| Date | Description |
|---|
| 2024-03-20 |
delete otherexecutives Bill Maner |
| 2024-03-20 |
insert ceo Harry Jones |
| 2024-03-20 |
insert managingdirector Neal Deaton |
| 2024-03-20 |
insert otherexecutives Eunice Sams |
| 2024-03-20 |
delete person Bill Maner |
| 2024-03-20 |
delete person James Foster |
| 2024-03-20 |
delete person Matthew Buchtrup |
| 2024-03-20 |
insert person Amanda Brady |
| 2024-03-20 |
insert person Eunice Sams |
| 2024-03-20 |
update person_description Amanda Henry => Amanda Henry |
| 2024-03-20 |
update person_description Brad Parsons => Brad Parsons |
| 2024-03-20 |
update person_description Bradley Williams => Bradley Williams |
| 2024-03-20 |
update person_description Frances Suarez => Frances Suarez |
| 2024-03-20 |
update person_description Harry Jones => Harry Jones |
| 2024-03-20 |
update person_description Jimmy Patrick => Jimmy Patrick |
| 2024-03-20 |
update person_description Kevin Vogel => Kevin Vogel |
| 2024-03-20 |
update person_description Shelby Potz-Nielsen => Shelby Potz-Nielsen |
| 2024-03-20 |
update person_title Amanda Henry: Client Specialist Associate / Dallas, TX; Client Specialist Associate; Client Service Associate => Client Service Associate |
| 2024-03-20 |
update person_title Bert Rayle: Partner - Senior Financial Advisor; Partner - Senior Financial Advisor / Dallas, TX => Founding Partner, Senior Financial Advisor; Founding Partner, Senior Wealth Advisor, and Member of the Investment Team |
| 2024-03-20 |
update person_title Brad Parsons: Managing Director - Senior Financial Advisor / Dallas, TX; Managing Director - Senior Financial Advisor => Managing Director, Senior Financial Advisor; Managing Director, Senior Wealth Advisor |
| 2024-03-20 |
update person_title Dennis Sabo: Partner - Strategy / Atlanta, GA; Partner - Strategy => Partner, Senior Financial Advisor; Partner; Portfolio Manager |
| 2024-03-20 |
update person_title Frances Suarez: Client Specialist in Edge Capital 's Dallas; Vice President - Client Specialist => Vice President and Client Specialist in Edge Capital 's Dallas; Vice President, Client Specialist |
| 2024-03-20 |
update person_title Harry Jones: Managing Partner - Senior Financial Advisor / Atlanta, GA; Managing Partner of EDGE; Managing Partner - Senior Financial Advisor => Managing Partner, Senior Wealth Advisor; Managing Partner, Senior Financial Advisor; Managing Partner |
| 2024-03-20 |
update person_title Jake Munns: Analyst; Analyst / Atlanta, GA => Analyst |
| 2024-03-20 |
update person_title Jimmy Patrick: Partner - Senior Financial Advisor; Partner - Senior Financial Advisor / Charlotte, NC => Partner, Senior Financial Advisor; Partner, Senior Wealth Advisor |
| 2024-03-20 |
update person_title Neal Deaton: Managing Director - Portfolio Manager => Managing Director; Portfolio Manager |
| 2024-03-20 |
update person_title Paul Robertson III: Partner - Senior Financial Advisor / Atlanta, GA; Partner - Senior Financial Advisor => Partner, Senior Financial Advisor; Partner, Senior Wealth Advisor |
| 2024-03-20 |
update person_title Peek Garlington III: Partner - Senior Financial Advisor / Lexington, KY; Partner - Senior Financial Advisor; Founding Partner and Senior Financial Advisor => Founding Partner, Senior Wealth Advisor; Founding Partner and Senior Wealth Advisor |
| 2024-03-20 |
update person_title Victoria Kolbe: Client Specialist Associate / Atlanta, GA; Client Specialist Associate; Client Service Associate => Client Service Associate |
| 2023-08-01 |
insert person Frances Suarez |
| 2023-08-01 |
insert person Zaki Colabawala |
| 2023-08-01 |
update person_description Peek Garlington III => Peek Garlington III |
| 2023-05-29 |
delete coo Barrett Karvis |
| 2023-05-29 |
delete otherexecutives Amanda Brady |
| 2023-05-29 |
delete otherexecutives Ginger Dorsett |
| 2023-05-29 |
delete otherexecutives Michelle Dickson |
| 2023-05-29 |
delete otherexecutives Nicole Pichon |
| 2023-05-29 |
delete person Amanda Brady |
| 2023-05-29 |
insert person Amanda Henry |
| 2023-05-29 |
insert person Pam Witt |
| 2023-05-29 |
insert person Victoria Kolbe |
| 2023-05-29 |
update person_description Ann Claire Lathem => Ann Claire Lathem |
| 2023-05-29 |
update person_description Brad Parsons => Brad Parsons |
| 2023-05-29 |
update person_description Bretaigne Black => Bretaigne Black |
| 2023-05-29 |
update person_description Dennis Sabo => Dennis Sabo |
| 2023-05-29 |
update person_description Elizabeth Mackie => Elizabeth Mackie |
| 2023-05-29 |
update person_description Ginger Dorsett => Ginger Dorsett |
| 2023-05-29 |
update person_description Jimmy Patrick => Jimmy Patrick |
| 2023-05-29 |
update person_description Kendrick Mattox => Kendrick Mattox |
| 2023-05-29 |
update person_description Kevin Vogel => Kevin Vogel |
| 2023-05-29 |
update person_description Michelle Dickson => Michelle Dickson |
| 2023-05-29 |
