SCS FINANCIAL - History of Changes


DateDescription
2025-03-24 delete email de..@scsfinancial.com
2025-03-24 delete person Jonathan Walsh
2025-03-24 insert address Suite 210 Portsmouth, NH 03801
2025-03-24 insert email ap..@scsfinancial.com
2025-03-24 insert person Alex Cote
2025-03-24 insert person Andrew Gauthier
2025-03-24 insert person Bryan Simone
2025-03-24 insert person Colleen Heon
2025-03-24 insert person Danny Sun
2025-03-24 insert person Jennifer Hughes
2025-03-24 insert person Joe Chase
2025-03-24 insert person Kyle Lagerquist
2025-03-24 insert person Matthew Kreger
2025-03-24 insert person Patrick O'Donnell
2025-03-24 insert person Stephanie Meagher
2025-03-24 insert person Tim Sullivan
2025-02-20 delete otherexecutives Dana Hughes
2025-02-20 insert president Will Skeean
2025-02-20 insert address 1328 Forrest Park Drive Nashville, TN 37205
2025-02-20 insert address 1700 South MacDill Avenue Suite 220 Tampa, FL 33629
2025-02-20 insert address 200 S. College Street Suite 1520 Charlotte, NC 28202
2025-02-20 insert address 300 W Vine Street Suite 2200 Lexington, KY 40507
2025-02-20 insert address 3333 Riverwood Pkwy. Suite 350 Atlanta, GA 30339
2025-02-20 insert address 3811 Turtle Creek Blvd. Suite 1225 Dallas, TX 75219
2025-02-20 insert person Amanda Henry
2025-02-20 insert person Amy Tierney
2025-02-20 insert person Ann Claire Lathem
2025-02-20 insert person Ansel L. Davis
2025-02-20 insert person Barrett Karvis
2025-02-20 insert person Bradley Williams
2025-02-20 insert person Dennis Sabo
2025-02-20 insert person Elizabeth Mackie
2025-02-20 insert person Jake Baker
2025-02-20 insert person Kendrick Mattox
2025-02-20 insert person Paul Robertson, III
2025-02-20 insert person Will Skeean
2025-02-20 insert person Zaki Colabawala
2025-02-20 update person_title Andy Duval: Vice President - Client & Advisor Services => Director - Operations & Analytics
2025-02-20 update person_title Caroline Knuff: Director - Private Client Group => Managing Director - Private Client Group
2025-02-20 update person_title Dana Hughes: Vice President of Technology; Vice President - Technology => Director - Operations & Analytics
2025-02-20 update person_title Melissa Schneberger: Managing Director - People & Culture => Chief Talent Officer - People & Culture
2025-02-20 update person_title Steven Michelsen: Vice President - Technology => Director - Technology
2025-02-20 update person_title Tyson Shelby: Vice President - Client & Advisor Services => Director - Operations & Analytics
2025-01-19 delete alias SCS Financial Group
2025-01-19 insert about_pages_linkeddomain focuspartners.com
2025-01-19 insert contact_pages_linkeddomain focuspartners.com
2025-01-19 insert index_pages_linkeddomain focuspartners.com
2025-01-19 insert management_pages_linkeddomain focuspartners.com
2025-01-19 insert person Adrienne Penta
2025-01-19 insert service_pages_linkeddomain focuspartners.com
2025-01-19 insert terms_pages_linkeddomain focuspartners.com
2024-11-17 delete address 780 Third Avenue New York, NY 10017
2024-11-17 delete address 888 Boylston Street Boston, MA 02199
2024-11-17 insert address 515 N Flagler Drive Suite 1900 West Palm Beach, FL 33401
2024-11-17 insert address 780 Third Avenue Suite 4801 New York, NY 10017
2024-11-17 insert address 888 Boylston Street Suite 1010 Boston, MA 02199
2024-11-17 insert person Amanda Orent
2024-11-17 update person_title Barrett Holden: Director - SCS Investment Partners => Director - Focus Investment Partners
2024-11-17 update primary_contact 888 Boylston Street Boston, MA 02199 => 888 Boylston Street Suite 1010 Boston, MA 02199
2024-09-15 delete person Brad Smith
2024-09-15 insert person Pamela Halter
2024-09-15 update person_title Peter C. Lacaillade: Managing Director - Private Investments => Chief Investment Officer of Private Investments
