| Date | Description |
|---|
| 2024-03-12 |
delete cfo Steve Gaven |
| 2024-03-12 |
delete chairman Daniel P Wiener |
| 2024-03-12 |
delete chiefinvestmentofficer Tim Clift |
| 2024-03-12 |
insert cto Carlos Sotero |
| 2024-03-12 |
delete person AbbeyRose Hillson |
| 2024-03-12 |
delete person Adam Strauss |
| 2024-03-12 |
delete person Daniel P Wiener |
| 2024-03-12 |
delete person David VerMeulen |
| 2024-03-12 |
delete person Jeff Low |
| 2024-03-12 |
delete person Kathryn Banis |
| 2024-03-12 |
delete person Ryan Bulak |
| 2024-03-12 |
delete person Steve Gaven |
| 2024-03-12 |
delete person Tim Clift |
| 2024-03-12 |
insert career_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert contact_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert index_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert management_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert person Carlos Sotero |
| 2024-03-12 |
insert person John MacDonald |
| 2024-03-12 |
insert person Rawson Hubbell |
| 2024-03-12 |
insert service_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert terms_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
update person_title Fran Lee: Senior Relationship Manager => Wealth Advisor |
| 2024-03-12 |
update person_title Karrie Pettiglio: Client Service => Work Leader |
| 2024-03-12 |
update person_title Megan Higgins: Client Service => Director of Client Service |
| 2024-03-12 |
update person_title Michael Dillaire: Financial Planner / Tax Services => Financial Planner |
| 2024-03-12 |
update person_title Nicolette Shaw: Tax & Family Office Coordinator; Member of the Tax Services Team => Member of the Tax Services Team; Tax & Family Office Coordinator / Corporate Development |
| 2023-09-21 |
insert person John Puetz |
| 2023-09-21 |
update person_title Alex LaPointe: Director, Wealth Management => Regional Vice President, Wealth Management |
| 2023-09-21 |
update person_title Brad Sharp: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-21 |
update person_title Christopher Hagan: Partner, Wealth Advisor; Wealth Advisor => Wealth Advisor; Partner, Senior Wealth Advisor |
| 2023-09-21 |
update person_title Elizabeth Kesselman: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-21 |
update person_title Joshua Jones: Partner, Wealth Advisor; Wealth Advisor => Wealth Advisor; Partner, Senior Wealth Advisor |
| 2023-09-21 |
update person_title Rick Winters: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-21 |
update person_title Robert Lepson: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-21 |
update person_title Todd Peters: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-08-19 |
delete person Patrick Garvey |
| 2023-08-19 |
insert person Christopher Madden |
| 2023-08-19 |
update person_title Alex LaPointe: Wealth Advisor => Director, Wealth Management |
| 2023-08-19 |
update person_title Cory Latour: Member of the Tax Services Team; Corporate Development Associate => Business Analyst; Member of the Client Service Team |
| 2023-08-19 |
update person_title Wander Cedano: Financial Planner => Project Manager |
| 2023-07-15 |
delete chro Jill O'Connell |
| 2023-07-15 |
delete otherexecutives Alec Rosen |
| 2023-07-15 |
insert otherexecutives Jill O'Connell |
| 2023-07-15 |
delete person Alec Rosen |
| 2023-07-15 |
delete person Claudine Schrock |
| 2023-07-15 |
delete person Greg Reyes |
| 2023-07-15 |
delete person Lynn Cobb |
| 2023-07-15 |
insert career_pages_linkeddomain adp.com |
| 2023-07-15 |
insert person Charlie Toole III |
| 2023-07-15 |
insert person Gabe Reale |
| 2023-07-15 |
insert person Jeff Low |
| 2023-07-15 |
insert person Josh Jurbala |
| 2023-07-15 |
insert person Matthew Erickson |
| 2023-07-15 |
insert person Zachary Ganz |
| 2023-07-15 |
update person_title Andrew Busa: Member of the Financial Planning Team; Manager of Financial Planning => Director of Financial Planning |
| 2023-07-15 |
update person_title Chris Thom: Head of Wealth Services; Senior Wealth Management Executive; Member of the Executive Leadership Team => Senior Wealth Management Executive; Member of the Executive Leadership Team; Managing Director, Business Development |
| 2023-07-15 |
update person_title Jill O'Connell: Chief Human Resources Officer; Member of the Executive Leadership Team => Chief Administrative Officer; Member of the Executive Leadership Team |
| 2023-07-15 |
update person_title Kathryn Banis: Wealth Advisor; Senior Relationship Manager => Wealth Advisor; Partner, Senior Relationship Manager |
| 2023-07-15 |
update person_title Matthew Wyllie: Partner, Wealth Advisor => Partner, Wealth Advisor / Investment Management |
