| Date | Description |
|---|
| 2024-04-13 |
insert person Heather Steward |
| 2022-11-16 |
delete otherexecutives Ken Stein |
| 2022-11-16 |
delete person Ken Stein |
| 2022-11-16 |
update person_description Jason Bodner => Jason Bodner |
| 2020-03-03 |
update person_description Jason Bodner => Jason Bodner |
| 2019-10-03 |
delete person James O'Leary |
| 2019-10-03 |
delete person Peter Nicolas |
| 2019-05-14 |
update person_description Peter Nicolas => Peter Nicolas |
| 2019-05-14 |
update person_title Peter Nicolas: Marketing & Client Services; Regional Consultant / Senior Vice President; Senior Vice President / Regional Consultant; Senior Vice President and Regional Consultant => Regional Consultant / Senior Vice President |
| 2019-04-12 |
delete managingdirector John Coyle |
| 2019-04-12 |
delete person John Coyle |
| 2018-10-16 |
delete person Peter Burchfield |
| 2018-10-16 |
update person_title Tanya Alexander: Compliance Consultant => Compliance Director |
| 2017-12-14 |
update person_title Peter Burchfield: Institutional Director => Institutional Consultant |
| 2017-11-08 |
delete person Cheryl Czyz |
| 2017-11-08 |
insert person Margaret Barton |
| 2017-10-10 |
update person_title Ivan Martchev: Investment Specialist; Investment Specialist With => Investment Strategist; Investment Strategist With |
| 2017-10-10 |
update person_title Tanya Alexander: Director of Compliance => Compliance Consultant |
| 2017-08-27 |
delete otherexecutives Tanya Alexander |
| 2017-08-27 |
insert otherexecutives Thomas "Tom" Donnelly |
| 2017-08-27 |
delete person Andrew Harris |
| 2017-08-27 |
delete person Brent Farber |
| 2017-08-27 |
delete person David Kornhauser |
| 2017-08-27 |
delete person Keith Basso |
| 2017-08-27 |
delete person Ole Dial |
| 2017-08-27 |
delete person Phillip Mitteldorf |
| 2017-08-27 |
delete person Seth Lee |
| 2017-08-27 |
delete person Shelby Abart |
| 2017-08-27 |
insert person Clayton Kornhauser |
| 2017-08-27 |
insert person Jason Bodner |
| 2017-08-27 |
insert person Thomas "Tom" Donnelly |
| 2017-08-27 |
update person_title Tanya Alexander: Chief Compliance Officer => Director of Compliance |
| 2016-07-02 |
delete otherexecutives Jane Hunt |
| 2016-07-02 |
insert otherexecutives Brendon Williams |
| 2016-07-02 |
insert otherexecutives Bryan Perry |
| 2016-07-02 |
insert otherexecutives Jim Mc Garry |
| 2016-07-02 |
insert otherexecutives Ken Stein |
| 2016-07-02 |
insert otherexecutives Robert Funk |
| 2016-07-02 |
insert person Brendon Williams |
| 2016-07-02 |
insert person Bryan Perry |
| 2016-07-02 |
insert person Jim Mc Garry |
| 2016-07-02 |
insert person Ken Stein |
| 2016-07-02 |
insert person Robert Funk |
| 2016-07-02 |
update person_description Cheryl Czyz => Cheryl Czyz |
| 2016-07-02 |
update person_description Michael J. Borgen => Michael J. Borgen |
| 2016-07-02 |
update person_title Cheryl Czyz: Marketing Associate => Vice - President of Private Client Services; Marketing Associate |
| 2016-07-02 |
update person_title Jane Hunt: in 1994 As a Mutual Funds Sales Representative; Art Director => in 1994 As a Mutual Funds Sales Representative; Director of Marketing and Design |
| 2016-07-02 |
update person_title Shelby Abart: Operations Specialist; New Account Operations Specialist => Operations Specialist / Compliance Manager; New Account Operations Specialist |
| 2015-09-12 |
insert otherexecutives Tanya Alexander |
| 2015-09-12 |
delete person Kelli Howe |
| 2015-09-12 |
insert person Tanya Alexander |
| 2015-09-12 |
update person_title Andrew Harris: Marketing & Client Services; Chartered Market Technician; Regional Consultant - Central Region Vice President National Sales; VP National Sales => Marketing & Client Services; Chartered Market Technician; VP National Sales; Regional Consultant - Pac North / Central / Vice President National Sales |
| 2015-09-12 |
update person_title Seth Lee: VP, Regional Consultant; Regional Consultant - Mountain West / Vice President; in 2011 As a Marketing Associate => VP, Regional Consultant; Regional Consultant - Mountain West / Mid West / Vice President; in 2011 As a Marketing Associate |
| 2015-08-14 |
delete person Phillip Mittledorf |
| 2015-08-14 |
update person_description Kelli Howe => Kelli Howe |
| 2015-08-14 |
update person_title Kelli Howe: VP, Regional Consultant; Regional Consultant - Pac North / Vice President; New Accounts Representative => Regional Consultant - Pac North / Vice President |
| 2015-06-15 |
delete coo Arjen Kuyper |
| 2015-06-15 |
delete otherexecutives Arjen Kuyper |
| 2015-06-15 |
delete president Arjen Kuyper |
| 2015-06-15 |
delete person Arjen Kuyper |
| 2015-04-20 |
update person_description Shelby Abart => Shelby Abart |
| 2015-03-23 |
delete person Lori Bernardi |
| 2015-03-23 |
delete person Traci Sinclair |
| 2014-11-11 |
insert person David Kornhauser |
| 2014-11-11 |
update person_title Andrew Harris: Marketing & Client Services; Chartered Market Technician; VP National Sales => Marketing & Client Services; Chartered Market Technician; Regional Consultant - Central Region Vice President National Sales; VP National Sales |
| 2014-08-18 |
update person_description Traci Sinclair IACCP => Traci Sinclair |
| 2014-07-13 |
insert person Andrew Harris |
| 2014-05-06 |
update person_title Peter Burchfield: in 2003 As a Regional Director of Institutional Sales; Institutional Regional Director => Institutional Director, National Accounts Manager; in 2003 As a Regional Director of Institutional Sales; Institutional Regional Director |
| 2014-03-31 |
update person_title Michael Garaventa: null => Member of the Portfolio Management Team; Portfolio Manager |
| 2014-01-30 |
delete person Steve O'Brien |
| 2013-09-11 |
update person_title Kelli Howe: VP, Regional Consultant; Regional Consultant - Pac North; New Accounts Representative; Marketing Associate => VP Sales; VP, Regional Consultant; Regional Consultant - Pac North; New Accounts Representative |
| 2013-07-03 |
delete person John Ranft, Sr. |
| 2013-07-03 |
update person_title Seth Lee: INTERNAL MARKETING ASSOCIATES; in 2011 As a Marketing Associate; Marketing Associate => VP, Regional Consultant; Regional Consultant - Mtn West / Vice President; Regional Consultant - Mountain West / Vice President; in 2011 As a Marketing Associate |
| 2013-04-08 |
insert ceo John Coyle |
| 2013-04-08 |
insert otherexecutives Jane Hunt |
| 2013-04-08 |
insert person Jane Hunt |
| 2013-04-08 |
insert person John Coyle |
| 2013-04-08 |
insert person Lori Bernardi |
| 2013-04-08 |
update person_description Steve O'Brien |
| 2013-04-08 |
update person_title Phillip Mitteldorf |