CORNERSTONE ADVISORS ASSET MANAGEMENT - History of Changes


DateDescription
2023-07-07 delete person Mihir S. Saudagar
2023-07-07 insert person Dhaval Dave
2023-07-07 insert person Gabrielle Arce
2023-07-07 insert person Taylor Schubert
2023-02-18 delete person Meredith L. Heydt
2023-02-18 delete person Nicole M. Miller
2023-02-18 delete person Sergio D. Rodriguez
2023-02-18 insert person Meredith H. Christman
2022-11-14 delete person Carrie A. Martin
2022-11-14 insert person Jeffrey Y. Hummel
2022-04-11 delete person Linda A. Zajko
2022-04-11 insert person Avery M. Coleman
2022-04-11 insert person Caroline L. Wieand
2022-04-11 insert person Carrie A. Martin
2022-04-11 insert person Meredith L. Heydt
2022-04-11 insert person Nicole M. Miller
2022-04-11 insert person Ryan C. Matthews
2022-04-11 update person_description Christine M. D'Annibale => Christine M. D'Annibale
2022-04-11 update person_description Kim M. Smalley => Kim M. Smalley
2022-04-11 update person_description Sergio D. Rodriguez => Sergio D. Rodriguez
2022-04-11 update person_description Shannon L. Kichline => Shannon L. Kichline
2022-04-11 update person_description Stephen P. Link => Stephen P. Link
2022-04-11 update person_description Thomas J. Scalici => Thomas J. Scalici
2022-04-11 update person_description Whitney R. Bates => Whitney R. Bates
2022-04-11 update person_title Christine M. D'Annibale: Administrative Assistant => Executive Assistant
2022-04-11 update person_title Kim M. Smalley: Executive Assistant => Executive Assistant & Coordinator of Retirement Planning Service
2022-04-11 update person_title Shannon L. Kichline: Life Insurance Operations Manager => Director of New Business and Underwriting
2021-12-01 delete person Gina P. Gonzalez
2021-12-01 insert person Mihir S. Saudagar
2021-07-28 insert person Stephen P. Link
2021-04-10 delete person Bradley R. Yocum
2021-01-14 insert about_pages_linkeddomain investor.com
2021-01-14 insert casestudy_pages_linkeddomain investor.com
2021-01-14 insert contact_pages_linkeddomain investor.com
2021-01-14 insert index_pages_linkeddomain investor.com
2021-01-14 insert management_pages_linkeddomain investor.com
2020-06-29 delete person Katie L. Kaplan
2020-05-30 delete person Ana Y. Roder
2020-04-29 delete person Samantha Cunningham
2020-03-30 insert person Sergio D. Rodriguez
2020-01-28 insert person John Paul "JP" Cavaliere
2020-01-28 update person_title James H. Bennewitz: Principal; Senior Data Analyst => Principal; Principal & Director of Operational Excellence
2019-12-27 insert about_pages_linkeddomain google.com
2019-12-27 insert casestudy_pages_linkeddomain google.com
2019-12-27 insert contact_pages_linkeddomain google.com
2019-12-27 insert index_pages_linkeddomain google.com
2019-12-27 insert management_pages_linkeddomain google.com
2019-10-27 delete otherexecutives James Horvath
2019-10-27 delete person James Horvath
2019-09-27 delete person Samantha Yu
2019-09-27 insert person Ana Y. Roder
2019-09-27 insert person Samantha Cunningham
2019-08-28 insert otherexecutives James Horvath
2019-08-28 insert person James Horvath
2019-08-28 update person_title Evan J. Cowen: Consultant; Participant Services Specialist => Consultant
2019-07-29 insert person Gina P. Gonzalez
2019-06-09 delete person Jennifer L. Martin
2019-05-10 insert person Bradley R. Yocum
2019-04-07 delete person Matthew J. Zym
2019-01-27 update person_title Evan J. Cowen: Consultant => Consultant; Participant Services Specialist
2019-01-27 update person_title Jennifer L. Martin: Accountant => Controller, Payroll & Benefits Manager
2018-12-23 delete source_ip 209.235.250.52
2018-12-23 insert source_ip 159.135.57.194
2018-05-27 update person_title Erik T. Lentz: Member of the Executive Committee; Client Account Manager / Education and Accreditations; Client Account Manager; People => Member of the Executive Committee; Client Account Manager; People
2018-02-19 update person_title Ashley M. Hoffman: Client Service Administrator / Education and Accreditations; Member of the Executive Committee; Client Service Administrator; People => Member of the Executive Committee; Client Service Administrator; People
2018-02-19 update person_title Suzelle E. Olmos: Member of the Executive Committee; Office Manager; People; Office Manager / Education and Accreditations => Member of the Executive Committee; Office Manager; People
2017-09-27 insert otherexecutives Jennifer L. Martin
2017-09-27 insert person Jennifer L. Martin
2017-07-15 insert otherexecutives Evan J. Cowen
2017-07-15 insert otherexecutives Samantha Yu
2017-07-15 insert about_pages_linkeddomain sipc.org
2017-07-15 insert contact_pages_linkeddomain sipc.org
2017-07-15 insert index_pages_linkeddomain sipc.org
2017-07-15 insert management_pages_linkeddomain sipc.org
2017-07-15 insert person Evan J. Cowen
2017-07-15 insert person Samantha Yu
2017-04-28 insert otherexecutives Derek M. Schwartz
2017-04-28 insert person Derek M. Schwartz
2017-04-28 update person_title Kim M. Smalley: Member of the Executive Committee; Executive Assistant / Education and Accreditations; People; Executive Assistant => Member of the Executive Committee; People; Executive Assistant
2017-02-13 delete otherexecutives Michael M. Straubel
2017-02-13 delete person Michael M. Straubel
2017-02-13 update person_description Katie L. Kaplan => Katie L. Kaplan
2017-02-13 update person_title Katie L. Kaplan: Member of the Executive Committee; Strategic Associate & Marketing Coordinator / Education and Accreditations; Strategic Associate / Marketing Coordinator; People => Member of the Executive Committee; Marketing Coordinator; Strategic Associate / Marketing Coordinator; People
2017-01-16 insert otherexecutives James H. Bennewitz
2017-01-16 insert otherexecutives Jennifer V. Bauder
2017-01-16 insert otherexecutives Katie L. Kaplan
2017-01-16 update person_title James H. Bennewitz: Technical Manager; Data Analyst; Data Analyst / Education and Accreditations; People => Technical Manager; Member of the Executive Committee; Data Analyst; Senior Data Analyst / Education and Accreditations; Senior Data Analyst; People
2017-01-16 update person_title Jennifer V. Bauder: Client Account Manager / Education and Accreditations; Client Account Manager; People => Member of the Executive Committee; Client Account Manager; People
2017-01-16 update person_title Katie L. Kaplan: People; Strategic Associate; Strategic Associate / Education and Accreditations => Member of the Executive Committee; Strategic Associate & Marketing Coordinator / Education and Accreditations; Strategic Associate / Marketing Coordinator; People
2016-11-29 insert person Erik T. Lentz
2016-08-06 delete alias Cornerstone Advisors Asset Management, Inc.
