Trustees

Robert P. Morse

Chairman of the Fund. Chairman and Chief Executive Officer, MAM. Senior Portfolio Manager of Wall Street Management Corporation. See description under Portfolio Managers.

James L. Farrell, Ph.D.

Chairman of the Board, The "Q" Group, 1976 to present; Director of Research, Ned Davis Research, 2007 – 2011; Portfolio Manager, Morse Williams & Co, Inc., 2005-2007; Chairman, Farrell-Sumitomo Life, 1990 – 2002; Chairman and Founder, Modern Portfolio Theory Associates, 1981 – 1990; Director of Quantitative Research, Citibank, 1979 – 1981; Investment Officer, TIAA_CREF, 1966-1979.

Harlan K. Ullman, Ph.D.

Chairman, Killowen Group (consulting firm) since 1987; Distinguished Senior Fellow, National Defense University, 2004-2012; Senior Advisor, The Atlantic Council, since 2007. Formerly served as an Independent Director of The Wall Street Fund, Inc., 1984 - 2012; Chairman, CNI Guard; Advisory Board Member and Director, IE-SPS Ltd.

Ambassador Kurt D. Volker

Executive Director, McCain Institute for International Leadership, Arizona State University, since February 2012; Senior Fellow and Managing Director, Center for Transatlantic Relations, JHU-SAIS, since September 2009; Senior Advisor, Atlantic Council, since October 2009; Managing Director, International BGR Group, 2011 – 2012; Senior Advisor, McLarty Associates, a global consulting firm, 2010 – 2011; U.S. Ambassador to NATO, 2008 – 2009; Diplomat, U.S. Department of State, 1988 – 2009. Formerly served as an Independent Director of The Wall Street Fund, Inc., 2009 – 2012.

 

Other Officers Of The Fund

Jian H. Wang

Executive Vice President, Treasurer and Chief Financial Officer of the Fund and Managing Director and Treasurer of MAM and formerly of CGAM since 2013; Vice President, Evercore Wealth Management, LLC, 2010 – 2013; Managing Director and Principal, Morse, Williams & Co., Inc., 2005 – 2010; Senior Trader, Morse, Williams & Co., Inc., 1998-2010.

Mr. Wang graduated from Long Island University and received an M.B.A. in Finance from the New York Institute of Technology.

Andrew McLaughlin

Executive Vice President, Chief Complance Officer and Secretary of the Fund and Executive Vice President, Secretary and Chief Compliance Officer of MAM and formerly of CGAM since 2013; Vice President, Evercore Wealth Management LLC, 2010 – 2013; Principal. Morse Williams & Co., Inc. 2009 – 2010; Vice President, The Wall Street Fund, Inc. 2011 – 2012. He is currently preparing for the Certified Financial Planner designation.

Mr. McLaughlin is a graduate of the University of Vermont.

Daily NAV as of 12/8/2017
TickerNAV$ Change
CGBNX$13.69$0.01

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Institutional Class $100,000
IRA $2,500

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