| 2023-07-15 |
update person_title Michael Dillaire: Member of the Financial Planning Team; Financial Planner => Financial Planner / Tax Services |
| 2023-07-15 |
update person_title Nicolette Shaw: Member of the Tax Services Team; Tax & Family Office Coordinator / Corporate Development => Tax & Family Office Coordinator; Member of the Tax Services Team |
| 2023-07-15 |
update person_title Patrick Garvey: Head of Client and Business Operations; Member of the Executive Leadership Team => Head of Strategy & Practice Management; Member of the Executive Leadership Team |
| 2023-07-15 |
update person_title Steve Reder: Head of Wealth Management; Member of the Executive Leadership Team => Managing Director, Wealth Management; Member of the Executive Leadership Team |
| 2023-04-24 |
delete person Patrick Carlson |
| 2023-04-24 |
delete person Todd Stockwell |
| 2023-04-24 |
insert person AbbeyRose Hillson |
| 2023-04-24 |
insert person Cody Carlson |
| 2023-04-24 |
insert person Matthew Dakoyannis |
| 2023-04-24 |
insert person Patrick Garvey |
| 2023-04-24 |
update person_description Cory Latour => Cory Latour |
| 2023-04-24 |
update person_description Nikhil Kyathappala => Nikhil Kyathappala |
| 2023-04-24 |
update person_title Adam Strauss: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Alden Witman: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Alex LaPointe: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Andrew Kling: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Brad Sharp: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Brennan Foust: Client Service; Account Manager => Relationship Manager; Wealth Advisor |
| 2023-04-24 |
update person_title Chase Rosa: Client Service => Client Service; Client Service Associate |
| 2023-04-24 |
update person_title Christopher Hagan: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-24 |
update person_title Claudine Schrock: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Connor Ronan: Client Service; Senior Relationship Manager => Relationship Manager |
| 2023-04-24 |
update person_title David Mastroianni: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title David VerMeulen: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Diana Linn: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Dina Milne: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Elizabeth Kesselman: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Geoffrey Turner: Client Service => Wealth Advisor |
| 2023-04-24 |
update person_title James Altschuler: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title James Verity: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title John Kennedy: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Joshua Jones: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-24 |
update person_title Kari Wolfson: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Kristen Manjikian: Client Service => Relationship Manager |
| 2023-04-24 |
update person_title Matthew Shumaker: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Matthew Wyllie: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Michael Russo: Wealth Adviser => Wealth Advisor |
| 2023-04-24 |
update person_title Nicolette Shaw: Member of the Tax Services Team; Client Service & Family Office Associate / Corporate Development => Member of the Tax Services Team; Tax & Family Office Coordinator / Corporate Development |
| 2023-04-24 |
update person_title Nikhil Kyathappala: Member of the Tax Services Team; Corporate Development Associate => Manager, Corporate Development; Member of the Tax Services Team |
| 2023-04-24 |
update person_title Rick Winters: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Robert Lepson: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Ryan Christensen: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-24 |
update person_title Ryan O'Shaughnessy: Client Service => Relationship Manager |
| 2023-04-24 |
update person_title Stephen Johnson: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-24 |
update person_title Todd Peters: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-24 |
update person_title Vanessa Carter-Witt: Member of the Financial Planning Team; Senior Financial Planner => Wealth Advisor |
| 2023-03-24 |
delete vp Charlie Toole |
| 2023-03-24 |
insert otherexecutives Alec Rosen |
| 2023-03-24 |
delete person Adrian Baldeon |
| 2023-03-24 |
delete person Whit Shofner |
| 2023-03-24 |
insert person Alec Rosen |
| 2023-03-24 |
insert person Chris Thom |
| 2023-03-24 |
insert person Cory Latour |
