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 |
|---|---|---|---|---|---|---|
| Sandra Brown | -- | Independent Trustee | 71 | 未披露 | 未持股 | 2026-05-29 |
| Maureen Quill | -- | Independent Trustee | 63 | 未披露 | 未持股 | 2026-05-29 |
| Robert F. Goldrich | -- | Independent Trustee | 64 | 未披露 | 未持股 | 2026-05-29 |
| John P. Zader | 男 | Chairman of the Board | 64 | 未披露 | 未持股 | 2026-05-29 |
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 |
|---|---|---|---|---|---|---|
| Max Banhazl | -- | Vice President | 39 | 未披露 | 未持股 | 2026-05-29 |
| Rita Dam | -- | Treasurer | 60 | 未披露 | 未持股 | 2026-05-29 |
| Diane J. Drake | -- | Secretary | 59 | 未披露 | 未持股 | 2026-05-29 |
| Korey Bauer | -- | Vice President | 37 | 未披露 | 未持股 | 2026-05-29 |
| Ryan Leggio | -- | Vice President | 46 | 未披露 | 未持股 | 2026-05-29 |
| Martin Dziura | -- | Chief Compliance Officer | 67 | 未披露 | 未持股 | 2026-05-29 |
| John P. Zader | 男 | Chairman of the Board | 64 | 未披露 | 未持股 | 2026-05-29 |
董事简历
中英对照 | 中文 | 英文- Sandra Brown
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Sandra Brown，顾问。曾任泛美金融顾问公司首席执行官兼总裁（1999-2009年）；泛美证券销售公司总裁（1998-2009年）；美国银行共同基金管理局Vice President（1990-1998年）。FPA Capital，Inc.，FPA Funds Trust，FPA New Income，Inc.，FPA Paramount Fund，Inc.，FPA U.S.Value Fund，Inc.和SourceCapital，Inc.的董事/受托人（自2016年10月起）。
Sandra Brown Consultant (2009 – present); formerly, CEO and President of Transamerica Financial Advisers, Inc. (1999 – 2009); President, Transamerica Securities Sales Corp. (1998 – 2009); Vice President, Bank of America Mutual Fund Administration (1990 – 1998); and Trustee of Bragg Capital Trust (2020 – 2023). - Sandra Brown，顾问。曾任泛美金融顾问公司首席执行官兼总裁（1999-2009年）；泛美证券销售公司总裁（1998-2009年）；美国银行共同基金管理局Vice President（1990-1998年）。FPA Capital，Inc.，FPA Funds Trust，FPA New Income，Inc.，FPA Paramount Fund，Inc.，FPA U.S.Value Fund，Inc.和SourceCapital，Inc.的董事/受托人（自2016年10月起）。
- Sandra Brown Consultant (2009 – present); formerly, CEO and President of Transamerica Financial Advisers, Inc. (1999 – 2009); President, Transamerica Securities Sales Corp. (1998 – 2009); Vice President, Bank of America Mutual Fund Administration (1990 – 1998); and Trustee of Bragg Capital Trust (2020 – 2023).
- Maureen Quill
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Maureen Quill投资经理人系列信托III总裁（2023 –至今）；Source Capital总裁（2023 –至今）；投资经理人系列信托总裁（2014 –至今）；执行副总裁/执行受托人注册基金（2018 –至今）、首席运营官（2014 – 2018年）、执行副总裁（2007 – 2014年），丨基金服务公司；UMB分销服务总裁（2013 – 2020年）；投资经理人系列信托副总裁（2013 – 2014年）。
Maureen Quill President, Investment Managers Series Trust III (2023 – present); President, Source Capital (2023 – present); President, Investment Managers Series Trust (2014 – present); EVP/Executive Trustee Registered Funds (2018 – present), Chief Operating Officer (2014 – 2018), and Executive Vice President (2007 – 2014), UMB Fund Services, Inc.; President, UMB Distribution Services (2013 – 2020); and Vice President, Investment Managers Series Trust (2013 – 2014). - Maureen Quill投资经理人系列信托III总裁（2023 –至今）；Source Capital总裁（2023 –至今）；投资经理人系列信托总裁（2014 –至今）；执行副总裁/执行受托人注册基金（2018 –至今）、首席运营官（2014 – 2018年）、执行副总裁（2007 – 2014年），丨基金服务公司；UMB分销服务总裁（2013 – 2020年）；投资经理人系列信托副总裁（2013 – 2014年）。
- Maureen Quill President, Investment Managers Series Trust III (2023 – present); President, Source Capital (2023 – present); President, Investment Managers Series Trust (2014 – present); EVP/Executive Trustee Registered Funds (2018 – present), Chief Operating Officer (2014 – 2018), and Executive Vice President (2007 – 2014), UMB Fund Services, Inc.; President, UMB Distribution Services (2013 – 2020); and Vice President, Investment Managers Series Trust (2013 – 2014).
