RNC CAPITAL MANAGEMENT LLC

HTTP://RNCGENTER.COM LOS ANGELES, CA Investment Advisor How do I update this listing?

RNC Capital Management is based out of Los Angeles. RNC Capital Management is a large advisory firm with 3735 clients and discretionary assets under management (AUM) of $3,602,578,005 (Form ADV from 2019-07-24). Their last reported 13F filing for Q4 2019 included $1,584,142,000 in managed 13F securities and a top 10 holdings concentration of 34.39%. RNC Capital Management's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 457,280. Whalewisdom has at least 77 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $1.584 Billion
  • Prior Market Value $1.439 Billion
  • New Purchases156 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 34.39 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.66%
Performance Last 4 Quarters: -3.86%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RNC GENTER CAPITAL MANAGEMENT
11601 WILSHIRE BLVD., 25TH FLOOR
LOS ANGELES CA    90025-1770
Country: United States

Business Phone: 310-477-6543
Fax: 310-479-2901
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 67
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,ONE TIME INITIAL SET-UP FEE OF $250
Amount of client funds and securities: 181,808,000
Total Number of Clients: 3735
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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RNC CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-07-24
Name Title Start Date Direct/Indirect % Ownership
GENTER CAPITAL LLC OWNER MEMBER 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC OWNER MEMBER direct 1998-03-01
GENTER ADVISORS LLC OWNER/MEMBER direct 2001-06-01
GENTER, DANIEL, JOHN PRESIDENT/CEO/CIO 04/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO/CIO direct 1992-04-01
GENTER ADVISORS LLC MEMBER/MANAGER indirect 1998-03-01
RNC CAPITAL MANAGEMENT LLC MEMBER/MANAGER indirect 1998-03-01
GENTER ADVISORS LLC PRESIDENT/CEO/CIO direct 2001-06-01
GENTER CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 1992-04-01 2004-06-16
GUTIERREZ, MANUEL, AGA SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER direct 1998-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER direct 2001-06-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO direct 1998-04-01 2004-06-16
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO/CCO direct 2001-06-01 2006-03-27
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO/CCO direct 1998-04-01 2006-03-28
MARSHALL, JOHN, GEORGE SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 1994-04-01 2004-06-16
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 1994-04-01 2005-05-18
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2001-06-01 2005-05-18
BRADASICH, STEPHAN, MARK SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME direct 1998-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME direct 2001-06-01
DEMSHKI, TIMOTHY, JUDSON SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC FIRST VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2001-03-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION direct 2003-03-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2003-03-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION direct 2003-06-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2003-06-01
BARBER, JAMES, LAURANCE SR. VICE PRESIDENT/DIRECTOR OF EQUITY 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLAIR WILLIAM MEZZANINE CAPITAL MANAGEMENT LP GENERAL PARTNER direct 1992-10-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT-DIRECTOR OF EQUITY direct 2005-01-01
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 1996-01-01 2002-01-07
PESCHERINE, DAVID, WILLIAM SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH direct 2011-07-01
GENTER ADVISORS LLC SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH direct 2011-07-01
ELLIOTT, BRIAN, LAWRENCE SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION direct 2012-01-01
GENTER ADVISORS LLC SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION direct 2012-01-01
HALL, ALEXANDER, JOSEPH SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME direct 2016-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME direct 2016-04-01
PYTLEWSKI, BRIAN, JOHN SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME direct 2016-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME direct 2016-04-01
BARRY, JOHN FIRST VICE PRESIDENT - OPERATIONS 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC FIRST VICE PRESIDENT - OPERATIONS direct 2017-07-01
GENTER ADVISORS LLC FIRST VICE PRESIDENT-OPERATIONS direct 2017-07-01
GENTER, DANIEL, JOHN MEMBER/MANAGER GENTER CAPITAL LLC 03/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO/CIO direct 1992-04-01
GENTER ADVISORS LLC MEMBER/MANAGER indirect 1998-03-01
RNC CAPITAL MANAGEMENT LLC MEMBER/MANAGER indirect 1998-03-01
GENTER ADVISORS LLC PRESIDENT/CEO/CIO direct 2001-06-01
GENTER CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 1992-04-01 2004-06-16