| 2023-03-24 |
insert person Julia Baratta |
| 2023-03-24 |
update person_title Charlie Toole: Vice President; Portfolio Manager => Portfolio Manager; Director of Portfolio Management |
| 2023-03-24 |
update person_title Nicolette Shaw: Member of the Tax Services Team; Client Service & Family Office Associate => Member of the Tax Services Team; Client Service & Family Office Associate / Corporate Development |
| 2023-02-20 |
insert person Chase Rosa |
| 2023-02-20 |
insert person JJ Leahy |
| 2023-02-20 |
insert person Kelly Counsell |
| 2023-01-19 |
insert cfo Steve Gaven |
| 2023-01-19 |
insert person Steve Gaven |
| 2023-01-19 |
insert person Steve Reder |
| 2022-12-19 |
delete person Maryse Magbagbeola |
| 2022-11-17 |
delete coo Julianne Catlin |
| 2022-11-17 |
delete otherexecutives Alec Rosen |
| 2022-11-17 |
delete svp Todd Peters |
| 2022-11-17 |
delete vp Stephen Johnson |
| 2022-11-17 |
insert chiefinvestmentofficer Tim Clift |
| 2022-11-17 |
insert chro Jill O'Connell |
| 2022-11-17 |
delete person Alec Rosen |
| 2022-11-17 |
delete person Chris Keith |
| 2022-11-17 |
delete person Christina Kidd |
| 2022-11-17 |
delete person Cory Latour |
| 2022-11-17 |
delete person Jacqueline Murphy |
| 2022-11-17 |
delete person Julianne Catlin |
| 2022-11-17 |
delete person Laura Sweeney |
| 2022-11-17 |
delete person Nikhil Kyathappala |
| 2022-11-17 |
delete person Sophie Benander |
| 2022-11-17 |
insert person James Altschuler |
| 2022-11-17 |
insert person Jill O'Connell |
| 2022-11-17 |
insert person Lynn Cobb |
| 2022-11-17 |
insert person Tim Clift |
| 2022-11-17 |
insert person Wander Cedano |
| 2022-11-17 |
update person_title Adam Strauss: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Alden Witman: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Alex LaPointe: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Andrew Kling: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Brad Sharp: Vice President, Wealth Manager => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Brennan Foust: Account Manager => Client Service; Account Manager |
| 2022-11-17 |
update person_title Christopher Hagan: Vice President, Portfolio Executive; Member of the Relationship Management Team => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Claudine Schrock: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Connor Ronan: Senior Relationship Manager => Client Service; Senior Relationship Manager |
| 2022-11-17 |
update person_title David Mastroianni: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title David VerMeulen: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Diana Linn: Account Executive, Financial Planner => Wealth Adviser |
| 2022-11-17 |
update person_title Dina Milne: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Elizabeth Kesselman: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Geoffrey Turner: Account Manager / Financial Planning => Client Service |
| 2022-11-17 |
update person_title Greg Reyes: Client Service Associate => Client Service |
| 2022-11-17 |
update person_title James Verity: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title John Kennedy: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Joshua Jones: Vice President, Portfolio Executive; Member of the Relationship Management Team => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Kari Wolfson: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Karrie Pettiglio: Assistant Manager of Client Service => Client Service |
| 2022-11-17 |
update person_title Kia Jeffery: Client Service Associate => Client Service |
| 2022-11-17 |
update person_title Kristen Manjikian: Client Service Manager => Client Service |
| 2022-11-17 |
update person_title Maryse Magbagbeola: Client Service Manager => Client Service |
| 2022-11-17 |
update person_title Matthew Shumaker: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Matthew Wyllie: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Megan Higgins: Member of the Leadership Team; Director of Client Service => Client Service |
| 2022-11-17 |
update person_title Michael Russo: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Nicolette Shaw: Client Service Manager => Member of the Tax Services Team; Client Service & Family Office Associate |
| 2022-11-17 |
update person_title Rick Winters: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Robert Lepson: Vice President, Wealth Manager => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Ryan Bulak: Client Service Associate => Client Service |
| 2022-11-17 |