update person_description Nancy McFadden => Nancy "Nanny" McFadden |
| 2023-05-29 |
update person_description Nicole Pichon => Nicole Pichon |
| 2023-05-29 |
update person_description Paul Robertson => Paul Robertson |
| 2023-05-29 |
update person_description Stephen Halkos => Stephen Halkos |
| 2023-05-29 |
update person_title Ansel Davis: Managing Director - Senior Financial Advisor; Member of the Board of Directors of the Tennessee Performing Arts Commission; Financial Advisor; Managing Director - Senior Financial Advisor / Nashville, TN => Managing Director - Senior Financial Advisor; Member of the Board of Directors of the Tennessee Performing Arts Commission |
| 2023-05-29 |
update person_title Barrett Karvis: Chief Operating Officer; Managing Director - Chief Operating Officer / Atlanta, GA; Managing Director - Chief Operating Officer; Chief Compliance Officer => Managing Director - Chief Operating Officer, Chief Compliance Officer / Atlanta, GA; Managing Director - Chief Operating Officer, Chief Compliance Officer |
| 2023-05-29 |
update person_title Bretaigne Black: Director With Edge Capital 's Client Service Team; Director - Client Specialist => Director - Client Specialist; Director and Client Specialist With |
| 2023-05-29 |
update person_title Ginger Dorsett: Director - Client Specialist; Director => Director - Client Specialist; Director and Client Specialist in EDGE Capital 's Dallas |
| 2023-05-29 |
update person_title Michelle Dickson: Director - Client Specialist; Director => Director - Client Specialist; Director and Client Specialist in EDGE Capital 's Dallas |
| 2023-05-29 |
update person_title Nicole Pichon: Director - Client Services Team Manager, Community Engagement Champion; Director => Director - Client Services Team Manager, Community Engagement Champion |
| 2023-04-13 |
update person_title Julia Zwicky: Client Specialist; Vice President - Client Specialist => Client Specialist in Edge Capital 's Atlanta; Vice President - Client Specialist |
| 2023-03-12 |
insert otherexecutives Bradley Williams |
| 2023-03-12 |
insert person Bradley Williams |
| 2023-02-08 |
insert person Shelby Potz-Nielsen |
| 2023-02-08 |
update person_description Nancy "Nanny" McFadden => Nancy McFadden |
| 2023-01-08 |
delete vp Ava Arjmand |
| 2023-01-08 |
delete person Ava Arjmand |
| 2023-01-08 |
delete person Carter Grimes |
| 2023-01-08 |
delete person Rebecca Montes |
| 2022-09-05 |
delete person Brendan Keelan |
| 2022-09-05 |
insert person Brad Parsons |
| 2022-08-05 |
insert otherexecutives Amanda Brady |
| 2022-08-05 |
update person_description Jimmy Patrick => Jimmy Patrick |
| 2022-08-05 |
update person_description Kendrick Mattox => Kendrick Mattox |
| 2022-08-05 |
update person_title Amanda Brady: Director - Client Specialist; Director - Client Specialist / Atlanta, GA; Director and Client Specialist => Director - Client Specialist; Director |
| 2022-07-06 |
insert person Ellis Davis |
| 2022-06-06 |
delete person Alex Hassan |
| 2022-06-06 |
insert person Jake Baker |
| 2022-06-06 |
update person_title Julia Zwicky: Vice President - Client Specialist / Atlanta, GA; Client Specialist; Vice President - Client Specialist => Client Specialist; Vice President - Client Specialist |
| 2022-05-06 |
insert person Kevin Vogel |
| 2022-04-06 |
delete person Will Guthrie |
| 2022-04-06 |
insert person Jake Munns |
| 2022-03-07 |
insert person Matthew Buchtrup |
| 2022-03-07 |
update person_title Amy Tierney: Director - Director of Operations / Atlanta, GA; Director - Director of Operations => Director - Director of Operations |
| 2022-03-07 |
update person_title Carter Grimes: Analyst - Strategy; Analyst - Strategy / Atlanta, GA; Analyst in Edge Capital 's Atlanta => Associate - Strategy / Atlanta, GA; Associate - Strategy; Associate in Edge Capital 's Atlanta |
| 2022-03-07 |
update person_title Jacobi Padgett: Director - Portfolio Manager; Director With Edge Capital 's Strategy Team; CIMA => Managing Director - Portfolio Manager; Managing Director With Edge Capital 's Strategy Team; CIMA |
| 2022-03-07 |
update person_title Julia Zwicky: Associate - Client Specialist / Atlanta, GA; Associate - Client Specialist; Client Specialist => Vice President - Client Specialist / Atlanta, GA; Client Specialist; Vice President - Client Specialist |
| 2022-03-07 |
update person_title Nicole Pichon: Vice President - Client Specialist / Atlanta, GA; Vice President - Client Specialist; Vice President and Client Specialist in Edge Capital 's Atlanta => Director and Client Specialist in Edge Capital 's Atlanta; Director - Client Specialist; Director - Client Specialist / Atlanta, GA |
| 2022-03-07 |
update person_title Rebecca Montes: Vice President - Client Specialist / Dallas, TX; Client Specialist; Vice President - Client Specialist => Associate - Client Specialist; Client Specialist; Associate - Client Specialist / Dallas, TX |