RNC CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
GENTER CAPITAL LLC OWNER MEMBER 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC OWNER MEMBER direct 1998-03-01
GENTER ADVISORS LLC OWNER/MEMBER direct 2001-06-01
GENTER, DANIEL, JOHN PRESIDENT/CEO/CIO 04/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO/CIO direct 1992-04-01
GENTER ADVISORS LLC MEMBER/MANAGER indirect 1998-03-01
RNC CAPITAL MANAGEMENT LLC MEMBER/MANAGER indirect 1998-03-01
GENTER ADVISORS LLC PRESIDENT/CEO/CIO direct 2001-06-01
GENTER CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 1992-04-01 2004-06-16
GUTIERREZ, MANUEL, AGA SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER direct 1998-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER direct 2001-06-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO direct 1998-04-01 2004-06-16
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO/CCO direct 2001-06-01 2006-03-27
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO/CCO direct 1998-04-01 2006-03-28
MARSHALL, JOHN, GEORGE SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 1994-04-01 2004-06-16
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 1994-04-01 2005-05-18
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2001-06-01 2005-05-18
BRADASICH, STEPHAN, MARK SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME direct 1998-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME direct 2001-06-01
DEMSHKI, TIMOTHY, JUDSON SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC FIRST VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2001-03-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION direct 2003-03-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2003-03-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION direct 2003-06-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2003-06-01
BARBER, JAMES, LAURANCE SR. VICE PRESIDENT/DIRECTOR OF EQUITY 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLAIR WILLIAM MEZZANINE CAPITAL MANAGEMENT LP GENERAL PARTNER direct 1992-10-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT-DIRECTOR OF EQUITY direct 2005-01-01
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 1996-01-01 2002-01-07
PESCHERINE, DAVID, WILLIAM SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH direct 2011-07-01
GENTER ADVISORS LLC SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH direct 2011-07-01
ELLIOTT, BRIAN, LAWRENCE SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION direct 2012-01-01
GENTER ADVISORS LLC SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION direct 2012-01-01
HALL, ALEXANDER, JOSEPH SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME direct 2016-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME direct 2016-04-01
PYTLEWSKI, BRIAN, JOHN SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME direct 2016-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME direct 2016-04-01
BARRY, JOHN FIRST VICE PRESIDENT - OPERATIONS 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC FIRST VICE PRESIDENT - OPERATIONS direct 2017-07-01
GENTER ADVISORS LLC FIRST VICE PRESIDENT-OPERATIONS direct 2017-07-01
GENTER, DANIEL, JOHN MEMBER/MANAGER GENTER CAPITAL LLC 03/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO/CIO direct 1992-04-01
GENTER ADVISORS LLC MEMBER/MANAGER indirect 1998-03-01
RNC CAPITAL MANAGEMENT LLC MEMBER/MANAGER indirect 1998-03-01
GENTER ADVISORS LLC PRESIDENT/CEO/CIO direct 2001-06-01
GENTER CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 1992-04-01 2004-06-16

RNC CAPITAL MANAGEMENT LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
GENTER CAPITAL LLC OWNER MEMBER 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC OWNER MEMBER direct 1998-03-01
GENTER ADVISORS LLC OWNER/MEMBER direct 2001-06-01
GENTER, DANIEL, JOHN PRESIDENT/CEO/CIO 04/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO/CIO direct 1992-04-01
GENTER ADVISORS LLC MEMBER/MANAGER indirect 1998-03-01
RNC CAPITAL MANAGEMENT LLC MEMBER/MANAGER indirect 1998-03-01
GENTER ADVISORS LLC PRESIDENT/CEO/CIO direct 2001-06-01
GENTER CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 1992-04-01 2004-06-16
GUTIERREZ, MANUEL, AGA SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER direct 1998-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER direct 2001-06-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO direct 1998-04-01 2004-06-16
GENTER ADVISORS LLC SR. VICE PRESIDENT/CFO/CCO direct 2001-06-01 2006-03-27
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/CFO/CCO direct 1998-04-01 2006-03-28
MARSHALL, JOHN, GEORGE SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 1994-04-01 2004-06-16
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 1994-04-01 2005-05-18
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY PORTFOLIO MANAGEMENT direct 2001-06-01 2005-05-18
BRADASICH, STEPHAN, MARK SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME direct 1998-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF FIXED INCOME direct 2001-06-01
DEMSHKI, TIMOTHY, JUDSON SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC FIRST VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2001-03-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION direct 2003-03-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2003-03-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF PRIVATE CLIENT DIVISION direct 2003-06-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF NATIONAL ACCOUNTS direct 2003-06-01
BARBER, JAMES, LAURANCE SR. VICE PRESIDENT/DIRECTOR OF EQUITY 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLAIR WILLIAM MEZZANINE CAPITAL MANAGEMENT LP GENERAL PARTNER direct 1992-10-01
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF EQUITY direct 2005-01-01
GENTER ADVISORS LLC SR. VICE PRESIDENT-DIRECTOR OF EQUITY direct 2005-01-01
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 1996-01-01 2002-01-07
NELSON, KATHY, SUE FIRST VICE PRESIDENT - OPERATIONS 04/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC VICE PRESIDENT - OPERATIONS direct 2004-10-01
RNC CAPITAL MANAGEMENT LLC FIRST VICE PRESIDENT - OPERATIONS direct 2007-04-01
GENTER ADVISORS LLC VICE PRESIDENT-OPERATIONS direct 2004-10-01
GENTER ADVISORS LLC FIRST VICE PRESIDENT-OPERATIONS direct 2007-04-01
PESCHERINE, DAVID, WILLIAM SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH direct 2011-07-01
GENTER ADVISORS LLC SENIOR VICE PRESIDENT/DIRECTOR OF EQUITY RESEARCH direct 2011-07-01
ELLIOTT, BRIAN, LAWRENCE SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION direct 2012-01-01
GENTER ADVISORS LLC SENIOR VICE PRESIDENT/DIRECTOR OF INSTITUTIONAL DIVISION direct 2012-01-01
HALL, ALEXANDER, JOSEPH SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME direct 2016-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF TAXABLE FIXED INCOME direct 2016-04-01
PYTLEWSKI, BRIAN, JOHN SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME direct 2016-04-01
GENTER ADVISORS LLC SR. VICE PRESIDENT/DIRECTOR OF MUNICIPAL FIXED INCOME direct 2016-04-01
GENTER, DANIEL, JOHN MEMBER/MANAGER GENTER CAPITAL LLC 03/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO/CIO direct 1992-04-01
GENTER ADVISORS LLC MEMBER/MANAGER indirect 1998-03-01
RNC CAPITAL MANAGEMENT LLC MEMBER/MANAGER indirect 1998-03-01
GENTER ADVISORS LLC PRESIDENT/CEO/CIO direct 2001-06-01
GENTER CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 2001-06-01 2004-03-30
RNC CAPITAL MANAGEMENT LLC PRESIDENT/CEO direct 1992-04-01 2004-06-16

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