update person_title Ryan Christensen: Vice President, Portfolio Executive; Member of the Relationship Management Team => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Ryan O'Shaughnessy: Account Manager => Client Service |
| 2022-11-17 |
update person_title Stephen Johnson: Vice President; Member of the Relationship Management Team; Portfolio Manager => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Todd Peters: Senior Vice President => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Todd Stockwell: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-10-16 |
delete person Alaina Coscia |
| 2022-10-16 |
insert person Felix Lorie |
| 2022-10-16 |
insert person Maryse Magbagbeola |
| 2022-10-16 |
update person_title Michael Russo: Account Manager => Account Executive |
| 2022-09-15 |
delete chro Kate Kosewski |
| 2022-09-15 |
delete otherexecutives Julianne Catlin |
| 2022-09-15 |
insert coo Julianne Catlin |
| 2022-09-15 |
delete person Elizabeth Laprade |
| 2022-09-15 |
delete person Kate Kosewski |
| 2022-09-15 |
delete person Suzanne Irwin |
| 2022-09-15 |
update person_title David Mastroianni: Portfolio Executive; Vice Presdient, Portfolio Executive => Vice President, Portfolio Executive |
| 2022-09-15 |
update person_title Julianne Catlin: Head of Operations; Member of the Leadership Team => Director of Operations; Member of the Leadership Team |
| 2022-09-15 |
update person_title Laura Sweeney: Head of Talent Acquisition and Career Development; Member of the Leadership Team => Head of Talent Acquisition and Engagement; Member of the Leadership Team |
| 2022-09-15 |
update person_title Matthew Shumaker: Senior Account Manager => Account Executive |
| 2022-09-15 |
update person_title Patrick Carlson: Head of Wealth Services; Member of the Leadership Team => Vice President of Wealth Services; Member of the Leadership Team |
| 2022-08-14 |
delete ceo Richard Veidenheimer |
| 2022-08-14 |
delete cmo Lisa Hamann |
| 2022-08-14 |
delete coo Julianne Catlin |
| 2022-08-14 |
delete founder David Thorne |
| 2022-08-14 |
insert otherexecutives Julianne Catlin |
| 2022-08-14 |
delete index_pages_linkeddomain cnbc.com |
| 2022-08-14 |
delete index_pages_linkeddomain investors.com |
| 2022-08-14 |
delete index_pages_linkeddomain riabiz.com |
| 2022-08-14 |
delete person David Thorne |
| 2022-08-14 |
delete person Faina Schwartz |
| 2022-08-14 |
delete person Lily Kuang |
| 2022-08-14 |
delete person Lisa Hamann |
| 2022-08-14 |
delete person Richard Veidenheimer |
| 2022-08-14 |
insert index_pages_linkeddomain calendly.com |
| 2022-08-14 |
insert person Christina Kidd |
| 2022-08-14 |
insert person Elizabeth Laprade |
| 2022-08-14 |
insert person Judy Ludwig |
| 2022-08-14 |
update person_title Chris Keith: Senior Vice President, Fixed Income Manager; Member of the Leadership Team => Senior Vice President, Fixed Income Manager; Member of the Leadership Team; Senior Vice President, Fixed Income Manager / Corporate Development |
| 2022-08-14 |
update person_title Jacqueline Murphy: Director of Content; Member of the Leadership Team => Interim Chief Marketing Officer; Member of the Leadership Team |
| 2022-08-14 |
update person_title Julianne Catlin: Director of Operations; Member of the Leadership Team => Head of Operations; Member of the Leadership Team |
| 2022-08-14 |
update person_title Patrick Carlson: Vice President of Wealth Services => Head of Wealth Services; Member of the Leadership Team |
| 2022-07-12 |
delete chiefinvestmentofficer Jim Lowell |
| 2022-07-12 |
delete otherexecutives Jeffrey DeMaso |
| 2022-07-12 |
delete otherexecutives Mario Ramos |
| 2022-07-12 |
insert ceo Mario Ramos |
| 2022-07-12 |
delete index_pages_linkeddomain pionline.com |
| 2022-07-12 |
insert index_pages_linkeddomain investors.com |
| 2022-07-12 |
insert index_pages_linkeddomain riabiz.com |
| 2022-07-12 |
insert person Adrian Baldeon |
| 2022-07-12 |
update person_description Geoffrey Turner => Geoffrey Turner |
| 2022-07-12 |
update person_description Greg Reyes => Greg Reyes |
| 2022-07-12 |
update person_title Jeffrey DeMaso: Member of the Leadership Team; Director of Research => Member of the Leadership Team; Interim Chief Investment Officer and Director of Research |
| 2022-07-12 |
update person_title Jim Lowell: Member of the Leadership Team; Chief Investment Officer => Member of the Leadership Team; Strategic Adviser to the CEO |
| 2022-07-12 |
update person_title Karrie Pettiglio: Client Service Manager => Assistant Manager of Client Service |
| 2022-07-12 |
update person_title Mario Ramos: Cheif Executive Officer; Member of the Leadership Team => Member of the Leadership Team; Chief Executive Officer |