MD Sass-Macquarie Financial Strategies Management Company LLC

MD Sass-Macquarie Financial Strategies Management Company LLC, a Delaware Limited Liability Company, is an investment advisory firm with 9 employees, out of which 3 are in advisory roles. Although the number of clients served is unknown, the firm maintains an SEC-approved status with a registration date of Jan 2, 2004.

• BOBBY LIU

  CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER owns less than 5%

• HUGH ROY LAMLE

  DIRECTOR owns less than 5%

• JENNY SEE MUN CHAN

  DIRECTOR owns less than 5%

• M.D. SASS FINANCIAL HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• MACQUARIE HOLDINGS (USA), INC.

  MEMBER owns more than 25% but less than 50%

• MARTIN DOUGLAS SASS

  CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR owns less than 5%

• RAUL NARCISO

  DIRECTOR owns less than 5%

• SAM HARRIS FRIEDMAN

  CHIEF FINANCIAL OFFICER owns less than 5%

• STEPHEN JON DARKE

  DIRECTOR owns less than 5%

• STEVEN ALAN SHENFELD

  DIRECTOR owns less than 5%

• WEATHERVANE CAPITAL PARTNERS, LLC

  MEMBER owns more than 10% but less than 25%

• M.D. SASS INVESTORS SERVICES, INC.

  MANAGING MEMBER

• MACQUARIE CORPORATE HOLDINGS PTY LIMITED

  OWNER owns 75% or more

• MACQUARIE CORPORATE INTERNATIONAL HOLDINGS PTY LIMITED

  OWNER owns 75% or more

• MACQUARIE EQUITIES (US) HOLDING PTY LIMITED

  OWNER owns 75% or more

• MACQUARIE FINANCIAL HOLDINGS PTY LIMITED

  OWNER owns 75% or more

• MACQUARIE GROUP (US) HOLDINGS NO.1 PTY LTD.

  OWNER owns 75% or more

• MACQUARIE GROUP LIMITED

  OWNER owns 75% or more

• M.D. SASS SECURITIES, L.L.C.
  United States

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