Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC, Chief Executive Officer (since 2016); Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Chief Financial Officer of Burford Capital Limited. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $384,809. |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee since January 2019, Senior Advisor to Burford Capital Limited, CEO of KielStrand Capital LLC, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee January 2019 2024 Burford Capital Limited Senior Advisor Chief Financial Officer KielStrand Capital LLC Chief Executive Officer Audit Committee Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Pricing Committee Total Trustee Compensation Paid by Trust and Fund Complex $407,500 |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee January 2019 2024 Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee January 2019 2024 Burford Capital Limited (finance and investment management), Senior Advisor (since 2021), Chief Financial Officer (2019 – 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | Mr. Kilman has substantial senior executive and investment banking management experience at firms within the investment management industry. |
| 2020-08-20 | Mr. Kilman is currently the Chief Financial Officer of Burford Capital Limited, a global finance and investment management firm focusing on the law, and the Chief Executive Officer of KielStrand Capital LLC, a family office merchant bank. |
| 2021-08-27 | Mr. Kilman has substantial senior executive and investment banking management experience at firms within the investment management industry. |
| 2022-08-26 | Mr. Kilman is currently a Senior Advisor to Burford Capital Limited, a global finance and investment management firm focusing on the law, and the Chief Executive Officer of KielStrand Capital LLC, a family office merchant bank that makes and manages investments and oversees philanthropic activities. Previously, Mr. Kilman served as the Chief Financial Officer of Burford Capital Limited. |
| 2023-08-30 | Mr. Kilman is currently a Senior Advisor to Burford Capital Limited, a global finance and investment management firm focusing on the law, and the Chief Executive Officer of KielStrand Capital LLC, a family office merchant bank that makes and manages investments and oversees philanthropic activities. Previously, Mr. Kilman served as the Chief Financial Officer of Burford Capital Limited. Mr. Kilman formerly was the Vice Chairman, Co-Head of Diversified Financials Coverage in the Financial Institutions Banking Group at Morgan Stanley & Co. |
| 2024-08-23 | Mr. Kilman has substantial senior executive and investment banking management experience at firms within the investment management industry. Mr. Kilman is currently a Senior Advisor to Burford Capital Limited, a global finance and investment management firm focusing on the law, and the Chief Executive Officer of KielStrand Capital LLC, a family office that makes and manages investments and oversees philanthropic activities. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC (family office and merchant bank), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Mr. Kilman has substantial senior executive and investment banking management experience at firms within the investment management industry. Mr. Kilman is currently the Chief Financial Officer of Burford Capital Limited, a global finance and investment management firm focusing on the law, and the Chief Executive Officer of KielStrand Capital LLC, a family office merchant bank that makes and manages investments and oversees philanthropic activities. Mr. Kilman formerly was the Vice Chairman, Co-Head of Diversified Financials Coverage in the Financial Institutions Banking Group at Morgan Stanley & Co. Prior to joining Morgan Stanley, Mr. Kilman was Managing Director in the Advisory Group within the Fixed Income Division's Mortgage Department at Goldman Sachs & Co. Mr. Kilman also held managerial and investment positions with ABN AMRO Inc. and PaineWebber Inc. |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee January 2019 2021 Burford Capital Limited, Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC, Chief Executive Officer (since 2016); Morgan Stanley & Co., Vice Chairman of Investment Banking. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Trustee Compensation Table shows total compensation of $399,311. |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee January 2019 2024 Senior Advisor at Burford Capital Limited; CEO of KielStrand Capital LLC Committees: Audit, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Pricing; Total Trustee Compensation Paid: $407,500 |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee. Independent Trustee. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Compensation: $424,000 total trustee compensation paid by Trust and MFS Fund Complex. |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee January 2019 2024 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $445,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC, Chief Executive Officer (since 2016); Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Chief Financial Officer of Burford Capital Limited. