OPTIMA - History of Changes


DateDescription
2023-07-10 delete otherexecutives Levi Williamson
2023-07-10 delete person Levi Williamson
2023-06-06 update person_description Geoffrey M. Lewis => Geoffrey M. Lewis
2023-04-27 delete ceo Keith M. Bloomfield
2023-04-27 insert chairman Keith M. Bloomfield
2023-04-27 update person_title Keith M. Bloomfield: CHIEF EXECUTIVE OFFICER, FFT WEALTH MANAGEMENT; Chief Executive Officer; Member of the Executive Leadership Team => CHAIRMAN; Member of the Executive Leadership Team
2023-03-27 delete managingdirector Alex Sandhaus
2023-03-27 insert otherexecutives Tracy Lynch
2023-03-27 delete address 10 East 53rd Street, 29th floor New York, NY 10022
2023-03-27 insert person Polina Kiseleva
2023-03-27 update person_title Alex Sandhaus: Managing Director => Managing Director, Business Development
2023-03-27 update person_title Keith M. Bloomfield: CHIEF EXECUTIVE OFFICER, FORBES FAMILY TRUST; Chief Executive Officer; Member of the Executive Leadership Team => CHIEF EXECUTIVE OFFICER, FFT WEALTH MANAGEMENT; Chief Executive Officer; Member of the Executive Leadership Team
2023-03-27 update person_title Michael Rhea: in 2022 As a Senior Analyst; Senior Investment Analyst => in 2022 As a Senior Analyst; Senior Analyst, Research
2023-03-27 update person_title Payton Lill: Business Development; in 2022 As a Junior Analyst; Junior Analyst => Analyst, Research; in 2022 As a Junior Analyst
2023-03-27 update person_title Tracy Lynch: Compliance / Operations => Vice President, Investor Relations; Compliance / Operations
2022-12-21 delete person Bryan Pinedo
2022-10-19 delete investorrelations_emails in..@optima.com
2022-10-19 insert otherexecutives Levi Williamson
2022-10-19 insert otherexecutives Marshall Hendler
2022-10-19 insert personal_emails je..@optima.com
2022-10-19 delete email in..@optima.com
2022-10-19 delete person Gabriel Chénard-Poirier
2022-10-19 delete person Giusi Cennamo
2022-10-19 delete person Jonathan Azar Pride
2022-10-19 insert address 10 East 53rd Street 32nd floor New York, NY 10022
2022-10-19 insert email je..@optima.com
2022-10-19 insert person Bryan Pinedo
2022-10-19 insert person Christopher Carroll
2022-10-19 insert person Levi Williamson
2022-10-19 insert person Michael Rhea
2022-10-19 insert person Payton Lill
2022-10-19 insert person Ragnar Gearhart
2022-10-19 update person_title Marshall Hendler: Senior Analyst; Senior Analyst, Research; Member of the Investment Team => Vice President, Research
2022-10-19 update person_title Neil Datta: Member of the Investment Committee and Head of Risk; Director, Operations Due Diligence; Member of the Investment Team => Managing Director, Due Diligence; Member of the Investment Committee and Head of Risk
2022-10-19 update person_title Tracy Lynch: Operations => Compliance / Operations
2022-04-17 delete chieflegalofficer Kathleen Keating
2022-04-17 delete index_pages_linkeddomain hedgeweek.com
2022-04-17 delete person Kathleen Keating
2021-12-11 delete person Manuel Jose Rodriguez
2021-09-17 update person_title Tracy Lynch: Member of the New Business Development Team => Operations
2021-08-16 delete otherexecutives Nicholas A. Bibbo
2021-08-16 delete person Nicholas A. Bibbo
2021-07-16 delete person Jenn Young
2021-07-16 update person_description Andrew Mehalko => Andrew Mehalko
2021-06-13 insert chieflegalofficer Kathleen Keating
2021-06-13 insert personal_emails al..@optima.com
2021-06-13 delete person Patrick Pengeroth
2021-06-13 insert email al..@optima.com
2021-06-13 update person_description Kathleen Keating => Kathleen Keating
2021-06-13 update person_title Kathleen Keating: Chief Compliance Officer => General Counsel; Chief Compliance Officer
2021-04-19 delete managingdirector Michael Spelman
2021-04-19 delete person Michael Spelman
