Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2008-12-29 | Kinchen C. Bizzell – 54 Senior Counselor with Burson-Marsteller (global public relations and communications firm) (since 2004)... Audit Committee is comprised entirely of independent trustees (Mr. Bizzell, Dr. Bogan and Mr. Harding, with Dr. Bogan serving as Chairperson)... The following table shows the compensation... Kinchen C. Bizzell $7,500 From Trust, $22,625 Total from Fund Complex. |
| 2009-12-31 | Kinchen C. Bizzell 6 55 Trustee Since 2008 Senior Counselor with Burson-Marsteller (since 2004). Chartered Financial Analyst. Member of Audit Committee. Compensation from Trust: $18,500. |
| 2010-12-30 | Kinchen C. Bizzell, age 56, has been Senior Counselor with Burson-Marsteller... Mr. Bizzell serves on the Audit Committee and Pricing Committee... Total Compensation From Fund Complex $39,000. |
| 2011-12-30 | Kinchen C. Bizzell, age 57, has been Senior Counselor with Burson-Marsteller, a global public relations and communications firm, since 2004. Mr. Bizzell is a trustee of Ellsworth Fund. Mr. Bizzell serves on the Audit Committee and Pricing Committee. Aggregate Compensation From Trust: $20,500. |
| 2012-12-31 | Kinchen C. Bizzell, age 58, has been Senior Counselor with Burson-Marsteller, a global public relations and communications firm, since 2004. Previously, Mr. Bizzell was Managing Director in Burson-Marsteller’s corporate and financial practice. He also provides compliance and corporate finance consulting services to Point Capital Markets, a securities broker-dealer. Mr. Bizzell is a CFA charterholder and is a member of the New York State Bar. He received a B.A. degree from North Carolina State University, a J.D. degree from Duke University, and holds numerous securities licenses from the Financial Industry Regulatory Authority (FINRA). Mr. Bizzell is a trustee of Ellsworth Fund. As an attorney, CFA charterholder and FINRA licensee, Mr. Bizzell brings extensive legal and financial expertise and oversight skills to the Board. He has significant experience providing investor relations consulting services and analyzing financial statements. His insight and financial understanding have been of great benefit to the Board. Mr. Bizzell serves on the Audit Committee and Pricing Committee. Aggregate Compensation From Trust: $19,500. |
| 2013-12-30 | Kinchen C. Bizzell, age 59, is a Managing Director of CAVU Securities. ... Mr. Bizzell serves on the Audit Committee and Pricing Committee. ... Compensation: $20,500 from Trust. |
| 2014-12-29 | Kinchen C. Bizzell, age 60, is a Managing Director of CAVU Securities, a New York institutional securities broker-dealer. Mr. Bizzell is a CFA charterholder and is a member of the New York State Bar. Mr. Bizzell serves on the Audit Committee and Pricing Committee. Total Compensation From Fund Complex: $41,000. |
| 2015-09-14 | Kinchen C. Bizzell is a Managing Director of CAVU Securities, a New York institutional securities broker-dealer. ... Mr. Bizzell serves on the Audit Committees and Pricing Committees. |
| 2016-03-29 | Kinchen C. Bizzell, CFA. Mr. Bizzell is a Managing Director of CAVU Securities, a New York institutional securities broker-dealer. ... Mr. Bizzell serves on the Fund’s Audit Committee and also serves in the same capacity for another fund in the Fund Complex. ... The Fund pays each Independent Trustee an annual retainer of $8,500 plus $1,000 for each Board meeting attended. Each Trustee then serving in such capacity attended at least 75% of the meetings of Trustees and of any Committee of which he is a member. ... Aggregate Compensation from the Fund and Fund Complex for Kinchen C. Bizzell is $36,250 plus $20,000 from the Fund. |
| 2017-04-03 | Kinchen C. Bizzell Trustee Age: 62 Since 2008* Private Investor; Managing Director of CAVU Securities (securities broker-dealer) (2013-2016); Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications) ... Mr. Bizzell serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. ... Kinchen C. Bizzell Trustee $ 14,000 $ 27,500 (2) |
| 2018-03-28 | Kinchen C. Bizzell is a private investor. He was a Managing Director of CAVU Securities. Mr. Bizzell serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. |
| 2019-03-29 | Kinchen C. Bizzell is a private investor. He was a Managing Director of CAVU Securities, a New York institutional securities broker-dealer, from 2013 until 2016. Mr. Bizzell serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. |
| 2020-03-26 | Kinchen C. Bizzell Trustee Age: 65 Since 2008* Private Investor; Managing Directorof CAVU Securities (securities broker-dealer) (2013-2016);Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications) Mr. Bizzell serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. |
| 2021-03-29 | Kinchen C. Bizzell is Managing Director of Drexel Hamilton, a securities broker-dealer. He serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. Mr. Bizzell is a member of the New York State Bar. |
| 2022-03-24 | Kinchen C. Bizzell, CFA. Mr. Bizzell is Managing Director of Drexel Hamilton (securities broker-dealer); Private Investor (2017-2020); Managing Director of CAVU Securities (securities broker-dealer) (2013-2016); Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications). Mr. Bizzell serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. |