- Robert F. Goldrich
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Robert F. Goldrich WireFox LLC总裁（2022 –至今）；CMW Strategies战略倡议高级副总裁（2022 – 2024年）；Leon Levy基金会总裁/首席财务官（2014 – 2022年）；Bragg Capital Trust受托人（2022 – 2023年）。
Robert F. Goldrich President of WireFox LLC (2022 – present); SVP Strategies Initiative of CMW Strategies (2022 – 2024); President/CFO of the Leon Levy Foundation (2014 – 2022); Trustee of Bragg Capital Trust (2022 – 2023). - Robert F. Goldrich WireFox LLC总裁（2022 –至今）；CMW Strategies战略倡议高级副总裁（2022 – 2024年）；Leon Levy基金会总裁/首席财务官（2014 – 2022年）；Bragg Capital Trust受托人（2022 – 2023年）。
- Robert F. Goldrich President of WireFox LLC (2022 – present); SVP Strategies Initiative of CMW Strategies (2022 – 2024); President/CFO of the Leon Levy Foundation (2014 – 2022); Trustee of Bragg Capital Trust (2022 – 2023).
- John P. Zader
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John P. Zader，2006年12月加入UMBFS，担任其首席执行官。他早前于2006年担任Jefferson Wells International的顾问；1988年至2006年间担任U.S. Bancorp Fund Services, LLC（一个共同基金和对冲基金服务提供商）的高级副总裁和首席财务官。
John P. Zader serves as Chief Executive Officer of UMBFS, which he joined in December 2006. He previously served as a consultant to Jefferson Wells International in 2006 and as Senior Vice President and Chief Financial Officer of U.S. Bancorp Fund Services, LLC a mutual- and hedge-fund service provider from 1988 to 2006. - John P. Zader，2006年12月加入UMBFS，担任其首席执行官。他早前于2006年担任Jefferson Wells International的顾问；1988年至2006年间担任U.S. Bancorp Fund Services, LLC（一个共同基金和对冲基金服务提供商）的高级副总裁和首席财务官。
- John P. Zader serves as Chief Executive Officer of UMBFS, which he joined in December 2006. He previously served as a consultant to Jefferson Wells International in 2006 and as Senior Vice President and Chief Financial Officer of U.S. Bancorp Fund Services, LLC a mutual- and hedge-fund service provider from 1988 to 2006.
高管简历
中英对照 | 中文 | 英文- Max Banhazl
Max Banhazl Mutual Fund Administration，LLC副总裁（2012 –至今）；以及Foothill Capital Management管理受托人、营销和销售受托人（2018 – 2022）。
Max Banhazl Vice President, Mutual Fund Administration, LLC (2012 – present); and Managing Trustee, Marketing and Sales Trustee, Foothill Capital Management (2018 – 2022).- Max Banhazl Mutual Fund Administration，LLC副总裁（2012 –至今）；以及Foothill Capital Management管理受托人、营销和销售受托人（2018 – 2022）。
- Max Banhazl Vice President, Mutual Fund Administration, LLC (2012 – present); and Managing Trustee, Marketing and Sales Trustee, Foothill Capital Management (2018 – 2022).
- Rita Dam
Rita Dam Co首席执行官（2016 –至今），Mutual Fund Administration，LLC副总裁（2006 – 2015年）；Investment Managers Series Trust财务主管兼助理秘书（2007 –至今）；Foothill Capital Management，LLC联合总裁，注册投资顾问（2018 – 2022年）。
Rita Dam Co Chief Executive Officer (2016 – present), and Vice President (2006 – 2015), Mutual Fund Administration, LLC; Treasurer and Assistant Secretary, Investment Managers Series Trust (2007 – present); and Co President, Foothill Capital Management, LLC, a registered investment advisor (2018 – 2022).- Rita Dam Co首席执行官（2016 –至今），Mutual Fund Administration，LLC副总裁（2006 – 2015年）；Investment Managers Series Trust财务主管兼助理秘书（2007 –至今）；Foothill Capital Management，LLC联合总裁，注册投资顾问（2018 – 2022年）。
- Rita Dam Co Chief Executive Officer (2016 – present), and Vice President (2006 – 2015), Mutual Fund Administration, LLC; Treasurer and Assistant Secretary, Investment Managers Series Trust (2007 – present); and Co President, Foothill Capital Management, LLC, a registered investment advisor (2018 – 2022).
- Diane J. Drake
Diane J. Drake Mutual Fund Administration，LLC高级法律顾问（2015 –至今）；Foothill Capital Management，LLC首席合规官，注册投资顾问（2018 – 2019年）。
Diane J. Drake Senior Counsel, Mutual Fund Administration, LLC (2015 – present); and Chief Compliance Officer, Foothill Capital Management, LLC, a registered investment advisor (2018 – 2019).- Diane J. Drake Mutual Fund Administration，LLC高级法律顾问（2015 –至今）；Foothill Capital Management，LLC首席合规官，注册投资顾问（2018 – 2019年）。
- Diane J. Drake Senior Counsel, Mutual Fund Administration, LLC (2015 – present); and Chief Compliance Officer, Foothill Capital Management, LLC, a registered investment advisor (2018 – 2019).
