HALLMARK CAPITAL MANAGEMENT INC

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Hallmark Capital Management is based out of Wayne. Hallmark Capital Management is a large advisory firm with 747 clients and discretionary assets under management (AUM) of $1,898,962,332 (Form ADV from 2019-11-01). Their last reported 13F filing for Q2 2020 included $891,684,000 in managed 13F securities and a top 10 holdings concentration of 24.91%. Hallmark Capital Management's largest holding is Apple Inc with shares held of 97,615. Hallmark Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

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06/30/2020

13F Activity

  • Market Value $892.132 Million
  • Prior Market Value $770.155 Million
  • New Purchases15 stocks
  • Additional Purchases38 stocks
  • Sold out of12 stocks
  • Reduced holdings in97 stocks
  • Top 10 Holdings % 24.89 %
  • Turnover % [1]:16.56%
  • Turnover Alt % [2]: 9.75 %
  • Time Held Top20:5.50 quarters
  • Time Held Top10:4.30 quarters
  • Time Held All:17.60 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.5%
Performance Last 4 Quarters: -3.24%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

HALLMARK CAPITAL MANAGEMENT INC
1195 HAMBURG TURNPIKE
WAYNE NJ    07470-5055
Country: United States

Business Phone: 973-808-4144
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 747
Amount of client funds and securities by related persons: 266,308,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
VALLEY NATIONAL BANK SOLE SHAREHOLDER 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC SOLE SHAREHOLDER direct 2000-07-01
MOORE, THOMAS, STEPHEN DIRECTOR, EXECUTIVE VICE PRESIDENT 02/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 1994-02-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT direct 1994-02-01 2007-03-29
BECHMANN, CYNTHIA, SUE DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2008-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER direct 2008-01-01
KRESS, GEORGE, ROBERT DIRECTOR, PRESIDENT, SECRETARY 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BYRAM CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2002-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, SECRETARY direct 2017-06-01
BYRAM CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-01-01 2005-01-06
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2012-10-01 2016-06-29
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2012-10-01 2017-05-02
OBRIEN, MICHAEL, JOSEPH FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CUTWATER INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2014-07-01
CUTWATER COLORADO INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
VALLEY NATIONAL BANCORP INDIRECT OWNER VALLEY NATIONAL BANK 07/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER indirect 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC INDIRECT OWNER indirect 2000-07-01
GLEN RAUCH SECURITIES, INC. COMMON STOCK direct 2003-01-01

HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2019-08-05
Name Title Start Date Direct/Indirect % Ownership
VALLEY NATIONAL BANK SOLE SHAREHOLDER 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC SOLE SHAREHOLDER direct 2000-07-01
MOORE, THOMAS, STEPHEN DIRECTOR, EXECUTIVE VICE PRESIDENT 02/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 1994-02-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT direct 1994-02-01 2007-03-29
ERIKSON, STEVE DIRECTOR, EXECUTIVE VICE PRESIDENT 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2007-07-01
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1999-10-01 2001-08-22
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2002-01-01 2005-09-28
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2007-03-29
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT direct 2007-07-01 2008-02-04
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2007-07-01 2012-03-28
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, SECRETARY direct 2007-07-01 2017-05-02
BECHMANN, CYNTHIA, SUE DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2008-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER direct 2008-01-01
KRESS, GEORGE, ROBERT DIRECTOR, PRESIDENT, SECRETARY 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BYRAM CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2002-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, SECRETARY direct 2017-06-01
BYRAM CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-01-01 2005-01-06
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2012-10-01 2016-06-29
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2012-10-01 2017-05-02
OBRIEN, MICHAEL, JOSEPH FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CUTWATER INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2014-07-01
CUTWATER COLORADO INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
VALLEY NATIONAL BANCORP INDIRECT OWNER VALLEY NATIONAL BANK 07/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER indirect 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC INDIRECT OWNER indirect 2000-07-01
GLEN RAUCH SECURITIES, INC. COMMON STOCK direct 2003-01-01

HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2019-06-14
Name Title Start Date Direct/Indirect % Ownership
VALLEY NATIONAL BANK SOLE SHAREHOLDER 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC SOLE SHAREHOLDER direct 2000-07-01
MOORE, THOMAS, STEPHEN DIRECTOR, EXECUTIVE VICE PRESIDENT 02/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 1994-02-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT direct 1994-02-01 2007-03-29
ERIKSON, STEVE DIRECTOR, EXECUTIVE VICE PRESIDENT 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2007-07-01
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1999-10-01 2001-08-22
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2002-01-01 2005-09-28
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2007-03-29
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT direct 2007-07-01 2008-02-04
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2007-07-01 2012-03-28
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, SECRETARY direct 2007-07-01 2017-05-02
ESKOW, ALAN, DAVID TREASURER, VICE PRESIDENT 07/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC TREASURER/DIRECTOR direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC TREASURER, VICE PRESIDENT direct 2000-07-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, TREASURER direct 2000-07-01 2017-05-02
BECHMANN, CYNTHIA, SUE DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2008-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER direct 2008-01-01
KRESS, GEORGE, ROBERT DIRECTOR, PRESIDENT, SECRETARY 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BYRAM CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2002-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, SECRETARY direct 2017-06-01
BYRAM CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-01-01 2005-01-06
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2012-10-01 2016-06-29
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2012-10-01 2017-05-02
OBRIEN, MICHAEL, JOSEPH FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CUTWATER INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2014-07-01
CUTWATER COLORADO INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBBINS, IRA VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2017-06-01
VALLEY NATIONAL BANCORP INDIRECT OWNER VALLEY NATIONAL BANK 07/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER indirect 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC INDIRECT OWNER indirect 2000-07-01
GLEN RAUCH SECURITIES, INC. COMMON STOCK direct 2003-01-01

HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
VALLEY NATIONAL BANK SOLE SHAREHOLDER 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC SOLE SHAREHOLDER direct 2000-07-01
MOORE, THOMAS, STEPHEN DIRECTOR, EXECUTIVE VICE PRESIDENT 02/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 1994-02-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT direct 1994-02-01 2007-03-29
ERIKSON, STEVE DIRECTOR, EXECUTIVE VICE PRESIDENT 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2007-07-01
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1999-10-01 2001-08-22
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2002-01-01 2005-09-28
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2007-03-29
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT direct 2007-07-01 2008-02-04
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2007-07-01 2012-03-28
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, SECRETARY direct 2007-07-01 2017-05-02
ESKOW, ALAN, DAVID TREASURER, VICE PRESIDENT 07/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC TREASURER/DIRECTOR direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC TREASURER, VICE PRESIDENT direct 2000-07-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, TREASURER direct 2000-07-01 2017-05-02
BECHMANN, CYNTHIA, SUE DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2008-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER direct 2008-01-01
KRESS, GEORGE, ROBERT DIRECTOR, PRESIDENT, SECRETARY 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BYRAM CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2002-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, SECRETARY direct 2017-06-01
BYRAM CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-01-01 2005-01-06
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2012-10-01 2016-06-29
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2012-10-01 2017-05-02
OBRIEN, MICHAEL, JOSEPH FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CUTWATER INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2014-07-01
CUTWATER COLORADO INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBBINS, IRA VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2017-06-01
VALLEY NATIONAL BANCORP INDIRECT OWNER VALLEY NATIONAL BANK 07/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER indirect 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC INDIRECT OWNER indirect 2000-07-01
GLEN RAUCH SECURITIES, INC. COMMON STOCK direct 2003-01-01

HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2018-11-14
Name Title Start Date Direct/Indirect % Ownership
VALLEY NATIONAL BANK SOLE SHAREHOLDER 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC SOLE SHAREHOLDER direct 2000-07-01
ESKOW, ALAN, DAVID TREASURER, VICE PRESIDENT 07/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC TREASURER/DIRECTOR direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC TREASURER, VICE PRESIDENT direct 2000-07-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, TREASURER direct 2000-07-01 2017-05-02
MOORE, THOMAS, STEPHEN DIRECTOR, EXECUTIVE VICE PRESIDENT 02/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 1994-02-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT direct 1994-02-01 2007-03-29
ERIKSON, STEVE DIRECTOR, EXECUTIVE VICE PRESIDENT 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2007-07-01
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1999-10-01 2001-08-22
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2002-01-01 2005-09-28
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2007-03-29
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT direct 2007-07-01 2008-02-04
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2007-07-01 2012-03-28
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, SECRETARY direct 2007-07-01 2017-05-02
BECHMANN, CYNTHIA, SUE DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2008-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER direct 2008-01-01
KRESS, GEORGE, ROBERT DIRECTOR, PRESIDENT, SECRETARY 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BYRAM CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2002-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, SECRETARY direct 2017-06-01
BYRAM CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-01-01 2005-01-06
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2012-10-01 2016-06-29
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2012-10-01 2017-05-02
OBRIEN, MICHAEL, JOSEPH FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CUTWATER INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2014-07-01
CUTWATER COLORADO INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBBINS, IRA VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2017-06-01
VALLEY NATIONAL BANCORP INDIRECT OWNER VALLEY NATIONAL BANK 07/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER indirect 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC INDIRECT OWNER indirect 2000-07-01
GLEN RAUCH SECURITIES, INC. COMMON STOCK direct 2003-01-01

HALLMARK CAPITAL MANAGEMENT INC

ownership team - last updated 2017-07-28
Name Title Start Date Direct/Indirect % Ownership
ROBBINS, IRA VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2017-06-01
DECANDIA, JOSEPH, JAMES DIRECTOR, EXECUTIVE CHAIRMAN 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE CHAIRMAN direct 2017-06-01
OBRIEN, MICHAEL, JOSEPH FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CUTWATER INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2014-07-01
CUTWATER COLORADO INVESTOR SERVICES CORP. CHIEF COMPLIANCE OFFICER direct 2011-07-01
KRESS, GEORGE, ROBERT DIRECTOR, PRESIDENT, SECRETARY 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BYRAM CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2002-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, SECRETARY direct 2017-06-01
BYRAM CAPITAL MANAGEMENT LLC MANAGING DIRECTOR direct 2002-01-01 2005-01-06
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2012-10-01 2016-06-29
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2012-10-01 2017-05-02
BECHMANN, CYNTHIA, SUE DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2008-01-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER direct 2008-01-01
ESKOW, ALAN, DAVID TREASURER, VICE PRESIDENT 07/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC TREASURER/DIRECTOR direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC TREASURER, VICE PRESIDENT direct 2000-07-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, TREASURER direct 2000-07-01 2017-05-02
ERIKSON, STEVE DIRECTOR, EXECUTIVE VICE PRESIDENT 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 2007-07-01
HALLMARK CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1999-10-01 2001-08-22
HALLMARK CAPITAL MANAGEMENT INC FIRST VICE PRESIDENT direct 2002-01-01 2005-09-28
HALLMARK CAPITAL MANAGEMENT INC SENIOR VICE PRESIDENT direct 2006-03-01 2007-03-29
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT direct 2007-07-01 2008-02-04
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2007-07-01 2012-03-28
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, SECRETARY direct 2007-07-01 2017-05-02
MOORE, THOMAS, STEPHEN DIRECTOR, EXECUTIVE VICE PRESIDENT 02/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT direct 1994-02-01
HALLMARK CAPITAL MANAGEMENT INC DIRECTOR, SENIOR VICE PRESIDENT direct 1994-02-01 2007-03-29
VALLEY NATIONAL BANK SOLE SHAREHOLDER 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER direct 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC SOLE SHAREHOLDER direct 2000-07-01
VALLEY NATIONAL BANCORP INDIRECT OWNER VALLEY NATIONAL BANK 07/01/2000 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEW CENTURY ASSET MANAGEMENT INC OWNER indirect 1999-08-01
HALLMARK CAPITAL MANAGEMENT INC INDIRECT OWNER indirect 2000-07-01
GLEN RAUCH SECURITIES, INC. COMMON STOCK direct 2003-01-01

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