RICHARD BERNSTEIN ADVISORS - History of Changes


DateDescription
2023-02-08 update person_title Joe Crimaldi: Manager, Internal Sales Specialist => Portfolio Specialist
2021-12-13 delete person Daniel Walsh
2021-12-13 delete person Tammie Marshall
2021-12-13 insert person Caitlyn Grande
2021-12-13 insert person Melissa Nenninger
2021-12-13 insert person Vincenzo Fratto
2021-08-18 delete otherexecutives Terrance R. Ober
2021-08-18 insert person Peter Cutone
2021-08-18 update person_description Terrance R. Ober => Terrance R. Ober
2021-08-18 update person_title Terrance R. Ober: National Director - Portfolio Specialists Group; National Director => National Sales Director - Portfolio Specialists Group; National Sales Director With Richard Bernstein Advisors
2021-06-14 delete person Sadie Brubaker
2021-06-14 insert person Tammie Marshall
2021-04-19 insert person Bob Tisler
2021-04-19 insert person Kevin Moran
2021-01-25 update person_description Katherine Gross => Katherine Gross
2020-09-23 insert person Michael Contopoulos
2020-07-13 delete cmo Jordan Rosen
2020-07-13 update person_title Amanda Pothin: Marketing Associate; Associate for Richard Bernstein Advisors LLC => Digital Marketing and Media Manager for Richard Bernstein Advisors LLC
2020-07-13 update person_title Jordan Rosen: for Media Inquiries, Please Contact; Director of Marketing; Director of Marketing for Richard Bernstein Advisors LLC => for Media Inquiries, Please Contact; Director of Product Marketing and Support
2020-05-06 insert person Daniel Walsh
2019-12-05 update person_description Katherine Gross => Katherine Gross
2019-12-05 update person_title Katherine Gross: Internal Sales Specialist for Richard Bernstein Advisors LLC => Strategic Accounts Specialist for Richard Bernstein Advisors
2019-10-05 insert person Joyce Pang
2019-09-05 insert person Justin Laurienzo
2019-07-06 insert person Joe Crimaldi
2019-02-25 insert person Sean Gillooley
2019-02-25 update person_title Henry Timmons: Senior Quantitative Analyst; Analyst at Richard Bernstein Advisors LLC => Director of ETFs; Director of ETFs at Richard Bernstein Advisors LLC
2019-02-25 update person_title Matthew R. Poterba: Analyst at Richard Bernstein Advisors LLC; Analyst => Senior Analyst at Richard Bernstein Advisors LLC; Senior Analyst
2018-12-21 insert person Amanda Pothin
2018-10-27 update person_description Vince Scozzari => Vincent Scozzari
2018-06-30 insert person Dan Suzuki
2018-06-30 insert person Vince Scozzari
2018-03-30 delete person Stacy Hendler
2018-03-30 insert person Nicholas Holtzman
2018-03-30 update person_description Barbara Tarbel => Barbara Tarbel
2018-02-10 delete person Joseph Zidle
2018-02-10 insert person Michael Quinn
2017-11-14 insert person Sadie Brubaker
2017-08-04 delete person Laini Luna
2017-08-04 insert person Evan Zlotnick
2017-03-20 update person_description Matthew R. Poterba => Matthew R. Poterba
2017-02-05 insert person Bill Eismann
2016-10-05 delete person Andrew S. Lakind
2016-08-05 insert person Katherine Gross
2016-06-25 update person_description Matthew R. Poterba => Matthew R. Poterba
2016-01-26 insert cmo Jordan Rosen
2016-01-26 insert otherexecutives Philip Goldfarb
2016-01-26 insert otherexecutives Terrance R. Ober
2016-01-26 update person_title Jordan Rosen: Marketing Associate => Director of Marketing
2016-01-26 update person_title Matthew Griswold: Director of Investments => Director of Investments; Director of Investments at Richard Bernstein Advisors LLC
2016-01-26 update person_title Philip Goldfarb: Senior Trader => Director of Trading; Director
2016-01-26 update person_title Terrance R. Ober: Regional Investment Specialist With Richard Bernstein Advisors; Portfolio Specialist => National Director - Portfolio Specialists Group; National Director
2015-06-07 delete person Suzanne M. Crosby
2015-04-08 insert person Timothy Kuhn
2015-02-08 delete otherexecutives Charles R. Simon
2015-02-08 delete person Charles R. Simon
2015-02-08 insert person Laini Luna
2015-02-08 update person_title Lisa Kirschner: Director of Resarch; Director of Research => Director of Research
2015-01-11 delete person Michael A. Scott
2015-01-11 update person_title Lisa Kirschner: Director of Resesarch; Director of Research => Director of Resarch; Director of Research
2014-10-06 insert person Philip Goldfarb
2014-10-06 insert person Stacy Hendler
2014-04-17 insert person Matthew R. Poterba
2014-03-13 insert otherexecutives Lisa Kirschner
2014-03-13 insert person Andrew S. Lakind
2014-03-13 update person_title Lisa Kirschner: Director of Resesarch => Director of Research
2014-03-13 update person_title Terrance R. Ober: Regional Investment Specialist => Portfolio Specialist
2014-01-14 delete otherexecutives John J. McCombe
2014-01-14 delete president John J. McCombe
2014-01-14 insert cfo Barbara Tarbel
2014-01-14 insert person Suzanne M. Crosby
2014-01-14 update person_title Barbara Tarbel: Controller - Client / Media Relations Manager => Chief Financial Officer
2014-01-14 update person_title John J. McCombe: President; Director of Sales & Marketing => President and Director of Distribution
2014-01-14 update person_title Lisa Kirschner: Senior Research Analyst => Director of Resesarch
2013-11-19 insert cmo Maria E. Riggi
2013-11-19 insert person Maria E. Riggi
2013-10-22 insert person Terrance R. Ober
2013-05-30 delete person Barbara Tomasulo
2013-05-30 update person_title Barbara Tarbel: null => Controller - Client / Media Relations Manager