2024-07-13 delete ceo Antony J. Abbiati
2024-07-13 delete founder Antony J. Abbiati
2024-07-13 insert ceo Tony Abbiati
2024-07-13 insert chiefinvestmentofficer Lane MacDonald
2024-07-13 insert founder Tony Abbiati
2024-07-13 delete about_pages_linkeddomain rippling-ats.com
2024-07-13 delete contact_pages_linkeddomain rippling-ats.com
2024-07-13 delete index_pages_linkeddomain rippling-ats.com
2024-07-13 delete management_pages_linkeddomain rippling-ats.com
2024-07-13 delete person Antony J. Abbiati
2024-07-13 delete service_pages_linkeddomain rippling-ats.com
2024-07-13 delete terms_pages_linkeddomain rippling-ats.com
2024-07-13 insert about_pages_linkeddomain greenhouse.io
2024-07-13 insert index_pages_linkeddomain greenhouse.io
2024-07-13 insert person Alexander Gleeson
2024-07-13 insert person Andy Janfaza
2024-07-13 insert person Clare Harker
2024-07-13 insert person Lane MacDonald
2024-07-13 insert person Tony Abbiati
2024-07-13 insert service_pages_linkeddomain greenhouse.io
2024-07-13 insert terms_pages_linkeddomain greenhouse.io
2024-07-13 update person_description Steven Michelsen => Steven Michelsen
2024-06-09 insert person Tyler Manista
2024-06-09 insert person Tyson Shelby
2024-04-14 delete chiefinvestmentofficer Steve Oristaglio
2024-04-14 delete person Steve Oristaglio
2024-04-14 insert person Elias Katsikis
2024-04-14 insert person Joe Boardman
2024-04-14 insert person Mary Duffy
2024-04-14 insert person Mike Trethewey
2024-04-14 insert person Ryan Tetrault
2024-04-14 insert person Stuart Hersh
2024-04-14 insert person Timothy Connor
2024-03-13 delete vp Yiho Yiu
2024-03-13 insert otherexecutives Yiho Yiu
2024-03-13 delete person Kristin Meehan
2024-03-13 delete person William C. Walser
2024-03-13 update person_description Adam Worrall => Adam Worrall
2024-03-13 update person_description Marcelo Vedovatto => Marcelo Vedovatto
2024-03-13 update person_title Adam Worrall: Vice President - Investment Analytics => Director - Investment Analytics
2024-03-13 update person_title Alexander Yuzhakov: Vice President - Technology => Director - Technology
2024-03-13 update person_title Barrett Holden: Vice President - SCS Investment Partners => Director - SCS Investment Partners
2024-03-13 update person_title Brian Blanchard: Director - Private Client Group => Managing Director - Private Client Group
2024-03-13 update person_title Christine Estes: Director - Project Management => Chief of Staff - Operations & Analytics
2024-03-13 update person_title Douglas R. Ederle: Co - Founder, Co - Head - Private Client Group, Managing Director => Co - Founder, Managing Director - Private Client Group
2024-03-13 update person_title Kathleen Longo: Vice President - Private Client Group => Director - Private Client Group
2024-03-13 update person_title Kelle Burbank: in 2020 As Director of Operations & Analytics; Director - Operations => Managing Director - Operations
2024-03-13 update person_title Kerry Mittelholzer: Vice President - Private Client Group; Vice President - Portfolio Advisory => Director - Private Client Group; Director - Portfolio Advisory
2024-03-13 update person_title Kyle Spalding: Director - Private Investments => Managing Director - Private Investments
2024-03-13 update person_title Mike Chu: Vice President - Public Equity => Director - Public Investments
2024-03-13 update person_title Nick Sharis: Director - Private Client Group => Managing Director - Private Client Group
2024-03-13 update person_title Ryan Edmands: Director - Information Technology => Managing Director - Information Technology
2024-03-13 update person_title Sam Martin: Director - Hedge Funds => Director - Public Investments
2024-03-13 update person_title Yiho Yiu: Vice President => Director
2023-07-17 update person_description Kyle Spalding => Kyle Spalding
