Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2013-04-10 | John H. Schaefer, age 61, was appointed to serve as a director in March 2013. He serves on Audit and Compensation committees effective April 2, 2013. |
| 2014-04-09 | John H. Schaefer was appointed to serve as a director in March 2013. Mr. Schaefer has over 30 years financial services experience including serving as a member of the management committee of Morgan Stanley from 1998 through 2005 and as President and Chief Operating Officer of the Global Wealth Management division of Morgan Stanley. Mr. Schaefer retired in February 2006 and from 2008 through 2012 served as a board member and chair of the audit committee of USI Holdings Corporation. Mr. Schaefer has a B.B.A. in Accounting from the University of Notre Dame and an M.B.A. from the Harvard Graduate School of Business. |
| 2015-04-09 | John H. Schaefer was elected in March 2013 to serve as a Director. Mr. Schaefer has over 30 years financial services experience including serving as a member of the management committee of Morgan Stanley from 1998 through 2005 and as President and Chief Operating Officer of the Global Wealth Management division of Morgan Stanley. |
| 2016-04-12 | John H. Schaefer Age 64 Former President and Chief Operating Officer Committees: Audit, Compensation, Risk Compensation: $254,500 |
| 2017-04-11 | John H. Schaefer, 65, Former President and Chief Operating Officer, Morgan Stanley Global Wealth Management, Independent, Committees: Audit, Compensation, Risk, Compensation paid: $257,000 |
| 2018-04-10 | John H. Schaefer, 66, Former President and Chief Operating Officer, Committees: Risk (Chair), Audit, Compensation. Director Compensation Table shows total compensation of $257,000. |
| 2019-04-09 | Mr. Schaefer has over 40 years of financial services experience. The table below summarizes the compensation paid by the Company to the Non-Executive Directors for the fiscal year ended December 31, 2018. John H. Schaefer received total compensation of $269,000. |
| 2020-04-08 | John H. Schaefer, 68, Former President and Chief Operating Officer Morgan Stanley Global Wealth Management, Independent, Committees: Risk (Chair), Audit, Compensation, Compensation: $285,000 |
| 2021-04-07 | John H. Schaefer, 69, Former President and Chief Operating Officer Morgan Stanley Global Wealth Management, Independent Director, Committees: Risk (Chair), Audit, MDC, Compensation: $300,000 |
| 2022-04-06 | John H. Schaefer 70 Former President and Chief Operating Officer Morgan Stanley Global Wealth Management Yes Risk Audit MDC Mr. Schaefer has over 40 years of financial services experience including serving as a member of the management committee of Morgan Stanley. |
| 2023-04-05 | John H. Schaefer, 71, Former President and Chief Operating Officer, Morgan Stanley Global Wealth Management, Independent, Committees: Audit, MDC, Risk, Compensation: $285,000 |
| 2024-04-04 | John H. Schaefer - Independent Director since 2013. Committees: Audit, Management Development and Compensation. Compensation: $282,500. |
Data sourced from SEC filings. Last updated: 2026-03-05