Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2015-06-04 | Director, Bank of America/US Trust Company; Trustee, Jones Lang LaSalle Income Property Trust; Director, UBS A&Q Fund Complex; Partner, Chelsea Partners (advisory services); General Partner, Sienna Ventures and Blue Rock Capital (venture capital funds) |
| 2016-05-10 | Trustee, Neuberger, Berman Fund Complex (since 2015); Trustee, Jones Lang LaSalle Income Property Trust (since 2004); Director, UBS A&Q Fund Complex (since 2008); Partner, Chelsea Partners (since 2011) (advisory services); Director, Bank of America/US Trust Fund Complex (until 2015); General Partner, Sienna Ventures (until 2011); General Partner, Blue Rock Capital (until 2011) (venture capital fund) |
| 2017-05-04 | More than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2018-05-14 | More than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2019-05-24 | Private investor; Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (since 2015); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (since 2004); Director, UBS A&Q Fund Complex (since 2008); Director Bank of America/US Trust Company (until 2015); Director of Modus Link Global Solutions, Inc. (until 2013); more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2020-05-14 | Private investor; Director, Paylocity Holding Corporation; Trustee of various funds and trusts; more than 25 years of experience in financial services; earned a Masters of Business Administration degree |
| 2021-05-12 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (since 2015); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008); Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2022-05-11 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (since 2015); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (since 2004); Director, UBS A&Q Fund Complex (since 2008); Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2023-05-08 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015)****; Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008)***** |
| 2024-05-14 | Private investor; Trustee, UBS NY Fund Cluster (open-end funds) (since 2023); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (2004-2023); Director, Tech and Energy Transition Corporation (blank check company) (2021-2023) |
| Filing Date | Source Excerpt |
|---|---|
| 2015-06-04 | Director, Bank of America/US Trust Company; Trustee, Jones Lang LaSalle Income Property Trust; Director, UBS A&Q Fund Complex; Partner, Chelsea Partners (advisory services); General Partner, Sienna Ventures; General Partner, Blue Rock Capital (venture capital fund) |
| 2016-05-10 | Trustee, Neuberger, Berman Fund Complex; Trustee, Jones Lang LaSalle Income Property Trust; Director, UBS A&Q Fund Complex; Partner, Chelsea Partners (advisory services); Director, Bank of America/US Trust Fund Complex; General Partner, Sienna Ventures; General Partner, Blue Rock Capital (venture capital fund). |
| 2017-05-04 | Private Investor; Trustee, Neuberger, Berman Fund Complex (since 2015); Trustee, Jones Lang LaSalle Income Property Trust (since 2004); Director, UBS A&Q Fund Complex (since 2008); Director, Bank of America/US Trust Fund Complex (until 2015); Director of Modus Link Global Solutions, Inc. (until 2013); and earned a Masters of Business Administration degree |
| 2018-05-14 | Private Investor; Trustee, Neuberger, Berman Private Equity Registered Funds (since 2015); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (since 2004); Director, UBS A&Q Fund Complex (since 2008); Director Bank of America/US Trust Company (until 2015); Director of Modus Link Global Solutions, Inc. (until 2013); More than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2019-05-24 | Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2020-05-14 | Private investor; Director, Paylocity Holding Corporation; Trustee, Neuberger Berman Private Equity Registered Funds; Trustee, Jones Lang LaSalle Income Property Trust; Director, UBS A&Q Fund Complex; earned a Masters of Business Administration degree. |
| 2021-05-12 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015)***; Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008)****; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2022-05-11 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015)**; Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008)***; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2023-05-08 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015)****; Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008)***** |
| 2024-05-14 | Private investor; Trustee, UBS NY Fund Cluster (open-end funds) (since 2023); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (2004-2023); Director, Tech and Energy Transition Corporation (blank check company) (2021-2023) |
| Filing Date | Source Excerpt |
|---|---|
| 2015-06-04 | Director, Bank of America/US Trust Company (since 2002); Trustee, Jones Lang LaSalle Income Property Trust (since 2004); Director, UBS A&Q Fund Complex (since 2008)**; Partner, Chelsea Partners (since 2011) (advisory services); General Partner, Sienna Ventures (until 2011); General Partner, Blue Rock Capital (until 2011) (venture capital fund) |
| 2016-05-10 | Trustee, Neuberger, Berman Fund Complex; Trustee, Jones Lang LaSalle Income Property Trust; Partner, Chelsea Partners (advisory services); Director, Bank of America/US Trust Fund Complex. |
| 2017-05-04 | More than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2018-05-14 | More than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2021-05-12 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (since 2015); Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008); Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2022-05-11 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015)**; Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008)***; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
| 2023-05-08 | Private investor; Director, Tech and Energy Transition Corporation (blank check company) (since 2021); Director, Paylocity Holding Corporation (since 2018); Trustee, Neuberger Berman Private Equity Registered Funds (registered private equity funds) (since 2015)****; Trustee, Jones Lang LaSalle Income Property Trust, Inc. (REIT) (since 2004); Director, UBS A&Q Fund Complex (closed-end funds) (since 2008)***** |
| 2024-05-14 | Private investor; Trustee, UBS NY Fund Cluster; Director, Paylocity Holding Corporation; Trustee, Neuberger Berman Private Equity Registered Funds; Director, UBS A&Q Fund Complex; Trustee, Jones Lang LaSalle Income Property Trust; Director, Tech and Energy Transition Corporation; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree |
Data sourced from SEC filings. Last updated: 2026-02-03