| 2021-12-12 |
update person_description Dennis Sabo => Dennis Sabo |
| 2021-09-17 |
insert otherexecutives Bill Maner |
| 2021-09-17 |
update person_description AK Hendrix => Anna Katharyn "AK" Hendrix |
| 2021-09-17 |
update person_title Anna Katharyn "AK" Hendrix: Partner, Client Specialist => Partner and Director of Financial Planning at Edge |
| 2021-09-17 |
update person_title Bert Rayle: Co - Founder - Partner - Senior Financial Advisor / Dallas, TX; Co - Founder - Partner - Senior Financial Advisor; Financial Advisor => Partner - Senior Financial Advisor; Partner - Senior Financial Advisor / Dallas, TX |
| 2021-09-17 |
update person_title Bill Maner: Co - Founder - Advisory Director / Atlanta, GA; Co - Founder - Advisory Director; Financial Advisor => Advisory Director; Advisory Director / Atlanta, GA |
| 2021-09-17 |
update person_title Harry Jones: Managing Partner of Edge; Financial Advisor; Co - Founder - Managing Partner - Senior Financial Advisor / Atlanta, GA; Co - Founder - Managing Partner - Senior Financial Advisor => Managing Partner - Senior Financial Advisor / Atlanta, GA; Managing Partner of Edge; Managing Partner - Senior Financial Advisor; Financial Advisor |
| 2021-09-17 |
update person_title Peek Garlington III: Co - Founder - Partner - Senior Financial Advisor / Lexington, KY; Founding Partner and Senior Financial Advisor; Honorary Trustee of the Turner Foundation; Co - Founder - Partner - Senior Financial Advisor; Financial Advisor => Partner - Senior Financial Advisor / Lexington, KY; Partner - Senior Financial Advisor; Founding Partner and Senior Financial Advisor; Honorary Trustee of the Turner Foundation; Financial Advisor |
| 2021-08-17 |
delete ceo Harry Jones |
| 2021-08-17 |
update person_title Ava Arjmand: Private Wealth Relationship Manager; Vice President - Strategy / Atlanta, GA; Vice President on the Portfolio Management and Strategy; Vice President - Strategy => Member of the Strategy Team; Private Wealth Relationship Manager; Vice President - Portfolio Manager; Vice President - Portfolio Manager / Atlanta, GA; Vice President on the Portfolio Management and Strategy |
| 2021-08-17 |
update person_title Barrett Karvis: Chief Operating Officer - Business Administration / Atlanta, GA; Chief Operating Officer; Chief Operating Officer - Business Administration; Chief Compliance Officer => Chief Operating Officer; Managing Director - Chief Operating Officer / Atlanta, GA; Managing Director - Chief Operating Officer; Chief Compliance Officer |
| 2021-08-17 |
update person_title Bert Rayle: Partner - Senior Financial Advisor; Financial Advisor; Partner - Senior Financial Advisor / Dallas, TX => Co - Founder - Partner - Senior Financial Advisor / Dallas, TX; Co - Founder - Partner - Senior Financial Advisor; Financial Advisor |
| 2021-08-17 |
update person_title Bill Maner: Financial Advisor; Advisory Director - Senior Financial Advisor / Atlanta, GA; Advisory Director - Senior Financial Advisor => Co - Founder - Advisory Director / Atlanta, GA; Co - Founder - Advisory Director; Financial Advisor |
| 2021-08-17 |
update person_title Harry Jones: Managing Partner of Edge; Financial Advisor; Managing Partner / Atlanta, GA; Managing Partner => Managing Partner of Edge; Financial Advisor; Co - Founder - Managing Partner - Senior Financial Advisor / Atlanta, GA; Co - Founder - Managing Partner - Senior Financial Advisor |
| 2021-08-17 |
update person_title Jacobi Padgett: Director - Strategy; Director With Edge Capital 's Strategy Team; CIMA => Director - Portfolio Manager; Director With Edge Capital 's Strategy Team; CIMA |
| 2021-08-17 |
update person_title James Foster: Head of Strategy - Managing Director; Head of Strategy - Managing Director / Atlanta, GA => Managing Director - Head of Strategy; Managing Director - Head of Strategy / Atlanta, GA |
| 2021-08-17 |
update person_title Peek Garlington III: Partner - Senior Financial Advisor / Lexington, KY; Partner - Senior Financial Advisor; Founding Partner and Senior Financial Advisor; Honorary Trustee of the Turner Foundation; Financial Advisor => Co - Founder - Partner - Senior Financial Advisor / Lexington, KY; Founding Partner and Senior Financial Advisor; Honorary Trustee of the Turner Foundation; Co - Founder - Partner - Senior Financial Advisor; Financial Advisor |
| 2021-08-17 |
update person_title Rebecca Montes: Associate - Client Specialist; Client Specialist; Associate - Client Specialist / Dallas, TX => Vice President - Client Specialist / Dallas, TX; Client Specialist; Vice President - Client Specialist |
| 2021-08-17 |
update person_title Whit Davis: Partner - Strategy / Atlanta, GA; Member of Edge Capital 's Strategy Team; Partner - Strategy => Member of the Strategy Team; Member of Edge Capital 's Strategy Team; Partner - Portfolio Manager; Partner - Portfolio Manager / Atlanta, GA |