2023-07-17 update person_title Adam Worrall: Vice President - Alternative Investment Servicing => Vice President - Investment Analytics
2023-07-17 update person_title Andy Duval: Vice President - Operations and Analytics => Vice President - Client & Advisor Services
2023-07-17 update person_title Christine Estes: Director - Operations & Analytics => Director - Project Management
2023-07-17 update person_title Evan Karagianis: Vice President - Operations & Analytics; Vice President - Operation & Analytics => Vice President - Client & Advisor Services
2023-07-17 update person_title Jacqueline Cahill: Managing Director - SCS Investment Partners; Vice President - Operations & Analytics => Managing Director - SCS Investment Partners; Vice President - Project Management
2023-07-17 update person_title Kelle Burbank: Director - Operations & Analytics; in 2020 As Director of Operations & Analytics => in 2020 As Director of Operations & Analytics; Director - Operations
2023-07-17 update person_title Michael Sweeny: Managing Director - Hedge Funds => Managing Director - Client Portfolio Management
2023-04-02 delete chiefinvestmentofficer Pam Peedin
2023-04-02 delete president Pam Peedin
2023-04-02 insert chiefinvestmentofficer Steve Oristaglio
2023-04-02 delete person Pam Peedin
2023-04-02 insert person Alden Reed
2023-04-02 update person_title Steve Oristaglio: Vice Chairman => Vice President - Operations and Analytics; Chief Investment Officer
2023-03-01 insert otherexecutives Dana Hughes
2023-03-01 insert person Barrett Holden
2023-03-01 insert person Christine Estes
2023-03-01 insert person Dana Hughes
2023-03-01 insert person Eric Budden
2023-03-01 insert person Evan Karagianis
2023-03-01 insert person Gerry Burke
2023-03-01 insert person Justin Harnett
2022-11-25 delete address 9777 Wilshire Blvd Beverly Hills, CA 90212
2022-11-25 insert address 1900 Avenue of the Stars Suite 2450 Los Angeles, CA 90067
2022-09-23 delete person David Mieczkowski
2022-09-23 insert person Diogo Pereira
2022-05-20 delete address 919 Third Avenue New York, NY 10022
2022-05-20 delete person Brian T. Brandt
2022-05-20 delete person Will Case
2022-05-20 insert about_pages_linkeddomain addepar.com
2022-05-20 insert address 780 Third Avenue New York, NY 10017
2022-05-20 insert contact_pages_linkeddomain addepar.com
2022-05-20 insert contact_pages_linkeddomain greenhouse.io
2022-05-20 insert index_pages_linkeddomain addepar.com
2022-05-20 insert management_pages_linkeddomain addepar.com
2022-05-20 insert management_pages_linkeddomain greenhouse.io
2022-05-20 insert person Mark Murphy
2022-05-20 insert person Ryan O'Connell
2022-05-20 insert person Steven Michelsen
2022-05-20 insert service_pages_linkeddomain addepar.com
2022-05-20 insert terms_pages_linkeddomain addepar.com
2022-05-20 update person_description Allison Gulman => Allison Gulman
2022-05-20 update person_description Marcelo Vedovatto => Marcelo Vedovatto
2022-05-20 update person_title Adam Worrall: Vice President - Operations & Analytics => Vice President - Alternative Investment Servicing
2022-05-20 update person_title Kyle Spalding: Vice President - Private Investments => Director - Private Investments
2022-05-20 update person_title Michael Hassett: Vice President - Private Client Group => Managing Director - Private Client Group
2022-05-20 update person_title Steve Oristaglio: Director - Public Equity; Public Equity; President; Chief Investment Officer => Vice Chairman; President; Chief Investment Officer
2021-12-11 delete person Michael Sweeney
2021-12-11 insert person Adam Worrall
2021-12-11 insert person Andy Duval
2021-12-11 insert person Caroline Knuff
2021-12-11 insert person Kelle Burbank
2021-12-11 insert person Kerry Mittelholzer
2021-12-11 update person_description Colin Campbell => Colin Campbell
2021-09-15 insert address 10 Memorial Boulevard Suite 1003 Providence, RI 02903