2021-01-15 delete chiefinvestmentofficer Michael Spelman
2021-01-15 delete managingdirector Anastasios (Stacy) Adam
2021-01-15 insert managingdirector Michael Spelman
2021-01-15 delete person Anastasios (Stacy) Adam
2021-01-15 insert person Arnold Rozenvasser
2021-01-15 insert person Cecile Feeley
2021-01-15 insert person Faigie Schwartz
2021-01-15 insert person Frank Rocchio
2021-01-15 insert person Kathleen Keating
2021-01-15 insert person Susan Kapuscinski
2021-01-15 update person_title Michael Spelman: Chief Investment Officer; Member of the Investment Team => Managing Director; Member of the Investment Team
2020-09-21 insert ceo Thomas S.T. Gimbel
2020-09-21 insert personal_emails al..@optimasecurities.com
2020-09-21 insert personal_emails gi..@optima.com
2020-09-21 insert personal_emails jo..@optima.com
2020-09-21 insert personal_emails ma..@optima.com
2020-09-21 insert personal_emails ma..@optima.com
2020-09-21 insert personal_emails mi..@optima.com
2020-09-21 insert personal_emails ne..@optima.com
2020-09-21 insert personal_emails ni..@optima.com
2020-09-21 insert personal_emails pa..@optima.com
2020-09-21 insert personal_emails th..@optima.com
2020-09-21 insert personal_emails ye..@optima.com
2020-09-21 insert email al..@optimasecurities.com
2020-09-21 insert email ga..@optima.com
2020-09-21 insert email gi..@optima.com
2020-09-21 insert email jo..@optima.com
2020-09-21 insert email ma..@optima.com
2020-09-21 insert email ma..@optima.com
2020-09-21 insert email mi..@optima.com
2020-09-21 insert email ne..@optima.com
2020-09-21 insert email ni..@optima.com
2020-09-21 insert email pa..@optima.com
2020-09-21 insert email st..@optima.com
2020-09-21 insert email th..@optima.com
2020-09-21 insert email ye..@optima.com
2020-09-21 insert person Tracy Lynch
2020-09-21 update person_description Neil Datta => Neil Datta
2020-09-21 update person_title Thomas S.T. Gimbel: Member of the New Business Development Team; Executive Managing Director, Chief Portfolio Risk Officer => Member of the New Business Development Team; Executive Managing Director
2020-07-12 delete source_ip 162.209.119.156
2020-07-12 insert source_ip 104.198.108.147
2020-07-12 update robots_txt_status www.optima.com: 404 => 200
2019-11-07 insert ceo D. Dixon Boardman
2019-11-07 insert person Yehuda Y. Spindler
2019-11-07 update person_title D. Dixon Boardman: Member of the SENIOR MANAGEMENT Team; President => CEO; Member of the SENIOR MANAGEMENT Team; President; Vice Chairman of Forbes Family Trust
2019-08-08 update person_description Michael Spelman => Michael Spelman
2019-07-09 delete ceo D. Dixon Boardman
2019-07-09 delete founder D. Dixon Boardman
2019-07-09 delete managingdirector Christopher J. Heath
2019-07-09 insert president D. Dixon Boardman
2019-07-09 insert alias Optima Asset Management
2019-07-09 insert alias Optima Asset Management LLC
2019-07-09 update person_description D. Dixon Boardman => D. Dixon Boardman
2019-07-09 update person_title Christopher J. Heath: Member of the SENIOR MANAGEMENT Team; Managing Director; Chairman of Caspian Securities, Inc; Partner => Senior Advisor; Member of the SENIOR MANAGEMENT Team; Chairman of Caspian Securities, Inc
2019-07-09 update person_title D. Dixon Boardman: Managing Member; Member of the SENIOR MANAGEMENT Team; Founder; Partner; Chief Executive Officer => Member of the SENIOR MANAGEMENT Team; President
2019-07-09 update person_title Thomas S.T. Gimbel: Partner, Executive Managing Director, Chief Portfolio Risk Officer; Member of the SENIOR MANAGEMENT Team => Member of the SENIOR MANAGEMENT Team; Executive Managing Director, Chief Portfolio Risk Officer
2018-11-05 delete index_pages_linkeddomain hedgeweek.com
2017-12-14 delete general_emails in..@optima.com
2017-12-14 insert investorrelations_emails in..@optima.com
2017-12-14 delete email in..@optima.com