| 2021-07-14 |
insert ceo Harry Jones |
| 2021-07-14 |
insert person Ann Claire Lathem |
| 2021-07-14 |
insert person James Foster |
| 2021-07-14 |
update person_title Harry Jones: Managing Partner - Senior Financial Advisor / Atlanta, GA; Managing Partner of Edge; Managing Partner - Senior Financial Advisor; Financial Advisor => Managing Partner of Edge; Financial Advisor; Managing Partner / Atlanta, GA; Managing Partner |
| 2021-06-11 |
update person_description Ava Arjmand => Ava Arjmand |
| 2021-06-11 |
update person_description Elizabeth Mackie => Elizabeth Mackie |
| 2021-06-11 |
update person_description Will Skeean => Will Skeean |
| 2021-06-11 |
update person_title Will Skeean: Financial Advisor; Chairman of the Board at Edge; Partner - Chairman of the Board - Investment Management Team Chair - Senior Financial Advisor; Partner - Chairman of the Board - Investment Management Team Chair - Senior Financial Advisor / Atlanta, GA => Senior Financial Advisor; Financial Advisor; Partner - Chairman of the Board - Investment Management Team Chair - Senior Financial Advisor; Partner - Chairman of the Board - Investment Management Team Chair - Senior Financial Advisor / Atlanta, GA |
| 2021-04-18 |
update person_description Will Guthrie => Will Guthrie |
| 2021-04-18 |
update person_title Will Guthrie: Analyst - Strategy; Analyst - Strategy / Dallas, TX => Financial Advisor / Dallas, TX; Financial Advisor |
| 2021-01-23 |
delete person Mary C. Johnston |
| 2021-01-23 |
insert person Amy Tierney |
| 2021-01-23 |
update person_description Jimmy Patrick => Jimmy Patrick |
| 2021-01-23 |
update person_title Alex Hassan: Analyst - Research / Atlanta, GA; Analyst - Research => Analyst - Strategy; Analyst - Strategy / Atlanta, GA |
| 2021-01-23 |
update person_title Ansel Davis: Managing Director - Senior Investment Advisor / Nashville, TN; Member of the Board of Directors of the Tennessee Performing Arts Commission; Managing Director - Senior Investment Advisor => Managing Director - Senior Financial Advisor; Member of the Board of Directors of the Tennessee Performing Arts Commission; Financial Advisor; Managing Director - Senior Financial Advisor / Nashville, TN |
| 2021-01-23 |
update person_title Ava Arjmand: Private Wealth Relationship Manager; Vice President - Research / Atlanta, GA; Vice President - Research; Member of the Research Team; Vice President on the Portfolio Management and Research => Member of the Strategy Team; Private Wealth Relationship Manager; Vice President - Strategy / Atlanta, GA; Vice President on the Portfolio Management and Strategy; Vice President - Strategy |
| 2021-01-23 |
update person_title Bert Rayle: Partner - Senior Investment Advisor / Dallas, TX; Partner - Senior Investment Advisor => Partner - Senior Financial Advisor; Financial Advisor; Partner - Senior Financial Advisor / Dallas, TX |
| 2021-01-23 |
update person_title Bill Maner: Advisory Director - Senior Investment Advisor; Advisory Director - Senior Investment Advisor / Atlanta, GA => Financial Advisor; Advisory Director - Senior Financial Advisor / Atlanta, GA; Advisory Director - Senior Financial Advisor |
| 2021-01-23 |
update person_title Carter Grimes: Analyst - Research / Atlanta, GA; Analyst in Edge Capital 's Atlanta; Analyst - Research => Analyst - Strategy; Analyst - Strategy / Atlanta, GA; Analyst in Edge Capital 's Atlanta |
| 2021-01-23 |
update person_title Elizabeth Mackie: CFP; Senior Investment Advisor; Partner - Senior Investment Advisor / Tampa, FL; Partner - Senior Investment Advisor => CFP; Partner - Senior Financial Advisor; Senior Financial Advisor; Financial Advisor; Partner - Senior Financial Advisor / Tampa, FL |
| 2021-01-23 |
update person_title Ginger Dorsett: Vice President and Client Specialist at Edge Capital 's Dallas; Vice President - Client Specialist / Dallas, TX; Vice President - Client Specialist => Director - Client Specialist / Dallas, TX; Director - Client Specialist; Director and Client Specialist at Edge Capital 's Dallas |
| 2021-01-23 |
update person_title Harry Jones: Managing Partner - Senior Investment Advisor / Atlanta, GA; Managing Partner of Edge; Managing Partner - Senior Investment Advisor => Managing Partner - Senior Financial Advisor / Atlanta, GA; Managing Partner of Edge; Managing Partner - Senior Financial Advisor; Financial Advisor |
| 2021-01-23 |
update person_title Jacobi Padgett: Director With Edge Capital 's Research Team; CIMA; Director - Research => Director - Strategy; Director With Edge Capital 's Strategy Team; CIMA |
| 2021-01-23 |
update person_title Jimmy Patrick: Senior Investment Advisor; Partner - Senior Investment Advisor / Charlotte, NC; Partner - Senior Investment Advisor => Partner - Senior Financial Advisor; Senior Financial Advisor for Well; Financial Advisor; Partner - Senior Financial Advisor / Charlotte, NC |
| 2021-01-23 |
