Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2023-04-17 | Maureen Quill 1963Director 2023 President, Investment Managers Series Trust (since June 2014); EVP/Executive Director Registered Funds (January 2018-present), Chief Operating Officer (June 2014-January 2018), and Executive Vice President (January 2007-June 2014), UMB Fund Services, Inc.; President, UMB Distribution Services (March 2013-December 2020); Vice President, Investment Managers Series Trust (December 2013-June 2014). 7 Investment Managers Series Trust (since 2019) Ms. Quill is an "interested person" within the meaning of the 1940 Act by virtue of her affiliation with UMB Fund Services, Inc. The Board has designated Ms. Brown and Messrs. Lipson, Osborne, and Goldrich as the current members of the Audit Committee of the Board. If elected by shareholders of the Company to serve as an Independent Director, Mr. Zader will become a member of the Board's Audit Committee. The Board has designated Ms. Brown and Messrs. Lipson, Osborne, and Goldrich as the current members of the Nominating and Governance Committee. |
| 2024-04-19 | Maureen Quill, 1963, Director, President, Investment Managers Series Trust III (formerly FPA Funds Trust) (since July 2023); President, Source Capital, Inc. (since July 2023); President, Investment Managers Series Trust (since June 2014); EVP/Executive Director Registered Funds (January 2018 – present), Chief Operating Officer (June 2014 – January 2018), and Executive Vice President (January 2007 – June 2014), UMB Fund Services, Inc.; President, UMB Distribution Services (March 2013 – December 2020); and Vice President, Investment Managers Series Trust (2013 – 2014). No compensation is paid by the Company to any officer or Director who is a director, officer or employee of the Adviser or its affiliates. Maureen Quill received $0 in aggregate compensation from the Company for the fiscal year ended December 31, 2023. |
| 2025-04-07 | Principal Occupation During the Past Five Years: President, Investment Managers Series Trust III (since July 2023); President, Source Capital (since July 2023); President, Investment Managers Series Trust (since June 2014); EVP/Executive Trustee Registered Funds (January 2018 – present), Chief Operating Officer (June 2014 – January 2018), and Executive Vice President (January 2007 – June 2014), UMB Fund Services, Inc.; President, UMB Distribution Services (March 2013 – December 2020); and Vice President, Investment Managers Series Trust (2013 – 2014). |
Data sourced from SEC filings. Last updated: 2025-07-01