People: Liberty All-Star Equity Fund (USA)

USA on New York Consolidated

5.74USD
24 Oct 2014
Price Change (% chg)

$0.02 (+0.35%)
Prev Close
$5.72
Open
$5.74
Day's High
$5.76
Day's Low
$5.72
Volume
255,350
Avg. Vol
387,474
52-wk High
$6.41
52-wk Low
$5.22

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Summary

Name Age Since Current Position

Richard Lowry

78 2004 Independent Chairman of the Board of Trustees

William Parmentier

61 1999 President

Mark Haley

49 1999 Senior Vice President

Melanie Zimdars

37 2009 Chief Compliance Officer

Edmund Burke

53 2006 Vice President, Trustee

Kimberly Storms

41 2013 Treasurer

Alex Marks

40 2011 Assistant Secretary

John Benning

79 2002 Independent Trustee

Thomas Brock

67 2005 Independent Trustee

George Gaspari

74 2006 Independent Trustee

John Neuhauser

71 1998 Independent Trustee

Richard Rantzow

76 2006 Independent Trustee

Biographies

Name Description

Richard Lowry

Mr. Richard W. Lowry is Independent Chairman of the Board of Trustees of Liberty All-Star Equity Fund. He has investment management and financial markets experience as a private investor and multiple years of service as a Director of the Growth Fund and a Trustee of the Equity Fund.

William Parmentier

Mr. William R. Parmentier, Jr., is President of Liberty All-Star Equity Fund. He is Chief Investment Officer, ALPS Advisors, Inc. (since 2006); President of the Liberty All-Star Funds (since April 1999); Senior Vice President, Banc of America Investment Advisors, Inc. (2005-2006).

Mark Haley

Mr. Mark T. Haley, CFA is Senior Vice President of Liberty All-Star Equity Fund. He is Senior Vice President of the Liberty All-Star Funds (since January 1999); Vice President, ALPS Advisors, Inc. (since 2006). Vice President, Banc of America Investment Advisors (1999-2006).

Melanie Zimdars

Ms. Melanie H. Zimdars is Chief Compliance Officer of Liberty All-Star Equity Fund. She has been Deputy Chief Compliance Officer with ALPS Fund Services, Inc. since September 2009. Principal Financial Officer, Treasurer and Secretary, Wasatch Funds, February 2007 to December 2008. Assistant Treasurer, Wasatch Funds, November 2006 to February 2007. Ms. Zimdars is currently the CCO for ALPS Variable Investment Trust, ALPS ETF Trust, EGA Emerging Global Shares Trust and BPV Family of Funds.

Edmund Burke

Mr. Edmund J. Burke is Vice President, Trustee of Liberty All-Star Equity Fund. He has President of ALPS, a DST Company (since November 2011); CEO and a Director of: ALPS Holdings, Inc. (since 2005); Director of ALPS Advisers (since 2001), and ALPS Distributors, Inc. (since 2000) and ALPS Fund Services, Inc., (since 2000); President and a Director of ALPS Financial Services, Inc. (1991-2005), He serves President (since 2006), Trustee and Chairman (since 2009), Financial Investors Trust; Trustee and President, Clough Global Allocation Fund (Trustee since 2006, President since 2004); Trustee and President, Clough Global Equity Fund (Trustee since 2006, President since 2005); Trustee and President Clough Global.

Kimberly Storms

Ms. Kimberly R. Storms is Treasurer of Liberty All-Star Equity Fund. She is Director of Fund Administration and Senior Vice President of ALPS Fund Services, Inc. Ms. Storms is currently Treasurer of ALPS ETF Trust and BPV Family of Funds; Chief Financial Officer of Arbitrage Funds; and Assistant Treasurer of Financial Investors Trust. She was previously Assistant Treasurer of the Clough Global Equity Fund, the Clough Global Allocation Fund, the Clough Global Opportunities Fund, the Reaves Utility Income Fund, the Liberty All-Star Equity Fund and the Liberty All-Star Growth Fund, Inc.. Ms. Storms is also on the Board of Directors of the Denver Center for Crime Victims.

Alex Marks

Mr. Alex Marks is Assistant Secretary of Liberty All-Star Equity Fund. He is an Employee of ALPS Fund Services, Inc. since June 2011. Mr. Marks also served as an employee of ALPS Funds Services, Inc. from July 2006 to September 2010. Mr. Marks was previously Secretary of the Financial Investors Variable Insurance Trust from December 2008 to June 2010.

John Benning

Mr. John A. Benning is Independent Trustee of Liberty All-Star Equity Fund. He has experience in the investment management business, as senior vice president, general counsel and secretary of a financial services company that provides investment management services, including mutual fund, private capital management and institutional asset management services, and multiple years of service as a Director of the Growth Fund and a Trustee of the Equity Fund.

Thomas Brock

Mr. Thomas W. Brock is Independent Trustee of Liberty All-Star Equity Fund. He has investment management and organizational management experience as chief executive officer of an SEC-registered investment advisor, chairman and trustee of an open-end investment company, adjunct graduate business school professor and several years of service as a Director of the Growth Fund and a Trustee of the Equity Fund. He has also been the Chief Executive Officer, Stone Harbor Investment Partners LP (since April 2006); Adjunct Professor, Columbia University Graduate School of Business (1998-2006).

George Gaspari

Mr. George R. Gaspari is Independent Trustee of Liberty All-Star Equity Fund. He has investment management and financial markets experience as a director and chairman of exchange-traded funds, a financial services consultant and multiple years of service as a Director of the Growth Fund and a Trustee of the Equity Fund.

John Neuhauser

Dr. John J. Neuhauser is Independent Trustee of Liberty All-Star Equity Fund. He has investment management experience as an investment company trustee and executive management experience in higher education as a university president, vice president, dean and professor and multiple years of service as a Director of the Growth Fund and a Trustee of the Equity Fund. He has also been the President, St. Michael’s College (since August, 2007); University Professor (December 2005-2007), Boston College (formerly Academic Vice President and Dean of Faculties, from August 1999 to December 2005, Boston College)

Richard Rantzow

Mr. Richard Carl Rantzow is Independent Trustee of Liberty All-Star Equity Fund. He has financial accounting experience, having spent nearly 30 years at a independent public accounting firm, including as an audit partner and managing partner, and investment management experience as chairman of an open-end investment company, trustee and audit committee chairman of closed-end investment companies, and several years of service as a Director of the Growth Fund, a Trustee of the Equity Fund and Chairman of the Audit Committee for the Growth Fund and Equity Fund. He was the Chairman of the Board of First Funds (from 1992 to July 2006).
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