update person_title Paul Robertson: Partner - Senior Investment Advisor / Atlanta, GA; Partner - Senior Investment Advisor => Partner - Senior Financial Advisor / Atlanta, GA; Partner - Senior Financial Advisor; Financial Advisor |
| 2021-01-23 |
update person_title Peek Garlington III: Honorary Trustee of the Turner Foundation; Founding Partner and Senior Investment Advisor; Partner - Senior Investment Advisor / Lexington, KY; Partner - Senior Investment Advisor => Partner - Senior Financial Advisor / Lexington, KY; Partner - Senior Financial Advisor; Founding Partner and Senior Financial Advisor; Honorary Trustee of the Turner Foundation; Financial Advisor |
| 2021-01-23 |
update person_title Rebecca Montes: Analyst - Client Specialist; Client Specialist; Analyst - Client Specialist / Dallas, TX => Associate - Client Specialist; Client Specialist; Associate - Client Specialist / Dallas, TX |
| 2021-01-23 |
update person_title Whit Davis: Member of Edge Capital 's Research Team; Partner - Research; Partner - Research / Atlanta, GA; Member of the Research Team => Member of the Strategy Team; Partner - Strategy / Atlanta, GA; Member of Edge Capital 's Strategy Team; Partner - Strategy |
| 2021-01-23 |
update person_title Will Guthrie: Analyst - Research / Dallas, TX; Analyst - Research => Analyst - Strategy; Analyst - Strategy / Dallas, TX |
| 2021-01-23 |
update person_title William DeButts: Partner - Senior Investment Advisor / Atlanta, GA; Partner - Senior Investment Advisor => Partner - Senior Financial Advisor / Atlanta, GA; Partner - Senior Financial Advisor; Financial Advisor |
| 2020-09-22 |
delete person Meghan Bynum |
| 2020-07-12 |
delete person Stuart Huston |
| 2020-06-08 |
insert person Ava Arjmand |
| 2020-04-08 |
delete managingdirector Ansel Davis |
| 2020-04-08 |
delete otherexecutives Bill Maner |
| 2020-04-08 |
update person_title Alex Hassan: Research Analyst - Research / Atlanta, GA; Research Analyst - Research => Analyst - Research / Atlanta, GA; Analyst - Research |
| 2020-04-08 |
update person_title Ansel Davis: Managing Director / Nashville, TN; Member of the Board of Directors of the Tennessee Performing Arts Commission; Managing Director => Managing Director - Senior Investment Advisor / Nashville, TN; Member of the Board of Directors of the Tennessee Performing Arts Commission; Managing Director - Senior Investment Advisor |
| 2020-04-08 |
update person_title Bill Maner: Advisory Director; Advisory Director / Atlanta, GA => Advisory Director - Senior Investment Advisor; Advisory Director - Senior Investment Advisor / Atlanta, GA |
| 2020-04-08 |
update person_title Carter Grimes: Analyst; Analyst in Edge Capital 's Atlanta; Analyst / Atlanta, GA => Analyst - Research / Atlanta, GA; Analyst in Edge Capital 's Atlanta; Analyst - Research |
| 2020-02-08 |
delete person Jeremy Diem |
| 2020-01-08 |
delete person Christie Crouch |
| 2020-01-08 |
delete person Howell Hollis |
| 2020-01-08 |
insert person Bretaigne Black |
| 2019-10-08 |
insert person Carter Grimes |
| 2019-10-08 |
insert person Mary C. Johnston |
| 2019-10-08 |
update person_description Howell Hollis => Howell Hollis |
| 2019-10-08 |
update person_title Elizabeth Mackie: CFP; Partner - Research; Partner - Research / Atlanta, GA; Member of the Research Team => CFP; Senior Investment Advisor; Partner - Senior Investment Advisor / Tampa, FL; Partner - Senior Investment Advisor |
| 2019-10-08 |
update person_title Harry Jones: Managing Partner - Research; Managing Partner of Edge; Managing Partner - Research / Atlanta, GA => Managing Partner - Senior Investment Advisor / Atlanta, GA; Managing Partner of Edge; Managing Partner - Senior Investment Advisor |
| 2019-10-08 |
update person_title Will Skeean: Partner - Chairman of the Board - Investment Management Team Chair - Research; Chairman of the Board at Edge; Partner - Chairman of the Board - Investment Management Team Chair - Research / Dallas, TX => Partner - Chairman of the Board - Investment Management Team Chair - Senior Investment Advisor |
| 2019-09-07 |
delete otherexecutives Paul Izlar |
| 2019-09-07 |
delete vp Kashif Mahmood |
| 2019-09-07 |
delete person Kashif Mahmood |
| 2019-09-07 |
delete person Paul Izlar |
| 2019-09-07 |
insert person Nicole Pichon |
| 2019-09-07 |
update person_title Stuart Huston: Research Associate - Research; Research Associate - Research / Atlanta, GA => Associate - Research; Associate - Research / Atlanta, GA |
| 2019-08-08 |
delete person Matthew Carney |
| 2019-08-08 |
update person_title Stuart Huston: Research Analyst - Research / Atlanta, GA; Research Analyst - Research => Research Associate - Research; Research Associate - Research / Atlanta, GA |
| 2019-07-09 |
delete person B Gottwald |
| 2019-06-08 |
delete person Kelly Scanlon |
| 2019-06-08 |
insert person Alex Hassan |
| 2019-06-08 |
