XPONANCE LLC

XPONANCE LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 111126). Regulatory assets under management: $24.3B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (34)

Showing 25 of 34 people.

NameRoleLocation
Cynthia Fryer SteerDIRECTORBolton, CT
EUGENIE GUTHRIE LOGUECHIEF FINANCIAL OFFICERWEST CONSHOHOCKEN, PA
Blair JohnsonEXECUTIVE VICE PRESIDENTVancouver, A1
Tina Byles WilliamsCEO & CIO/DIRECTOR; TRUSTEE
Mccullough Alphonso WilliamsPRESIDENT & COO/DIRECTOR
James UrbachTRUSTEE
Mildred O ForbesCHIEF COMPLIANCE OFFICER
Fred Glover ChoateDIRECTOR
Donna Anita JamesDIRECTOR
James Charles RheeDIRECTOR
Shelley SimmsCHIEF COMPLIANCE OFFICER & GENERAL COUNSELPhiladelphia, PA
GREEN ISAAC HUGHESDIRECTOR
BYLES WILLIAMS TINACEO & CIO; CEO & CIO/DIRECTOR; CEO & CIO/DIRECTOR (RELYING ADVISER CEO & CIO) (+2 more)
SWAN EDWARD MCCALLANPRESIDENT
SIMMS REED SHELLEYCCO & COO; CHIEF COMPLIANCE OFFICER & CLO; CHIEF COMPLIANCE OFFICER & COO (+3 more)
GRAVES ORIMSENIOR VICE PRESIDENT
JOHNSON LUCIOUS DIALLOSENIOR VICE PRESIDENT
POITEVIEN TINA BCEO & CIO; PRESIDENT & CEO
QUINN KEVIN JOHNSENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT & DEPUTY CIO
LOGUE EUGENIE GUTHRIECHIEF FINANCIAL OFFICER
KINNEY KURT NICHOLASSENIOR VICE PRESIDENT
KENYON ROGER FREDERICKDIRECTOR; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/DIRECTOR
YANG XIAOFANSENIOR VICE PRESIDENT
CHOATE FRED GLOVERDIRECTOR
WILLIAMS MCCULLOUGH ALPHONSOPRESIDENT & COO/DIRECTOR; PRESIDENT & COO/DIRECTOR (RELYING ADVISER COO)

Branch offices (1)

CityStateEmployeesPhone
DURHAMNC8919-688-8600

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