverNorth资本和收入基金公司、R/D战略机会基金基金公司、RiverNorth Flexible市政收入基金公司、TERM5市政收入基金公司、TERM5市政收入基金公司、RiverNorth市政收入公司、RiverNorth基金公司和RiverNorth机会市政收入基金公司的助理秘书。Khwaja-Dixon女士被视为1940年法案所界定的基金的附属公司。
Sareena Khwaja Dixon Managing Counsel of ALPS (since 2024); Principal Legal Counsel and Vice President of ALPS (2020 2024); Senior Counsel and Vice President of ALPS (2015 2020). Ms. Khwaja Dixon is also Assistant Secretary of RiverNorth Opportunities Fund, Inc., RiverNorth Flexible Municipal Income Fund II, Inc., RiverNorth Managed Duration Municipal Income Fund II, Inc., RiverNorth Capital and Income Fund, Inc., RiverNorth/DoubleLine Strategic Opportunity Fund, Inc., RiverNorth Flexible Municipal Income Fund, Inc., RiverNorth Managed Duration Municipal Income Fund, Inc., RiverNorth Funds, and RiverNorth Opportunistic Municipal Income Fund, Inc. Ms. Khwaja Dixon is deemed an affiliate of the Fund as defined under the 1940 Act.- Sareena Khwaja Dixon，ALPS基金服务公司首席法律顾问兼副总裁（自2020年起）；ALPS基金服务公司高级法律顾问兼副总裁（2015-2020年）。Khwaja-Dixon女士还是RiverNorth机会基金公司、RiverNorth Flexible市政收入基金II公司、RiverNorth市政收入 II公司、RiverNorth资本和收入基金公司、R/D战略机会基金基金公司、RiverNorth Flexible市政收入基金公司、TERM5市政收入基金公司、TERM5市政收入基金公司、RiverNorth市政收入公司、RiverNorth基金公司和RiverNorth机会市政收入基金公司的助理秘书。Khwaja-Dixon女士被视为1940年法案所界定的基金的附属公司。
- Sareena Khwaja Dixon Managing Counsel of ALPS (since 2024); Principal Legal Counsel and Vice President of ALPS (2020 2024); Senior Counsel and Vice President of ALPS (2015 2020). Ms. Khwaja Dixon is also Assistant Secretary of RiverNorth Opportunities Fund, Inc., RiverNorth Flexible Municipal Income Fund II, Inc., RiverNorth Managed Duration Municipal Income Fund II, Inc., RiverNorth Capital and Income Fund, Inc., RiverNorth/DoubleLine Strategic Opportunity Fund, Inc., RiverNorth Flexible Municipal Income Fund, Inc., RiverNorth Managed Duration Municipal Income Fund, Inc., RiverNorth Funds, and RiverNorth Opportunistic Municipal Income Fund, Inc. Ms. Khwaja Dixon is deemed an affiliate of the Fund as defined under the 1940 Act.
- Gina Meyer
Gina Meyer AAI副总裁（自2023年起）；北方信托副总裁、高级关系经理（2022年8月至2023年10月）；Standish Management客户参与经理（2021年7月至2022年8月）；ALPS Fund Services，Inc.基金总监和客户关系经理（2012年11月至2021年6月）。Meyer女士还是ALPS Variable Investment Trust的财务主管。Meyer女士被视为1940年法案所定义的基金的附属机构。
Gina Meyer Vice President of AAI (since 2023); Vice President, Sr. Relationship Manger at Northern Trust (August 2022 to October 2023); Client Engagement Manager at Standish Management (July 2021 to August 2022); and Fund Controller and Client Relationship Manager at ALPS Fund Services, Inc. (November 2012 to June 2021). Ms. Meyer is also Treasurer of ALPS Variable Investment Trust. Ms. Meyer is deemed an affiliate of the Fund as defined under the 1940 Act.- Gina Meyer AAI副总裁（自2023年起）；北方信托副总裁、高级关系经理（2022年8月至2023年10月）；Standish Management客户参与经理（2021年7月至2022年8月）；ALPS Fund Services，Inc.基金总监和客户关系经理（2012年11月至2021年6月）。Meyer女士还是ALPS Variable Investment Trust的财务主管。Meyer女士被视为1940年法案所定义的基金的附属机构。
- Gina Meyer Vice President of AAI (since 2023); Vice President, Sr. Relationship Manger at Northern Trust (August 2022 to October 2023); Client Engagement Manager at Standish Management (July 2021 to August 2022); and Fund Controller and Client Relationship Manager at ALPS Fund Services, Inc. (November 2012 to June 2021). Ms. Meyer is also Treasurer of ALPS Variable Investment Trust. Ms. Meyer is deemed an affiliate of the Fund as defined under the 1940 Act.