| Date | Description |
|---|
| 2023-01-15 |
delete person Roger Read |
| 2022-12-14 |
update person_description Jared Hoffman => Jared Hoffman |
| 2022-05-11 |
update person_title Tom Fischer: Vice Chairman of the ADVISORY BOARD => Owner / Fischer Consulting Partners; Member of the ADVISORY BOARD |
| 2022-03-11 |
delete coo Kathleen Zullo |
| 2022-03-11 |
delete person Kathleen Zullo |
| 2022-03-11 |
insert person RJ Nemer |
| 2021-07-09 |
insert person Jared Hoffman |
| 2021-07-09 |
insert person Megan Coulter |
| 2021-07-09 |
insert person Pete MacKay |
| 2021-01-19 |
update person_title Alyce Hoffman: Trader & Operations Associate; Director of Client Services => Director of Client Services |
| 2021-01-19 |
update person_title Kathleen Zullo: Trader, Compliance & Operations Associate; Director of Operations => Director of Operations |
| 2021-01-19 |
update person_title Lisa MacKay: Operations Associate; Director of Finance => Director of Finance |
| 2020-09-24 |
insert person Tom Fischer |
| 2020-03-15 |
delete person RJ Nemer |
| 2019-12-10 |
update person_title Alyce Hoffman: Associate and Trader; Member of the Operations & Trading Staff; Operations Associate => Trader & Operations Associate; Member of the OPERATIONS & TRADING STAFF |
| 2019-12-10 |
update person_title Kathleen Zullo: Trader; Associate; Member of the Operations & Trading Staff; Operations Associate => Trader; Associate; Trader, Compliance & Operations Associate; Member of the OPERATIONS & TRADING STAFF |
| 2019-09-09 |
delete person Day Ketterer |
| 2019-09-09 |
update person_title Matt Hochstetler: Member of the Advisory Board; Partner => Member of the Advisory Board; Partner / David J. Simmons & Associates |
| 2019-07-10 |
update person_description Douglas S. MacKay => Douglas S. MacKay |
| 2017-07-22 |
insert person Day Ketterer |
| 2017-07-22 |
insert person Denise Griggs |
| 2017-07-22 |
insert person Matt Hochstetler |
| 2016-12-22 |
insert person David Packo |
| 2016-06-23 |
delete svp RJ Nemer |
| 2016-06-23 |
update person_title RJ Nemer: Member of the Advisory Board; Senior Vice President => Member of the Advisory Board; Global Head of Golf Clients |
| 2015-06-10 |
update person_title Doug MacKay: Founder; Broadleaf CEO and CIO, Was Quoted in Barron 's Big Money Poll, Spring 2015, Commenting O; Chief Investment Officer; Chief Executive Officer => Founder; Chief Investment Officer; Chief Executive Officer |
| 2015-05-11 |
update person_title Doug MacKay: Founder; Chief Investment Officer; Chief Executive Officer => Founder; Broadleaf CEO and CIO, Was Quoted in Barron 's Big Money Poll, Spring 2015, Commenting O; Chief Investment Officer; Chief Executive Officer |
| 2015-03-13 |
insert svp RJ Nemer |
| 2015-03-13 |
update person_title RJ Nemer: Member of the Advisory Board; President / Icon Sports Inc. => Member of the Advisory Board; Senior Vice President |
| 2014-08-18 |
delete person Michael A. Czekaj |
| 2013-09-21 |
delete otherexecutives Tom Fischer |
| 2013-09-21 |
delete person Tom Fischer |