| Date | Description |
|---|
| 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 |
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 |
insert otherexecutives Levi Williamson |
| 2022-10-19 |
insert otherexecutives Marshall Hendler |
| 2022-10-19 |
insert personal_emails je..@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 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 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 |
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 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 |
| 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 |
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 |
| 2017-10-10 |
insert chiefinvestmentofficer Michael Spelman |
| 2017-10-10 |
insert managingdirector Michael Spelman |
| 2017-10-10 |
delete person Johnny Yee |
| 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 person Johnny Yee |
| 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 |
| 2017-01-29 |
insert chiefinvestmentofficer Michael Spelman |
| 2017-01-29 |
insert managingdirector Michael Spelman |
| 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 |
| 2012-12-21 |
update person_title Christopher J. Heath |