RPG FAMILY WEALTH ADVISORY - History of Changes


DateDescription
2022-04-18 update person_title Robert D. McCauley: Chief Financial Officer => Chief Financial Officer; Chief Compliance Officer
2020-07-10 delete person Adam R. Hull
2020-07-10 delete person Andrew Reinking
2020-07-10 delete person Christopher S. Jensen
2020-07-10 delete person Hugh P. Maginnis
2020-07-10 delete person Jason A. McGinty
2020-07-10 delete person Sharon Figaro
2020-05-04 delete otherexecutives Jason A. McGinty
2020-05-04 update person_title Jason A. McGinty: Senior Portfolio Manager; Founding Partner; Member of the Investment Committee; Partner => Senior Portfolio Manager; Partner
2019-01-16 update person_description Ben Zimmer => Ben Zimmer
2017-12-30 update person_description Mariann C. Dube => Mariann C. Dube
2017-03-15 delete person Andrew Rienking
2016-04-29 insert person Jason A. McGinty
2016-02-12 delete person Mitche Our
2016-01-14 delete person Andrew Reinking
2016-01-14 insert person Andrew Rienking
2016-01-14 insert person Mitche Our
2015-07-14 delete coo Christopher S. Jensen
2015-07-14 delete managingdirector Hugh P. Maginnis
2015-07-14 insert cfo Robert D. McCauley
2015-07-14 insert otherexecutives Brandon Lamb
2015-07-14 insert person Andrew Reinking
2015-07-14 insert person Brandon Lamb
2015-07-14 update person_description Adam R. Hull => Adam R. Hull
2015-07-14 update person_description Christopher S. Jensen => Christopher S. Jensen
2015-07-14 update person_description Mariann C. Dube => Mariann C. Dube
2015-07-14 update person_description Sharon Figaro => Sharon Figaro
2015-07-14 update person_title Christopher S. Jensen: Chief Operating Officer; Member of the EXECUTIVES Team; Partner => in 2010 As a Founding Partner; Founding Partner; Member of the EXECUTIVES Team
2015-07-14 update person_title David M. Gatti: Chief Investment Officer; Member of the EXECUTIVES Team; Partner; Chief Executive Officer => in 2011 As Chief Executive Officer, Chief Investment Officer; Founding Partner; Chief Investment Officer; Member of the EXECUTIVES Team; Chief Executive Officer
2015-07-14 update person_title Hugh P. Maginnis: ADVISOR; Managing Director; Partner => ADVISOR; Partner
2015-07-14 update person_title Mariann C. Dube: Director of Administration => Chief Administrative Officer
2015-07-14 update person_title Robert D. McCauley: Director of Accounting & Technology; Member of the EXECUTIVES Team => Chief Financial Officer; Member of the EXECUTIVES Team
2015-06-15 insert person Deborah B. Friend
2015-06-15 insert person John X. Donabedian
2015-06-15 insert person Mitchell A. Goldfeld, II
2015-06-15 insert person William T. Eaton, II
2014-07-04 delete person Corinne Moccia-Cunha
2014-07-04 delete person Donald P. Brusca
2014-07-04 delete person J. Brett Valde
2014-07-04 delete person Stacy Bazylinski
2014-07-04 delete person Travis A.Tucker