ORG Portfolio Management LLC

ORG Portfolio Management LLC, legally known as ORG PORTFOLIO MANAGEMENT LLC, is an Ohio-based investment firm with a team of 16 professionals, including 8 advisors. While it is unknown how many clients the firm currently serves, it has been approved by the U.S. Securities and Exchange Commission since Feb 20, 2004, demonstrating a track record of reliability and credibility in providing its services.

• BARBARA JEAN MCDOWELL

  CHIEF COMPLIANCE OFFICER owns less than 5%

• EDWARD BRIAN SCHWARTZ

  MEMBER AND PRINCIPAL owns more than 25% but less than 50%

• JONATHAN BRIAN BERNS

  MEMBER AND PRINCIPAL owns more than 25% but less than 50%

• ORG PORTFOLIO INC.

  MEMBER owns more than 10% but less than 25%

• EDWARD BRIAN SCHWARTZ

  PRESIDENT & SHAREHOLDER owns more than 50% but less than 75%

• JONATHAN BRIAN BERNS

  VICE PRESIDENT & SHAREHOLDER owns more than 50% but less than 75%

• KEY BANK, NATIONAL ASSOCIATION
  United States

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