| 2023-04-05 | Kinchen C. Bizzell Trustee 1954 Since 2008* Managing Director of Drexel Hamilton (securities broker-dealer); Private Investor (2017-2020); Managing Director of CAVU Securities (securities broker-dealer) (2013-2016); Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications) Mr. Bizzell serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. Compensation Table: Kinchen C. Bizzell $13,000 $28,000 |
| 2024-03-21 | Kinchen C. Bizzell is Managing Director of Drexel Hamilton, a securities broker-dealer. He serves on the Fund’s Audit Committee and in the same capacity for another fund in the Fund Complex. |
| 2025-03-20 | Managing Director of Drexel Hamilton (securities broker-dealer); Private Investor. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-11-26 | Senior Counselor with Burson-Marsteller (global public relations and communications firm) (since 2004). Previously Managing Director in Burson-Marsteller’s corporate and financial practice. He is a Chartered Financial Analyst and a member of the New York State Bar. Mr. Bizzell received a B.A. degree from North Carolina State University and a J.D. degree from Duke University. |
| 2009-11-30 | Mr. Bizzell received a B.A. degree from North Carolina State University and a J.D. degree from Duke University. |
| 2010-11-29 | Kinchen C. Bizzell, age 56, has been Senior Counselor with Burson-Marsteller, a global public relations and communications firm, since 2004. Previously, Mr. Bizzell was Managing Director in Burson-Marsteller's corporate and financial practice. Mr. Bizzell is a CFA charterholder and is a member of the New York State Bar. |
| 2011-11-30 | Mr. Bizzell is a CFA charterholder and is a member of the New York State Bar. He received a B.A. degree from North Carolina State University, a J.D. degree from Duke University, and holds nine securities licenses from the Financial Industry Regulatory Authority (FINRA). |
| 2012-11-29 | He received a B.A. degree from North Carolina State University, a J.D. degree from Duke University, and holds numerous securities licenses from the Financial Industry Regulatory Authority (FINRA). |
| 2013-11-27 | Kinchen C. Bizzell, age 59, is a Managing Director of CAVU Securities, an institutional securities broker-dealer. He received a B.A. degree from North Carolina State University, a J.D. degree from Duke University, and holds numerous securities licenses from FINRA. |
| 2014-12-29 | Mr. Bizzell is a CFA charterholder and is a member of the New York State Bar. He received a B.A. degree from North Carolina State University, a J.D. degree from Duke University, and holds numerous securities licenses from FINRA. |
| 2015-09-14 | Kinchen C. Bizzell is a Managing Director of CAVU Securities, a New York institutional securities broker-dealer. He is a CFA charterholder and a member of the New York State Bar. He holds twelve securities licenses from FINRA, including Research Analyst and Principal registrations. He received a B.A. degree from North Carolina State University, and a J.D. degree from Duke University. |
| 2016-03-29 | He started his career as a lawyer and was a partner in the New York law firm of Mendes & Mount, counsel to Lloyd’s of London and British insurers. Mr. Bizzell is a member of the New York State Bar. |
| 2017-04-03 | Private Investor; Managing Director of CAVU Securities (securities broker-dealer); Compliance Officer; Financial Institution Group Investment Banker; former lawyer and partner in law firm. |
| 2018-03-28 | Private Investor; Managing Director of CAVU Securities (securities broker-dealer); Compliance Officer; Financial Institution Group Investment Banker; lawyer with Juris Doctor degree. |
| 2019-03-29 | Private Investor; Managing Director of CAVU Securities (securities broker-dealer); Compliance Officer; Financial Institution Group Investment Banker; Juris Doctor degree from Duke University |
| 2020-03-26 | Mr. Bizzell received his Bachelor’s degree from North Carolina State University and Juris Doctor degree from Duke University. |
| 2021-03-29 | Managing Director of Drexel Hamilton (securities broker-dealer); holds securities licenses; Juris Doctor degree. |
| 2022-03-24 | Managing Director of Drexel Hamilton; former Compliance Officer and Investment Banker; Juris Doctor degree; no technical or programming background mentioned. |
| 2023-04-05 | Managing Director of Drexel Hamilton (securities broker-dealer); Private Investor (2017-2020); Managing Director of CAVU Securities (securities broker-dealer) (2013-2016); Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications); started career as a lawyer and was a partner in the New York law firm of Mendes & Mount |
| 2024-03-21 | Managing Director of Drexel Hamilton (securities broker-dealer); Private Investor (2017-2020); Managing Director of CAVU Securities (securities broker-dealer) (2013-2016); Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications) |
| 2025-03-20 | Managing Director of Drexel Hamilton (securities broker-dealer); Private Investor (2017-2020); Managing Director of CAVU Securities (securities broker-dealer) (2013-2016); Investor Relations Managing Director (1998-2013) and Senior Counselor (after 2013) at Burson-Marsteller (global public relations and communications) |
Data sourced from SEC filings. Last updated: 2025-07-01