Under Delaware law, the business and affairs of the Trust (Utopia Funds) are managed under the direction of the Board of Trustees. The Board is currently comprised of four trustees, three of whom are classified under the 1940 Act as “non-interested” persons of the Trust.
Information pertaining to the Trustees and executive officers of the Trust can be found in the Statements of Additional Information or SAI for the Funds. Except as otherwise noted in the SAI, the address of each Trustee is 111 Cass Street, Traverse City, Michigan 49684.
Utopia Board Members
JOHN S. OAKES, Chairman / Trustee
Principle Occupation (last 5 years)
- Financial Search and Consulting, LLC (since 2003)
- Wells Fargo Private Client Services (2002 to 2003)
Regional Managing Director, Senior Vice President
- Wells Fargo Private Client Services (1999 to 2002)
Divisional Sales Director, Central Division
Other Directorships Held By Trustee
- Minnesota Association of Personnel Services (association of recruiters)
- TechCorps (organization providing education and mentorships for high school students through the use of technology)
MAYETI GAMETCHU, Trustee
Principle Occupation (last 5 years)
- Paragon Law Group, LLP (since 2003) Partner
- Testa, Hurwitz & Thibeault, LLP (2001 to 2003) Associate
- Skadden, Arps, Slate, Meagher and Flom, LLP (2000 to 2001) Associate
Other Directorships Held By Trustee
- The Leelanau School - Trustee (not-for-profit private secondary boarding school in Glen Arbor, Michigan)
DANIEL SASS, Trustee
PAUL H. SUTHERLAND, Interested Trustee
Principle Occupation (last 5 years)
- Financial & Investment Management Group (since 1984)
Chairman, President & Chief Investment Officer
Other Directorships Held By Trustee
- Safe Passage – Chairman (non-profit organization providing education to children in Guatemala)