update person_description Meghan Bynum => Meghan Bynum |
| 2019-06-08 |
update person_title Meghan Bynum: Vice President With Edge Capital 's Client Service Team; Director - Client Specialist; Director - Client Specialist / Atlanta, GA => Director With Edge Capital 's Client Service Team; Director - Client Specialist; Director - Client Specialist / Atlanta, GA |
| 2019-06-08 |
update person_title Michelle Dickson: Vice President and Client Specialist in Edge Capital 's Dallas; Director - Client Specialist / Dallas, TX; Director - Client Specialist => Director and Client Specialist in Edge Capital 's Dallas; Director - Client Specialist / Dallas, TX; Director - Client Specialist |
| 2019-01-26 |
insert person Julia Zwicky |
| 2018-12-23 |
insert otherexecutives Bill Maner |
| 2018-12-23 |
insert person Neal Deaton |
| 2018-12-23 |
update person_title Bill Maner: Senior Investment Advisor; Senior Investment Advisor / Atlanta, GA => Advisory Director; Advisory Director / Atlanta, GA |
| 2018-12-23 |
update person_title Jacobi Padgett: Vice President - Research; Vice President With Edge Capital 's Research Team; CIMA => Vice President With Edge Capital 's Research Team; CIMA; Director - Research |
| 2018-12-23 |
update person_title Meghan Bynum: Vice President With Edge Capital 's Client Service Team; Vice President - Client Specialist / Atlanta, GA; Vice President - Client Specialist => Vice President With Edge Capital 's Client Service Team; Director - Client Specialist; Director - Client Specialist / Atlanta, GA |
| 2018-12-23 |
update person_title Michelle Dickson: Vice President and Client Specialist in Edge Capital 's Dallas; Vice President - Client Specialist / Dallas, TX; Vice President - Client Specialist => Vice President and Client Specialist in Edge Capital 's Dallas; Director - Client Specialist / Dallas, TX; Director - Client Specialist |
| 2018-12-23 |
update person_title Paul Izlar: Senior Investment Advisor; Advisory Director; Senior Investment Advisor / Atlanta, GA => Advisory Director; Advisory Director / Atlanta, GA |
| 2018-09-28 |
delete managingdirector Whit Stewart |
| 2018-09-28 |
delete person Richard Pearce |
| 2018-09-28 |
delete person Whit Stewart |
| 2018-08-26 |
insert otherexecutives Paul Izlar |
| 2018-08-26 |
update person_title Bill Maner: Founding Partner of the Firm, Bill Maner; Chairman - Senior Investment Advisor; Chairman - Senior Investment Advisor / Atlanta, GA => Senior Investment Advisor; Senior Investment Advisor / Atlanta, GA |
| 2018-08-26 |
update person_title Howell Hollis: Director, Portfolio Manager, and Member of Edge Capital 's Research Team; Member of the Research Team; Director - Research => CAIA; Director, Portfolio Manager, and Member of Edge Capital 's Research Team; Member of the Research Team; Director - Research |
| 2018-08-26 |
update person_title Jacobi Padgett: Vice President - Research / Atlanta, GA; Vice President - Research; Vice President With Edge Capital 's Research Team; Member of the Research Team => Vice President - Research; Vice President With Edge Capital 's Research Team; CIMA |
| 2018-08-26 |
update person_title Paul Izlar: Partner - Senior Investment Advisor / Atlanta, GA; Partner and Senior Investment Advisor; Partner - Senior Investment Advisor => Senior Investment Advisor; Advisory Director; Senior Investment Advisor / Atlanta, GA |
| 2018-05-28 |
delete person Lacey Turner |
| 2018-05-28 |
update person_title AK Hendrix: Managing Director, Client Specialist => Partner, Client Specialist |
| 2018-05-28 |
update person_title Elizabeth Mackie: Managing Director - Research; Member of the Research Team; Managing Director - Research / Atlanta, GA; Managing Director and Member of the Research Team => Member of the Research Team; Partner - Research / Atlanta, GA; Partner - Research |
| 2018-02-19 |
insert managingdirector Ansel Davis |
| 2018-02-19 |
insert person Ansel Davis |
| 2018-02-19 |
insert person Jeremy Diem |
| 2017-12-09 |
insert managingdirector Whit Stewart |
| 2017-12-09 |
insert person Whit Stewart |
| 2017-11-03 |
insert otherexecutives Matthew Carney |
| 2017-11-03 |
insert person B Gottwald |
| 2017-11-03 |
insert person Matthew Carney |
| 2017-09-27 |
delete otherexecutives Elizabeth Lasco |
| 2017-09-27 |
delete person Elizabeth Lasco |
| 2017-09-27 |
insert person Kelly Scanlon |
| 2017-09-27 |
insert person Rebecca Montes |
| 2017-07-16 |
delete person Amanda Brandon |
| 2017-07-16 |
insert person Will Guthrie |
| 2017-04-30 |
insert otherexecutives Elizabeth Lasco |
| 2017-04-30 |
insert person Elizabeth Lasco |
| 2017-04-30 |
update person_description Jacobi Padgett => Jacobi Padgett |
| 2017-04-30 |
update person_title Dennis Sabo: Managing Director - Research; Managing Director - Research / Atlanta; Member of the Research Team; Managing Director of Edge Capital 's Research Team => Partner - Research; Partner - Research / Atlanta |