2021-09-15 insert person Michael Sweeney
2021-09-15 update person_description Kevin Brady => Kevin Brady
2021-08-15 update person_title Ryan Ederle: Vice President - Private Client Group => Staff Member
2021-06-13 insert about_pages_linkeddomain rippling-ats.com
2021-06-13 insert contact_pages_linkeddomain rippling-ats.com
2021-06-13 insert index_pages_linkeddomain rippling-ats.com
2021-06-13 insert management_pages_linkeddomain rippling-ats.com
2021-06-13 insert service_pages_linkeddomain rippling-ats.com
2021-06-13 insert terms_pages_linkeddomain rippling-ats.com
2021-04-18 delete vp Alexander Yuzhakov
2021-04-18 delete vp Jacqueline Cahill
2021-04-18 insert email sc..@scsfinancial.com
2021-04-18 insert person Heather Crosby
2021-04-18 insert person Kathleen Longo
2021-04-18 insert person Michael Sweeny
2021-04-18 insert person Mike Chu
2021-04-18 insert person Ryan Ederle
2021-04-18 update person_title Alexander Yuzhakov: Vice President => Vice President - Technology
2021-04-18 update person_title Jacqueline Cahill: Managing Director - Hedge Fund Portfolio Manager; Vice President; Hedge Funds => Vice President - Operations & Analytics; VP, Controller - Finance & Risk Management
2021-04-18 update person_title Melissa Schneberger: Vice President - Investments; Managing Director of Human Resources => Managing Director of Human Resources; Vice President - Investment Operations; Managing Director - People & Culture
2021-02-25 insert vp Jacqueline Cahill
2021-02-25 insert vp Michael Hassett
2021-02-25 delete person Jocelyn Schwartz
2021-02-25 insert person Jacqueline Cahill
2021-02-25 insert person Michael Hassett
2021-02-25 insert person Ryan Edmands
2021-01-24 delete cfo Joseph McCuine
2021-01-24 delete cfo Mike Parker
2021-01-24 insert vp Kristin Meehan
2021-01-24 delete person Joseph McCuine
2021-01-24 delete person Mike Parker
2021-01-24 insert person Alanna Paiva
2021-01-24 insert person Kristin Meehan
2021-01-24 update person_description David Mieczkowski => David Mieczkowski
2021-01-24 update person_title Alice D. Burley: Director - Private Client Group => Managing Director - Private Client Group
2020-07-15 delete person Christopher Wilde
2020-05-15 update person_description Laura McDonough => Laura McDonough
2020-03-15 delete otherexecutives Patrick Murphy
2020-03-15 delete person Patrick Murphy
2020-03-15 insert associated_investor Atlas Venture
2020-03-15 insert person John Homan
2020-03-15 update person_description Peter C. Lacaillade => Peter C. Lacaillade
2020-03-15 update person_description Stephen Carlson => Stephen Carlson
2020-03-15 update person_description William C. Walser => William C. Walser
2020-02-14 insert vp Alexander Yuzhakov
2020-02-14 delete person Laura M. Tuttle
2020-02-14 insert person Alexander Yuzhakov
2020-02-14 insert person John DiOrio
2020-02-14 insert person Kyle Spalding
2020-02-14 update person_description Christopher Wilde => Christopher Wilde
2020-02-14 update person_description Marcelo Vedovatto => Marcelo Vedovatto
2020-01-10 delete chro Melissa Schneberger
2020-01-10 update person_title Allison Gulman: Vice President - Private Client Group => Director - Private Client Group
2020-01-10 update person_title John Fox: Director - Private Client Group => Managing Director - Private Client Group
2020-01-10 update person_title Melissa Schneberger: Director of Human Resources => Managing Director of Human Resources
2020-01-10 update person_title Sam Martin: Vice President - Hedge Funds => Director - Hedge Funds
2019-11-09 delete person Joshua Peabody
2019-10-10 delete ceo Peter H. Mattoon
2019-10-10 delete founder Peter H. Mattoon
2019-10-10 insert ceo Antony J. Abbiati
2019-10-10 insert founder Antony J. Abbiati
2019-10-10 delete person Brandon Tobin
2019-10-10 update person_description Antony J. Abbiati => Antony J. Abbiati
