WCM Investment Management LLC

WCM Investment Management LLC is a registered investment adviser that has been providing reliable financial advice for more than four decades. With 52 employees, 25 of which serve in advisory roles, the firm serves 26 clients in ensuring that their investment portfolios are maximized. As an SEC-approved company, WCM INVESTMENT MANAGEMENT, LLC is committed to upholding the highest standards of integrity and professionalism in their service delivery.

• DAVID ANDREW BREWER

  CHIEF COMPLIANCE OFFICER, SENIOR VP owns less than 5%

• KURT RANDAL WINRICH

  CHAIRMAN/CO-CEO owns less than 5%

• MIKE BRADY TRIGG

  SENIOR VP, PORTFOLIO MANAGER owns less than 5%

• NATIXIS INVESTMENT MANAGERS, L.P.

  LIMITED PARTNER OF REGISTRANT owns more than 10% but less than 25%

• PAUL RUSSELL BLACK

  PRESIDENT/CO-CEO owns less than 5%

• SLOANE WALLER PAYNE

  CHIEF OPERATIONS OFFICER, SENIOR VP owns less than 5%

• THALIA STREET PARTNERS LLC

  MEMBER owns 75% or more

• BPCE

  SHAREHOLDER owns more than 50% but less than 75%

• KURT RANDAL WINRICH

  MEMBER, ELECTED MANAGER owns more than 25% but less than 50%

• MIKE BRADY TRIGG

  ELECTED MANAGER

• NATIXIS

  SHAREHOLDER owns 75% or more

• NATIXIS INVESTMENT MANAGERS

  SHAREHOLDER owns 75% or more

• NATIXIS INVESTMENT MANAGERS PARTICIPATIONS 1

  SHAREHOLDER owns 75% or more

• NATIXIS INVESTMENT MANAGERS, LLC

  GENERAL PARTNER

• NATIXIS U.S. HOLDINGS, INC.

  LIMITED PARTNER owns 75% or more

• NATIXIS U.S. HOLDINGS, INC.

  MEMBER owns 75% or more

• PAUL RUSSELL BLACK

  MEMBER, ELECTED MANAGER owns more than 25% but less than 50%

• SLOANE WALLER PAYNE

  ELECTED MANAGER

• J.P. MORGAN SECURITIES LLC
  United States

• Sagent Wealth Management
• Camelot Capital Partners LLC