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 | — |