2019-10-10 update person_description Laura McDonough => Laura McDonough
2019-10-10 update person_title Antony J. Abbiati: Co - Founder, Co - Head - Private Client Group, Managing Director => Co - Founder; CEO
2019-10-10 update person_title Peter H. Mattoon: Chairman; Co - Founder; CEO => Executive Chairman
2019-04-09 delete source_ip 173.233.87.156
2019-04-09 insert source_ip 104.129.170.50
2019-03-04 delete investorrelations_emails ir@scsfinancial.com
2019-03-04 insert chiefinvestmentofficer Steve Oristaglio
2019-03-04 insert president Steve Oristaglio
2019-03-04 delete email ir@scsfinancial.com
2019-03-04 delete person Kenneth A. Minklei
2019-03-04 delete person Pamela Perskie
2019-03-04 insert address 9777 Wilshire Blvd Beverly Hills, CA 90212
2019-03-04 insert email sc..@scsfinancial.com
2019-03-04 insert person Matthew Badavas
2019-03-04 update person_description Stephen Carlson => Stephen Carlson
2019-03-04 update person_description Steve Oristaglio => Steve Oristaglio
2019-03-04 update person_title Steve Oristaglio: Vice President - Private Client Group; President & Co - Chief Investment Officer => President; Chief Investment Officer
2019-01-30 insert otherexecutives Patrick Murphy
2019-01-30 insert person Brandon Tobin
2019-01-30 insert person Brett Murdock
2019-01-30 insert person Patrick Murphy
2018-12-26 update person_title Brian Blanchard: Vice President - Private Client Group => Director - Private Client Group
2018-12-26 update person_title Nick Sharis: Vice President - Private Client Group => Director - Private Client Group
2018-11-06 insert person Laura M. Tuttle
2018-08-26 insert chro Melissa Schneberger
2018-08-26 delete email sf..@scsfinancial.com
2018-08-26 insert email ea@scsfinancial.com
2018-08-26 insert person Rory Wilfork
2018-08-26 update person_description Melissa Schneberger => Melissa Schneberger
2018-08-26 update person_title Melissa Schneberger: Investments COO; Director - Investments => Director of Human Resources
2018-07-13 delete vp Katie Moschella
2018-07-13 delete person Katie Moschella
2018-07-13 delete person Zani Doumbia
2018-05-28 update person_description Antony J. Abbiati => Antony J. Abbiati
2018-05-28 update person_description Stephen Carlson => Stephen Carlson
2018-04-06 delete source_ip 23.253.23.81
2018-04-06 insert source_ip 173.233.87.156
2018-04-06 update robots_txt_status www.scsfinancial.com: 404 => 200
2017-12-09 delete email ac..@scsfinancial.com
2017-12-09 delete person Colleen MacLeod
2017-12-09 insert email sf..@scsfinancial.com
2017-09-28 delete address One Winthrop Square Boston, MA 02110
2017-09-28 delete email rl..@scsfinancial.com
2017-09-28 insert address 888 Boylston Street Boston, MA 02199
2017-09-28 insert email ac..@scsfinancial.com
2017-09-28 update primary_contact One Winthrop Square Boston, MA 02110 => 888 Boylston Street Boston, MA 02199
2017-08-13 insert otherexecutives JONATHAN WALSH
2017-08-13 insert person Colin Campbell
2017-08-13 insert person JONATHAN WALSH
2017-08-13 insert person Laura McDonough
2017-08-13 update person_description Marcelo Vedovatto => Marcelo Vedovatto
2017-04-29 delete otherexecutives Steve Goff
2017-04-29 delete person Stephen V. Kenney
2017-04-29 update person_description Steve Goff => Steve Goff
2017-04-29 update person_title Steve Goff: Managing Director; Chief Compliance Officer => Managing Director
2016-11-05 insert otherexecutives David Mieczkowski
2016-11-05 insert person Alice D. Burley
2016-11-05 insert person David Mieczkowski
2016-11-05 update person_title Steve Oristaglio: Co - Chief Investment Officer, Managing Director => President & Co - Chief Investment Officer
2016-04-09 delete person Marcelo Vendovato
2016-04-09 insert person Marcelo Vedovatto
2016-04-09 insert person Stephen Carlson
2016-04-09 update person_description Kenneth A. Minklei => Kenneth A. Minklei
