DYNAMIC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 151367). Regulatory assets under management: $5.6B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| James Richard Cannon | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Susan Mcchesney Cannon | TRUSTEE | — |
| Cherie Jean Jolly | CHIEF COMPLIANCE OFFICER | — |
| Steven Philip Kulesza | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| Konstantin Grigoryevich Etus | CHIEF INVESTMENT OFFICER | — |
| Justin Patrick | CHIEF TECHNOLOGY OFFICER | — |
| CANNON JAMES RICHARD | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| JOLLY CHERIE JEAN | CHIEF COMPLIANCE OFFICER | — |
| PALUMBO JAMES GERARD | CHIEF BUSINESS DEVELOPMENT OFFICER; CHIEF DEVELOPMENT OFFICER | — |
| MORNINGSTAR CRAIG PAUL | CHIEF OPERATING OFFICER | — |
| CANNON SUSAN MCCHESNEY | TRUSTEE | — |
| KULESZA STEVEN PHILIP | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| ETUS KONSTANTIN GRIGORYEVICH | CHIEF INVESTMENT OFFICER | — |
| PATRICK JUSTIN | CHIEF TECHNOLOGY OFFICER | — |
| Eric Glenn Draughon | CHIEF SERVICE OFFICER | — |