| Date | Description |
|---|
| 2023-09-06 |
insert person Andrew Green |
| 2023-09-06 |
update person_description John Dillon => John P. Dillon |
| 2023-09-06 |
update person_title John P. Dillon: Client Service Associate => Professional Licenses; Wealth Advisor |
| 2023-05-31 |
delete person Hannah Koci |
| 2023-01-10 |
delete person Michelle Reinert |
| 2023-01-10 |
insert person Stephen M. Konsler |
| 2022-08-08 |
insert person Hannah Koci |
| 2022-08-08 |
insert person John Malusa |
| 2022-08-08 |
insert person Kelsey Allison |
| 2022-08-08 |
insert person Tony Greenwood |
| 2022-08-08 |
update person_description Carolyn Barr => Carolyn Barr |
| 2022-08-08 |
update person_title Jill Shuter: Registered Client Service Associate; Client Service Associate => Registered Client Service Associate; Senior Client Service Associate |
| 2022-05-08 |
delete person Dalton Awde |
| 2022-03-08 |
delete person Brian P. Connors |
| 2021-12-10 |
delete person Carrie Mangan |
| 2021-12-10 |
insert person Mark R. Holden |
| 2021-12-10 |
insert person Michelle Reinert |
| 2021-12-10 |
update person_title Dalton Awde: Operations Associate => Operations Analyst |
| 2021-09-14 |
update person_description Brian P. Connors => Brian P. Connors |
| 2021-09-14 |
update person_title Brian P. Connors: Client Service Associate => Professional Licenses |
| 2021-08-13 |
insert person Jake Gice |
| 2021-06-11 |
delete person Taylor Hanson |
| 2021-06-11 |
insert person Dalton Awde |
| 2021-06-11 |
update person_title Carrie Mangan: Office Services and Client Service Support Representative => Client Service Support Representative |
| 2021-06-11 |
update person_title Samantha H. Dubuque: Client Service Manager; Member of the Vestor Capital Management Team; Operations Manager => Member of the Vestor Capital Management Team |
| 2021-01-22 |
delete person Jenna M. Kane |
| 2021-01-22 |
insert person Jenna K. Ciszon |
| 2021-01-22 |
insert person John Dillon |
| 2021-01-22 |
insert person Scott A. Stuth |
| 2020-07-13 |
update person_title Carolyn Barr: Senior Compliance Analyst and HR Manager => Chief Compliance Officer; Human Resources Manager |
| 2020-02-06 |
delete treasurer William McNulty |
| 2020-02-06 |
delete person William McNulty |
| 2020-02-06 |
update person_description Samantha H. Dubuque => Samantha H. Dubuque |
| 2020-02-06 |
update person_title Samantha H. Dubuque: Office Manager; Client Service Manager => Client Service Manager; Member of the Vestor Capital Management Team; Operations Manager |
| 2019-09-04 |
delete person Elizabeth C. Webber |
| 2019-09-04 |
insert person Carrie Mangan |
| 2019-01-06 |
update person_description Jenna M. Kane => Jenna M. Kane |
| 2018-11-27 |
insert person Brian P. Connors |
| 2018-11-27 |
insert person Taylor Hanson |
| 2018-11-27 |
insert person Thomas B. Egan |
| 2018-11-27 |
update person_description Elizabeth C. Webber => Elizabeth C. Webber |
| 2018-11-27 |
update person_title Elizabeth C. Webber: Client Service Support Representative => null |
| 2018-11-27 |
update person_title Jenna M. Kane: Client Service Associate and Trading Specialist => Portfolio Manager and Senior Trader |
| 2018-09-14 |
update person_description Elizabeth C. Webber => Elizabeth C. Webber |
| 2018-09-14 |
update person_title Elizabeth C. Webber: Client Service Support Representative => null |
| 2018-08-06 |
delete person Veronica Asprer |
| 2018-08-06 |
insert person Elizabeth C. Webber |
| 2018-08-06 |
update person_title James Grossman: in 2015 As a Senior Research Analyst; Senior Research Analyst and IT System Specialist => in 2015 As a Senior Research Analyst; Director of Equity Research and Trading |
| 2017-11-11 |
update person_title Carolyn C. Barr: Senior Compliance Analyst => Senior Compliance Analyst and HR Manager |
| 2017-11-11 |
update person_title James Grossman: Senior Research Analyst; in 2015 As a Senior Research Analyst => in 2015 As a Senior Research Analyst; Senior Research Analyst and IT System Specialist |
| 2017-11-11 |
update person_title John O. Garvey: Director of Accounting and Financial Planning => Director of Accounting |
| 2017-11-11 |
update person_title Samantha H. Dubuque: Client Service Manager Jenna M. Kane Client Service Associate and Trading Specialist Jill Shuter Client Service Associate Sara Barry Client Service Associat; Client Service Manager => Office Manager; Client Service Manager and Office Manager Jenna M. Kane Client Service Associate and Trading Specialist Jill Shuter Client Service Associate Sara Barry Client Service Associat; Client Service Manager |
| 2017-08-25 |
update person_description Jenna M. Kane => Jenna M. Kane |
| 2017-06-26 |
delete person T. Lawrence Doyle |
| 2017-06-26 |
insert person Carolyn C. Barr |
| 2017-06-26 |
insert person Jason A. Blandford |
| 2017-05-14 |
update person_title Jenna M. Kane: Client Service Associate => Client Service Associate and Trading Specialist |
| 2016-08-05 |
insert person Charles Schwab |
| 2015-10-06 |
delete evp T. Lawrence Doyle |
| 2015-10-06 |
update person_title T. Lawrence Doyle: Executive Vice President; Portfolio Manager => Consultant; Advisor |
| 2015-03-26 |
delete person Gerald King |
| 2013-10-22 |
insert person Brian C. Baker Jr. |
| 2013-09-21 |
insert person Peter J. Mullins |
| 2013-07-06 |
insert evp Martin Buehler |
| 2013-07-06 |
insert evp T. Lawrence Doyle |
| 2013-07-06 |
insert otherexecutives Dennis J. Slott |
| 2013-07-06 |
insert otherexecutives Martin Buehler |
| 2013-07-06 |
insert otherexecutives T. Lawrence Doyle |
| 2013-07-06 |
insert otherexecutives Timothy Detloff |
| 2013-07-06 |
insert svp Dennis J. Slott |
| 2013-07-06 |
insert vp Dennis J. Slott |
| 2013-07-06 |
insert person Dennis J. Slott |
| 2013-07-06 |
insert person Martin Buehler |
| 2013-07-06 |
insert person T. Lawrence Doyle |
| 2013-07-06 |
insert person Timothy Detloff |