| 2017-04-30 |
update person_title Paul Robertson: Managing Director - Senior Investment Advisor / Atlanta; Member of the Research Team; Managing Director - Senior Investment Advisor => Partner - Senior Investment Advisor / Atlanta; Partner - Senior Investment Advisor |
| 2017-04-30 |
update person_title Whit Davis: Managing Director - Research; Managing Director and Member of Edge Capital 's Research Team; Managing Director - Research / Atlanta; Member of the Research Team => Member of Edge Capital 's Research Team; Partner - Research; Member of the Research Team; Partner - Research / Atlanta |
| 2017-02-13 |
delete person Rick Floress |
| 2017-02-13 |
update person_title Will Skeean: Partner - Investment Management Team Chair - Research; Partner - Investment Management Team Chair - Research / Atlanta; Member of the Research Team => Partner - Investment Management Team Chair - Research; Member of the Research Team; Partner - Investment Management Team Chair - Research / Dallas |
| 2017-01-12 |
update person_title Amanda Brandon: Administrative Assistant Analyst / Atlanta; Administrative Assistant; Analyst; Member of the Research Team => Administrative Assistant Analyst - Client Specialist / Atlanta; Administrative Assistant Analyst - Client Specialist; Member of the Research Team |
| 2017-01-12 |
update person_title Barrett Karvis: Vice President of Business Administration; Vice President - Business Administration / Atlanta; Member of the Research Team => Chief Operating Officer of Business Administration; Chief Operating Officer - Business Administration / Atlanta; Member of the Research Team |
| 2017-01-12 |
update person_title Elizabeth Mackie: Director and Member of the Research Team; Director - Research / Tampa; Member of the Research Team; Director - Research => Managing Director - Research; Managing Director - Research / Tampa; Member of the Research Team; Managing Director and Member of the Research Team |
| 2017-01-12 |
update person_title Richard Pearce: Associate - Client Specialist; Associate and Client Service Specialist in Edge Capital 's Charlotte; Associate - Client Specialist / Charlotte; Member of the Research Team => Associate - Research / Charlotte; Associate - Research; Associate and Client Service Specialist in Edge Capital 's Charlotte; Member of the Research Team |
| 2016-12-04 |
update person_title Harry Jones: Co - Managing Partner - Research; Co - Managing Partner - Research / Atlanta; Member of the Research Team; Managing Partner => Managing Partner - Research / Atlanta; Managing Partner - Research; Member of the Research Team; Managing Partner |
| 2016-12-04 |
update person_title Will Skeean: Co - Managing Partner - Investment Management Team Chair - Research; Member of the Research Team; Co - Managing Partner - Investment Management Team Chair - Research / Atlanta => Partner - Investment Management Team Chair - Research; Partner - Investment Management Team Chair - Research / Atlanta; Member of the Research Team |
| 2016-11-06 |
update person_description Howell Hollis => Howell Hollis |
| 2016-08-03 |
delete person Hunt Harper |
| 2016-03-03 |
update person_title Brendan Keelan: Vice President - Research Team / Atlanta => Vice President - Research; Member of the Research Team; Vice President - Research / Atlanta |
| 2016-03-03 |
update person_title Dennis Sabo: Managing Director - Research Team / Atlanta; Managing Director of Edge Capital 's Research Team => Managing Director - Research; Managing Director - Research / Atlanta; Member of the Research Team; Managing Director of Edge Capital 's Research Team |
| 2016-03-03 |
update person_title Elizabeth Mackie: Director and Member of the Research Team; Director - Portfolio Manager / Tampa => Director and Member of the Research Team; Director - Research / Tampa; Member of the Research Team; Director - Research |
| 2016-03-03 |
update person_title Harry Jones: Co - Managing Partner - Portfolio Manager / Atlanta; Managing Partner => Co - Managing Partner - Research; Co - Managing Partner - Research / Atlanta; Member of the Research Team; Managing Partner |
| 2016-03-03 |
update person_title Jacobi Padgett: Vice President - Research Team / Atlanta; Vice President With Edge Capital 's Research Team => Vice President - Research; Vice President With Edge Capital 's Research Team; Member of the Research Team; Vice President - Research / Atlanta |
| 2016-03-03 |
update person_title Jimmy Patrick: Senior Investment Advisor; Partner / Charlotte => Senior Investment Advisor; Partner - Senior Investment Advisor / Charlotte; Member of the Research Team; Partner - Senior Investment Advisor |
| 2016-03-03 |
update person_title Kashif Mahmood: Vice President; Vice President - Senior Accountant / Atlanta; Senior Accountant => Vice President; Vice President - Controller; Vice President - Controller / Atlanta; Senior Accountant; Member of the Research Team |