2017-12-14 delete email re..@optima.com
2017-12-14 delete index_pages_linkeddomain hedgeweek.com
2017-12-14 delete index_pages_linkeddomain investmenteurope.net
2017-12-14 insert email in..@optima.com
2017-10-10 delete office_emails eu..@optima.com
2017-10-10 insert chiefinvestmentofficer Michael Spelman
2017-10-10 insert managingdirector Michael Spelman
2017-10-10 delete address 65 Front Street Hamilton, HM12, Bermuda
2017-10-10 delete address Adam House 7-10 Adam Street London WC2N 6AA, United Kingdom
2017-10-10 delete associated_investor Thomas Weisel Partners
2017-10-10 delete email eu..@optima.com
2017-10-10 delete person Johnny Yee
2017-10-10 delete phone +44 (0) 207.520.9223
2017-10-10 delete phone +44 (0) 207.520.9248
2017-10-10 delete phone 441-292-6274
2017-10-10 delete phone 441-295-8658
2017-10-10 insert index_pages_linkeddomain hedgeweek.com
2017-10-10 insert index_pages_linkeddomain investmenteurope.net
2017-10-10 update person_title Michael Spelman: Member of the SENIOR MANAGEMENT Team; Managing Director, Co - Chief Investment Officer => Member of the SENIOR MANAGEMENT Team; Managing Director; Chief Investment Officer
2017-08-27 delete chiefinvestmentofficer Michael Spelman
2017-08-27 delete managingdirector Michael Spelman
2017-08-27 insert office_emails eu..@optima.com
2017-08-27 insert address Adam House 7-10 Adam Street London WC2N 6AA, United Kingdom
2017-08-27 insert associated_investor Thomas Weisel Partners
2017-08-27 insert email eu..@optima.com
2017-08-27 insert person Johnny Yee
2017-08-27 insert phone +44 (0) 207.520.9223
2017-08-27 insert phone +44 (0) 207.520.9248
2017-08-27 update person_title Michael Spelman: Member of the SENIOR MANAGEMENT Team; Managing Director; Chief Investment Officer => Member of the SENIOR MANAGEMENT Team; Managing Director, Co - Chief Investment Officer
2017-05-15 delete office_emails eu..@optima.com
2017-05-15 delete address Adam House 7-10 Adam Street London WC2N 6AA, United Kingdom
2017-05-15 delete email eu..@optima.com
2017-05-15 delete phone +44 (0) 207.520.9223
2017-05-15 delete phone +44 (0) 207.520.9248
2017-01-29 insert chiefinvestmentofficer Michael Spelman
2017-01-29 insert managingdirector Michael Spelman
2017-01-29 delete associated_investor Thomas Weisel Partners
2017-01-29 delete person Johnny Yee
2017-01-29 update person_title Michael Spelman: Member of the SENIOR MANAGEMENT Team; Managing Director, Co - Chief Investment Officer => Member of the SENIOR MANAGEMENT Team; Managing Director; Chief Investment Officer
2015-06-26 delete chiefinvestmentofficer D. Dixon Boardman
2015-06-26 insert ceo D. Dixon Boardman
2015-06-26 insert founder D. Dixon Boardman
2015-06-26 update person_title D. Dixon Boardman: Managing Member; Partner, Founder, Chief Executive Officer and Chief Investment Officer; Member of the SENIOR MANAGEMENT Team; Chief Investment Officer => Managing Member; Member of the SENIOR MANAGEMENT Team; Founder; Partner; Chief Executive Officer
2015-06-26 update person_title Johnny Yee: Managing Director, Co - Deputy Chief Investment Officer; Member of the SENIOR MANAGEMENT Team => Member of the SENIOR MANAGEMENT Team; Managing Director, Co - Chief Investment Officer
2015-06-26 update person_title Michael Spelman: Managing Director, Co - Deputy Chief Investment Officer; Member of the SENIOR MANAGEMENT Team => Member of the SENIOR MANAGEMENT Team; Managing Director, Co - Chief Investment Officer
2013-12-04 delete source_ip 198.46.104.132
2013-12-04 insert source_ip 162.209.119.156
2013-04-05 delete source_ip 64.245.139.6
2013-04-05 insert source_ip 198.46.104.132
2013-03-05 delete address 10 East 53rd St., 29th floor New York, NY 10022, U.S.A
2013-03-05 insert address 10 East 53rd Street, 29th floor New York, NY 10022, U.S.A
2012-12-21 update person_title Christopher J. Heath