Gallagher Fiduciary Advisors LLC

Gallagher Fiduciary Advisors LLC is a successful Delaware-based Limited Liability Company with a team of dedicated advisors that represent more than half of its 41 employees. Serving a loyal customer base of 158 clients, the firm has been approved by the U.S. Securities and Exchange Commission since 2008, demonstrating its track record as a reliable and trustworthy financial services provider.

• AMY G MCCLARY

  VICE PRESIDENT - GLOBAL TAX owns less than 5%

• APRIL HANES-DOWD

  SECRETARY owns less than 5%

• DIANA FAY BUTTS

  VICE PRESIDENT owns less than 5%

• GALLAGHER BENEFIT SERVICES, INC.

  MEMBER owns 75% or more

• JACK HENRY LAZZARO

  TREASURER owns less than 5%

• JENNIFER RYDER

  ASSISTANT SECRETARY, VP & GENERAL COUNSEL owns less than 5%

• JEROME STEPHEN HANNER

  VICE PRESIDENT owns less than 5%

• JOHN JOSEPH CARAHER

  VP/CFO owns less than 5%

• MICHAEL WILLIAM JOHNSON

  VICE PRESIDENT AND AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC owns less than 5%

• NATALIE HOPE KOSSAK

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PAUL FRANCIS WASIKOWSKI

  VICE PRESIDENT -- CORPORATE STRATEGIES owns less than 5%

• RICHARD CARL CARY

  VICE PRESIDENT owns less than 5%

• WILLIAM F ZIEBELL

  PRESIDENT owns less than 5%

• ARTHUR J. GALLAGHER & CO.

  OWNER owns 75% or more

• Dream Capital Advisors LLC
• Cresset Asset Management LLC
• Arlington Capital Management Inc
• New England Research & Management Inc
• Monroe Capital Management Advisors LLC
• Frontier Partners Inc
• Hoyem Wealth Management LLC
• Capital Point Financial Group Ltd
• Spotlight Asset Group Inc
• IHT Wealth Management LLC

• The Shifting Sands of Investment: A Look at Gallagher Fiduciary Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison

• PG&E CORP $483,676k
• FIFTH THIRD BANCORP $152,350k
• CBRE GROUP INC $67,781k
• FRANKLIN RES INC $62,323k
• CLEVELAND CLIFFS INC $16,649k
• FINISAR CORP $10,480k
• Clear Channel Outdoor Holdings $1,922k