PRUDENT MAN ADVISORS, LLC of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 301973). Regulatory assets under management: $30.6B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ian Karsten Voermann | CHIEF FINANCIAL OFFICER | Denver, CO |
| Todd William Alton | CHIEF EXECUTIVE OFFICER | — |
| Donald Joseph Edwards | SOLE MEMBER; TRUSTEE | — |
| James O'Neill Davis | EXECUTIVE CHAIRMAN | — |
| Brandon Timothy Swensen | CHIEF INVESTMENT OFFICER | — |
| Othneil Stockwell Waud | CHIEF INVESTMENT OFFICER LGIPS | — |
| Shannon Margaret Seiferth | INTERIM CHIEF COMPLIANCE OFFICER/REGULATORY ATTORNEY | — |
| Jennifer Tomasz Welsh | CHIEF COMPLIANCE OFFICER | — |
| MORIUCHI TAKASHI BAYARD | MANAGING DIRECTOR | — |
| MENDEZ MICHAEL CASARES | MANAGING DIRECTOR | — |
| KANG DANNY ALLAN | MANAGING DIRECTOR | — |
| EDWARDS WALTER JOSEPH | SOLE MEMBER; TRUSTEE | — |
| RAGUS LORI ANN | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| ALTON TODD WILLIAM | CHIEF EXECUTIVE OFFICER | — |
| MARTENS JONATHAN RAY | FINANCIAL AND OPERATIONS PRINCIPAL | — |
| DAVIS JAMES O'NEILL | CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN | — |
| Ron Sharon | CHIEF INFORMATION SECURITY OFFICER | — |
| Brian Paul Sugrue | HEAD OF OPERATIONS & SYSTEMS | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ST. LOUIS PARK | MN | 14 | 612-509-2590 |
| DENVER | CO | 11 | 855-395-3954 |
| LANCASTER | PA | 9 | 866-548-8634 |
| MILWAUKEE | WI | 6 | 414-225-0099 |
| ORLANDO | FL | 5 | 844-220-7600 |
| ALBERTVILLE | MN | 4 | 763-497-1490 |
| PLEASANTON | CA | 3 | 925-872-1007 |
| WEST DES MOINES | IA | 3 | 515-453-8400 |
| ST. LOUIS | MO | 2 | 866-403-4638 |
| RICHARDSON | TX | 1 | 214-473-4224 |
| LINCOLN | NE | 1 | 800-890-9757 |
| HOPEWELL JUNCTION | NY | 0 | 914-301-4066 |
| CHAMBLEE | GA | 0 | 404-383-4319 |