| Date | Description |
|---|
| 2025-03-24 |
delete person Jonathan Walsh |
| 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 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 |
insert person Adrienne Penta |
| 2024-11-17 |
insert person Amanda Orent |
| 2024-11-17 |
update person_title Barrett Holden: Director - SCS Investment Partners => Director - Focus Investment Partners |
| 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 person Antony J. Abbiati |
| 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 |
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 |
| 2022-09-23 |
delete person David Mieczkowski |
| 2022-09-23 |
insert person Diogo Pereira |
| 2022-05-20 |
delete person Brian T. Brandt |
| 2022-05-20 |
delete person Will Case |
| 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 |
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 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 |
| 2021-04-18 |
delete vp Alexander Yuzhakov |
| 2021-04-18 |
delete vp Jacqueline Cahill |
| 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 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 |
| 2019-03-04 |
insert chiefinvestmentofficer Steve Oristaglio |
| 2019-03-04 |
insert president Steve Oristaglio |
| 2019-03-04 |
delete person Kenneth A. Minklei |
| 2019-03-04 |
delete person Pamela Perskie |
| 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 |
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 |
| 2017-12-09 |
delete person Colleen MacLeod |
| 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 |
| 2015-07-29 |
update person_title Peter C. Lacaillade: Portfolio Manager, Private Equity => Director, Private Equity |
| 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 |
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 |
| 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 person Elias Caleshu |
| 2013-04-03 |
insert person Jocelyn Schwartz |