Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2019-06-28 | Retired (2012); Chair, Advisory Board Member Castle Oak Securities (2012-present); Chair, Investment Committee Member Executive Leadership Counsel (2006-present); Chair, Board Member South Carolina State University (2015-present); Graduate Executive Board Member Wharton School (2009-2016) |
| 2020-06-24 | Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity. |
| 2021-06-30 | Milton M. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity. |
| 2022-06-30 | Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity. |
| 2023-06-20 | Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools and as an investment committee member for a not-for-profit entity. |
| 2024-06-27 | Milton M. Irvin: Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity and has multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2019-06-28 | Retired (2012); Chair, Advisory Board Member Castle Oak Securities (2012-present); Chair, Investment Committee Member Executive Leadership Counsel (2006-present) |
| 2020-06-24 | Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity. |
| 2021-06-30 | Milton M. Irvin: Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity. |
| 2022-06-30 | Retired (2012); Chair, Advisory Board Member Castle Oak Securities (2012-present); Chair, Investment Committee Member Executive Leadership Council (2006-2020); Chair, Board Member South Carolina State University (2015-2020); Graduate Executive Board Member Wharton School (2009-2016) |
| 2023-06-20 | Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools and as an investment committee member for a not-for-profit entity. |
| 2024-06-27 | Milton M. Irvin: Mr. Irvin has extensive experience in the financial services industry. He has served as a board member for universities and graduate schools. Mr. Irvin has also served as an investment committee member for a not-for-profit entity and has multiple years of service as a Trustee of the Equity Fund and Director of the Growth Fund. |
Data sourced from SEC filings. Last updated: 2025-07-01