| 2016-03-03 |
update person_title Lacey Turner: Analyst; Analyst - Client Services / Atlanta => Analyst - Client Specialist; Analyst; Member of the Research Team; Analyst - Client Specialist / Atlanta |
| 2016-03-03 |
update person_title Richard Pearce: Associate - Research / Charlotte; Associate and Client Service Specialist in Edge Capital 's Charlotte => Associate - Client Specialist; Associate and Client Service Specialist in Edge Capital 's Charlotte; Associate - Client Specialist / Charlotte; Member of the Research Team |
| 2016-03-03 |
update person_title Stuart Huston: Research Analyst - Research Team / Atlanta => Research Analyst - Research / Atlanta; Research Analyst - Research; Member of the Research Team |
| 2016-03-03 |
update person_title Whit Davis: Managing Director and Member of Edge Capital 's Research Team; Managing Director - Research Team / Atlanta => Managing Director - Research; Managing Director and Member of Edge Capital 's Research Team; Managing Director - Research / Atlanta; Member of the Research Team |
| 2016-03-03 |
update person_title Will Skeean: Co - Managing Partner - Investment Management Team Chair / Atlanta => Co - Managing Partner - Investment Management Team Chair - Research; Member of the Research Team; Co - Managing Partner - Investment Management Team Chair - Research / Atlanta |
| 2016-03-03 |
update person_title William DeButts: Senior Investment Advisor / Atlanta => Partner - Senior Investment Advisor / Atlanta; Member of the Research Team; Partner - Senior Investment Advisor |
| 2016-01-06 |
insert vp Kashif Mahmood |
| 2016-01-06 |
update person_title Amanda Brady: Research Team; Vice President - Client Specialist / Atlanta; Vice President and Client Specialist => Research Team; Director - Client Specialist / Atlanta; Director and Client Specialist |
| 2016-01-06 |
update person_title Jacobi Padgett: Associate With Edge Capital 's Research Team; Associate - Research Team / Atlanta => Vice President - Research Team / Atlanta; Vice President With Edge Capital 's Research Team |
| 2016-01-06 |
update person_title Kashif Mahmood: Senior Accountant / Atlanta; Senior Accountant => Vice President; Vice President - Senior Accountant / Atlanta; Senior Accountant |
| 2016-01-06 |
update person_title Meghan Bynum: Associate With Edge Capital 's Client Service Team; Associate - Client Specialist / Atlanta => Vice President With Edge Capital 's Client Service Team; Vice President - Client Specialist / Atlanta |
| 2016-01-06 |
update person_title Richard Pearce: Analyst and Client Service Specialist in Edge Capital 's Charlotte; Analyst - Research / Charlotte => Associate - Research / Charlotte; Associate and Client Service Specialist in Edge Capital 's Charlotte |
| 2016-01-06 |
update person_title Rick Floress: Director - Chief Compliance Officer / Atlanta; Advisory Council => Advisory Council; Managing Director - Chief Compliance Officer / Atlanta |
| 2016-01-06 |
update person_title Whit Davis: Director and Member of Edge Capital 's Research Team; Director - Research Team / Atlanta => Managing Director and Member of Edge Capital 's Research Team; Managing Director - Research Team / Atlanta |
| 2015-12-06 |
insert person Stuart Huston |
| 2015-09-16 |
delete person B Gottwald |
| 2015-08-19 |
insert person Amanda Brandon |
| 2015-08-19 |
insert person Barrett Karvis |
| 2015-08-19 |
insert person Howell Hollis |
| 2015-04-05 |
insert person Ginger Dorsett |
| 2015-03-04 |
delete person Ashley DeArman |
| 2014-12-26 |
insert person B Gottwald |
| 2014-12-26 |
update person_title Brendan Keelan: Associate - Research Team / Atlanta => Vice President - Research Team / Atlanta |
| 2014-12-26 |
update person_title Dennis Sabo: Director - Research Team / Atlanta; Director of Edge Capital 's Research Team => Managing Director - Research Team / Atlanta; Managing Director of Edge Capital 's Research Team |
| 2014-12-26 |
update person_title Hunt Harper: Vice President - Investment Advisor / Houston; Vice President and Senior Investment Advisor => Director and Senior Investment Advisor; Director - Senior Investment Advisor / Houston |
| 2014-11-21 |
insert person William DeButts |
| 2014-08-01 |
delete vp MARY BRITTINGHAM |
| 2014-08-01 |
insert svp MARY BRITTINGHAM |
| 2014-08-01 |
update person_title MARY BRITTINGHAM: Vice President => Senior Vice President |
| 2014-04-27 |
insert person RICHARD PEARCE |
| 2014-03-01 |
delete person PAIGE I. JOHNSON |
| 2013-12-29 |
insert vp CHRISTIE CROUCH |
| 2013-12-29 |
update person_title CHRISTIE CROUCH: Associate => Vice President |
| 2013-12-01 |
insert person LACEY TURNER |
| 2013-12-01 |
insert person MEGHAN BYNUM |
| 2013-09-07 |
delete person ANDREW C. KNORR |
| 2013-08-10 |
delete otherexecutives NOEL M. BARNES |
| 2013-08-10 |
delete person NOEL M. BARNES |
| 2013-08-10 |
insert person KASHIF MAHMOOD |