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $384,809. |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee January 2019 2021 Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee January 2019 Senior Advisor to Burford Capital Limited, Chief Executive Officer of KielStrand Capital LLC Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $407,500. |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee January 2019 2024 Burford Capital Limited (finance and investment management), Senior Advisor (since 2021), Chief Financial Officer (2019 – 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC (family office and merchant bank), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Burford Capital Limited, Chief Financial Officer (since 2019); Audit Committee, Pricing Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee member; Compensation $384,809 |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee Independent Trustee. Mr. Kilman has substantial senior executive and investment banking management experience at firms within the investment management industry. The Audit Committee consists only of Independent Trustees including Kilman. The Nomination and Compensation Committee consists only of Independent Trustees including Kilman. The Contracts Review Committee and Portfolio Trading and Marketing Review Committee consist of all Independent Trustees including Kilman. |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee since January 2019; Senior Advisor to Burford Capital Limited; CEO of KielStrand Capital LLC; substantial senior executive and investment banking management experience. |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee January 2019 2024 Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee January 2019 2024 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee Total Trustee Compensation Paid by Trust and MFS Fund Complex: $445,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC (family office and merchant bank), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) Interested Trustees receive no compensation from any Trust for their services as Trustees. |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Burford Capital Limited, Chief Financial Officer (since 2019). Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $384,809 |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee since January 2019, Senior Advisor to Burford Capital Limited, CEO of KielStrand Capital LLC, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee January 2019 Senior Advisor to Burford Capital Limited, Chief Executive Officer of KielStrand Capital LLC Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $407,500. |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee January 2019 2024 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee Compensation: $445,000 total annual compensation. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC (family office and merchant bank), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Burford Capital Limited (finance and investment management), Chief Financial Officer (since 2019); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee since January 2019, Senior Advisor to Burford Capital Limited, CEO of KielStrand Capital LLC, member of Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee January 2019 2024 Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); Chief Executive Officer (since 2016) Audit Committee Nomination and Compensation Committee Contracts Review Committee Portfolio Trading and Marketing Review Committee Pricing Committee Total Trustee Compensation Paid by Trust and Fund Complex $407,500 |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee, Senior Advisor to Burford Capital Limited, Chief Executive Officer of KielStrand Capital LLC, Compensation $424,000, Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee since January 2019; Senior Advisor at Burford Capital Limited; CEO of KielStrand Capital LLC; Committees: Compliance, Contracts Review, Nomination and Compensation, Portfolio Trading and Marketing Review, Pricing; Total Trustee Compensation Paid by Trust and MFS Fund Complex: $445,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC, Chief Executive Officer (since 2016); Audit Committee, Nomination and Compensation Committee, Contracts Review Committee, Portfolio Trading and Marketing Review Committee |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Chief Financial Officer of Burford Capital Limited. Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $384,809. |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee since January 2019, Senior Advisor to Burford Capital Limited, CEO of KielStrand Capital LLC, member of Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee since January 2019; Senior Advisor to Burford Capital Limited; serves on Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; total compensation $407,500. |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee January 2019 2024 Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee January 2019 2024 Private investor Committees: Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and MFS Fund Complex: $445,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-08-22 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 KielStrand Capital LLC (family office and merchant bank), Chief Executive Officer (since 2016); Morgan Stanley & Co. (financial services), Vice Chairman of Investment Banking, Co-Head of Diversified Financials Coverage - Financial Institutions Investment Banking Group (until 2016) |
| 2020-08-20 | James W. Kilman, Jr. (Age 59) Trustee January 2019 2021 Burford Capital Limited (finance and investment management), Chief Financial Officer (since 2019); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) Total Trustee Compensation Paid by Trust and Fund Complex $384,809 |
| 2021-08-27 | James W. Kilman, Jr. (age 60) Trustee Independent Trustee Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2022-08-26 | James W. Kilman, Jr. (age 61) Trustee January 2019 Senior Advisor to Burford Capital Limited; CEO of KielStrand Capital LLC Committees: Audit Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee. Total Trustee Compensation Paid by Trust and Fund Complex: $407,500. |
| 2023-08-30 | James W. Kilman, Jr. (age 62) Trustee January 2019 2024 Burford Capital Limited (finance and investment management), Senior Advisor (since May 3, 2021), Chief Financial Officer (2019 – May 2, 2021); KielStrand Capital LLC (family office), Chief Executive Officer (since 2016) |
| 2024-08-23 | James W. Kilman, Jr. (age 63) Trustee since January 2019; Senior Advisor and former CFO of Burford Capital Limited; CEO of KielStrand Capital LLC; serves on Compliance Committee, Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Pricing Committee; total compensation $445,000. |
Data sourced from SEC filings. Last updated: 2025-12-07