- Korey Bauer
Korey Bauer Mutual Fund Administration，LLC副总裁/业务发展（2022 –至今）；Foothill Capital Management首席投资官、管理受托人、投资组合经理（2018 – 2022）；AXS Investments，LLC投资组合经理（2020 – 2022）；Bauer Capital Management，LLC总裁、首席执行官和首席合规官（2014 – 2018）。
Korey Bauer Vice President/Business Development, Mutual Fund Administration, LLC (2022 – present); Chief Investment Officer, Managing Trustee, and Portfolio Manager of Foothill Capital Management (2018 – 2022); Portfolio Manager, AXS Investments, LLC (2020 – 2022); and President, Chief Executive Officer and Chief Compliance Officer of Bauer Capital Management, LLC (2014 – 2018).- Korey Bauer Mutual Fund Administration，LLC副总裁/业务发展（2022 –至今）；Foothill Capital Management首席投资官、管理受托人、投资组合经理（2018 – 2022）；AXS Investments，LLC投资组合经理（2020 – 2022）；Bauer Capital Management，LLC总裁、首席执行官和首席合规官（2014 – 2018）。
- Korey Bauer Vice President/Business Development, Mutual Fund Administration, LLC (2022 – present); Chief Investment Officer, Managing Trustee, and Portfolio Manager of Foothill Capital Management (2018 – 2022); Portfolio Manager, AXS Investments, LLC (2020 – 2022); and President, Chief Executive Officer and Chief Compliance Officer of Bauer Capital Management, LLC (2014 – 2018).
- Ryan Leggio
Ryan Leggio合伙人兼首席客户官，First Pacific Advisors，LP（2011 –至今），晨星信息共同基金分析师（2008 – 2011）；Clifford & Brown助理律师（2006 – 2008）。
Ryan Leggio Partner and Chief Client Officer, First Pacific Advisors, LP (2011 – present), Mutual Fund Analyst, Morningstar (2008 – 2011); and Associate Attorney, Clifford & Brown (2006 – 2008).- Ryan Leggio合伙人兼首席客户官，First Pacific Advisors，LP（2011 –至今），晨星信息共同基金分析师（2008 – 2011）；Clifford & Brown助理律师（2006 – 2008）。
- Ryan Leggio Partner and Chief Client Officer, First Pacific Advisors, LP (2011 – present), Mutual Fund Analyst, Morningstar (2008 – 2011); and Associate Attorney, Clifford & Brown (2006 – 2008).
- Martin Dziura
Martin Dziura Principal，Dziura Compliance Consulting，LLC（2014 –至今）；Cipperman Compliance Services管理受托人（2010 – 2014）；Hanlon Investment Management首席合规官（2009 – 2010）；摩根士丹利投资管理公司合规副总裁（2000 – 2009）。
Martin Dziura Principal, Dziura Compliance Consulting, LLC (2014 – present); Managing Trustee, Cipperman Compliance Services (2010 – 2014); Chief Compliance Officer, Hanlon Investment Management (2009 – 2010); and Vice President – Compliance, Morgan Stanley Investment Management (2000 – 2009).- Martin Dziura Principal，Dziura Compliance Consulting，LLC（2014 –至今）；Cipperman Compliance Services管理受托人（2010 – 2014）；Hanlon Investment Management首席合规官（2009 – 2010）；摩根士丹利投资管理公司合规副总裁（2000 – 2009）。
- Martin Dziura Principal, Dziura Compliance Consulting, LLC (2014 – present); Managing Trustee, Cipperman Compliance Services (2010 – 2014); Chief Compliance Officer, Hanlon Investment Management (2009 – 2010); and Vice President – Compliance, Morgan Stanley Investment Management (2000 – 2009).
- John P. Zader
John P. Zader，2006年12月加入UMBFS，担任其首席执行官。他早前于2006年担任Jefferson Wells International的顾问；1988年至2006年间担任U.S. Bancorp Fund Services, LLC（一个共同基金和对冲基金服务提供商）的高级副总裁和首席财务官。
John P. Zader serves as Chief Executive Officer of UMBFS, which he joined in December 2006. He previously served as a consultant to Jefferson Wells International in 2006 and as Senior Vice President and Chief Financial Officer of U.S. Bancorp Fund Services, LLC a mutual- and hedge-fund service provider from 1988 to 2006.- John P. Zader，2006年12月加入UMBFS，担任其首席执行官。他早前于2006年担任Jefferson Wells International的顾问；1988年至2006年间担任U.S. Bancorp Fund Services, LLC（一个共同基金和对冲基金服务提供商）的高级副总裁和首席财务官。
- John P. Zader serves as Chief Executive Officer of UMBFS, which he joined in December 2006. He previously served as a consultant to Jefferson Wells International in 2006 and as Senior Vice President and Chief Financial Officer of U.S. Bancorp Fund Services, LLC a mutual- and hedge-fund service provider from 1988 to 2006.