2016-04-09 update person_title Kenneth A. Minklei: Co - Chief Investment Officer, Managing Director => Co - Chief Investment Officer
2016-02-21 delete chieflegalofficer Adrian Ketri
2016-02-21 insert otherexecutives Ethan Pride
2016-02-21 delete person Adrian Ketri
2016-02-21 delete person Jeremy Ragus
2016-02-21 insert person Ethan Pride
2016-02-21 insert person Marcelo Vendovato
2016-02-21 update person_description Peter C. Lacaillade => Peter C. Lacaillade
2016-02-21 update person_title Peter C. Lacaillade: Portfolio Manager, Private Equity => Managing Director, Private Investments
2015-10-21 update person_description Colleen MacLeod => Colleen MacLeod
2015-10-21 update person_title Peter C. Lacaillade: Director, Private Equity => Portfolio Manager, Private Equity
2015-09-23 delete email aw..@scsfinancial.com
2015-09-23 insert email rl..@scsfinancial.com
2015-07-29 update person_title Peter C. Lacaillade: Portfolio Manager, Private Equity => Director, Private Equity
2015-05-26 update website_status DomainNotFound => OK
2015-05-26 delete coo Steve Goff
2015-05-26 delete managingdirector Pamela N. Perskie
2015-05-26 insert managingdirector Peter H. Mattoon
2015-05-26 insert managingdirector Steve Goff
2015-05-26 insert otherexecutives John Fox
2015-05-26 delete email ah..@scsfinancial.com
2015-05-26 delete source_ip 50.56.65.9
2015-05-26 insert email aw..@scsfinancial.com
2015-05-26 insert source_ip 23.253.23.81
2015-05-26 update person_description Colleen MacLeod => Colleen MacLeod
2015-05-26 update person_description Peter C. Lacaillade => Peter C. Lacaillade
2015-05-26 update person_description William C. Walser => William C. Walser
2015-05-26 update person_title Antony J. Abbiati: Founder and Senior Client Investment Advisor => Co - Director of the Private Client Group, Managing Director
2015-05-26 update person_title Brian T. Brandt: Senior Client Investment Advisor => Senior Client Investment Advisor, Managing Director
2015-05-26 update person_title Douglas R. Ederle: Founder, Senior Client Investment Advisor and Director of Private Client Group => Co - Director of the Private Client Group, Managing Director
2015-05-26 update person_title Jocelyn Schwartz: Senior Client Investment Advisor => Senior Client Investment Advisor, Director
2015-05-26 update person_title John Fox: Co - Portfolio Manager, Director of Hedge Fund Research => Director; Portfolio Manager
2015-05-26 update person_title Pamela N. Perskie: Managing Director => Senior Client Investment Advisor, Managing Director
2015-05-26 update person_title Peter H. Mattoon: Chairman; Chief Executive Officer => Chairman; Managing Director; Chief Executive Officer
2015-05-26 update person_title Steve Goff: Director of Operations; Chief Compliance Officer => Managing Director; Chief Compliance Officer
2015-05-26 update person_title Steve Oristaglio: President & Co - Chief Investment Officer => Co - Chief Investment Officer, Managing Director
2015-03-31 update website_status OK => DomainNotFound
2014-10-06 delete person Anja Saloranta
2014-06-27 update person_description Adrian Ketri => Adrian Ketri
2014-03-02 update person_description Anja Saloranta => Anja Saloranta
2014-03-02 update person_title Anja Saloranta: Senior Client Investment Advisor => Portfolio Manager
2013-10-08 insert chieflegalofficer Adrian Ketri
2013-10-08 insert coo Steve Goff
2013-10-08 insert otherexecutives Steve Goff
2013-10-08 insert person Adrian Ketri
2013-10-08 insert person John Fox
2013-10-08 insert person Steve Goff
2013-05-20 update person_title Steve Oristaglio: Co - Chief Investment Officer; President & Co - Chief Investment Officer; Staff Member => President & Co - Chief Investment Officer; Staff Member
2013-04-03 delete email el..@scsfinancial.com
2013-04-03 delete person Elias Caleshu
2013-04-03 insert email ah..@scsfinancial.com
2013-04-03 insert person Jocelyn Schwartz