2016-08-06 delete alias Cornerstone Institutional Investors, Inc.
2016-08-06 insert alias Cornerstone Advisors Asset Management, LLC
2016-08-06 insert alias Cornerstone Institutional Investors, LLC
2016-07-09 delete about_pages_linkeddomain mojoactive.com
2016-07-09 delete contact_pages_linkeddomain mojoactive.com
2016-07-09 delete index_pages_linkeddomain mojoactive.com
2016-07-09 delete management_pages_linkeddomain mojoactive.com
2016-07-09 insert about_pages_linkeddomain finra.org
2016-07-09 insert contact_pages_linkeddomain finra.org
2016-07-09 insert index_pages_linkeddomain finra.org
2016-07-09 insert management_pages_linkeddomain finra.org
2016-02-24 update person_title Ashley M. Hoffman: Administrative Assistant / Education and Accreditations; Administrative Assistant; People => Client Service Administrator; People; Client Service Administrator / Education and Accreditations
2016-02-24 update person_title Michael J. Zambelli Jr.: Senior Consultant / Participant Services => People; Senior Consultant / Participant Services
2016-01-27 update person_description Thomas J. Scalici => Thomas J. Scalici
2016-01-27 update person_description Whitney R. Bates => Whitney R. Bates
2016-01-27 update person_title Katie L. Kaplan: Strategic Assistant / Education and Accreditations; Strategic Assistant; Assistant; People => People; Strategic Associate; Strategic Associate / Education and Accreditations
2016-01-27 update person_title Suzelle E. Olmos: People; Office Administrator; Office Administrator / Education and Accreditations => Office Manager; People; Office Manager / Education and Accreditations
2015-05-02 delete person Donna M. Humphrey
2015-05-02 update person_title Christopher J. McKinley: Director of Technology / Education and Accreditations; People; Director of Technology => Chief Compliance Officer / Director of Technology / Education and Accreditations; People; Director of Technology; Chief Compliance Officer
2015-04-04 insert otherexecutives Michael M. Straubel
2015-04-04 update person_title Michael M. Straubel: Consultant; People; Consultant / Education and Accreditations => Director of Business Development; Senior Consultant; People
2015-02-07 update person_description Katie L. Kaplan => Katie L. Kaplan
2015-02-07 update person_title Katie L. Kaplan: Strategic Assistant / Education; Strategic Assistant; Assistant; People => Strategic Assistant / Education and Accreditations; Strategic Assistant; Assistant; People
2014-12-30 insert person Chris Derocher
2014-12-30 insert person Matthew J. Zym
2014-12-30 insert person Whitney R. Bates
2014-10-07 delete person Leonard J. Hunsicker
2014-07-28 update person_title Angela N. Smolczynski: Client Service and Marketing Associate; People => Marketing Manager; Consultant; People
2014-05-26 delete person Mark J. Wickware
2014-02-28 delete person Ashley M. Fenner
2014-02-28 insert person Ashley M. Hoffman
2014-02-28 update person_title Angela N. Smolczynski: People; Client Service Associate => Client Service and Marketing Associate; People
2014-01-24 update person_title Tyler J. Papaz: Senior Consultant; Senior Consultant / Education and Accreditations; People => Senior Consultant; People
2013-12-27 insert email mw..@cornerstone-companies.com
2013-12-27 insert person Michael M. Straubel
2013-12-27 insert person Parag Joshi
2013-11-01 insert email af..@cornerstone-companies.com
2013-11-01 insert email tp..@cornerstone-companies.com
2013-10-04 insert email jl..@cornerstone-companies.com
2013-09-05 update person_title Suzelle E. Olmos: Administrative Assistant; People => People; Office Administrator; Office Administrator / Education and Accreditations
2013-08-08 insert person Katie Kaplan
2013-08-08 insert person Leonard J. Hunsicker
2013-08-08 insert person Tyler J. Papaz
2013-06-20 update person_title Angela N. Smolczynski: Strategic Assistant; Staff Member; People => Staff Member; People; Client Service Associate
2013-04-30 delete person Sean P. Lyons
2013-04-30 update person_description Thomas J. Scalici => Thomas J. Scalici
2013-04-04 update person_description Michelle D. Johnson
2013-04-04 update person_title Suzelle E. Olmos