| Date | Description |
|---|
| 2024-03-08 |
delete chiefinvestmentofficer Ken Shoji |
| 2024-03-08 |
insert coo Regina Gonzales |
| 2024-03-08 |
insert otherexecutives Kelly Hohertz |
| 2024-03-08 |
delete person Elsa Buendia |
| 2024-03-08 |
delete person Howard Mooney |
| 2024-03-08 |
insert person Carmen Martinez |
| 2024-03-08 |
insert person Matthew Anthony |
| 2024-03-08 |
insert person Regina Gonzales |
| 2024-03-08 |
insert person Ron Fannin |
| 2024-03-08 |
update person_title Austin Tatum: Senior Analyst; Chartered Financial Analyst => Investment Advisor; Advisor |
| 2024-03-08 |
update person_title Brian Herms: Client Reporting => Director of Client Reporting and Technology |
| 2024-03-08 |
update person_title Kelly Hohertz: Chartered Financial Analyst; Investment Advisor; Advisor => Investment Advisor; Advisor; Director |
| 2024-03-08 |
update person_title Ken Shoji: Chartered Financial Analyst; Managing Director; Chief Investment Officer => Managing Director |
| 2024-03-08 |
update person_title Warren Paddock: Director of Investments, Chartered Financial Analyst; Member of the Research Team => Director of Investments; Member of the Research Team |
| 2022-06-06 |
delete person Jennifer King |
| 2022-06-06 |
delete person Kris Humphrey |
| 2022-06-06 |
delete person Pallavi Srivastava |
| 2022-06-06 |
insert person Howard Mooney |
| 2022-06-06 |
insert person Lauren Jordoin |
| 2021-08-14 |
insert coo Jackie Munoz |
| 2021-08-14 |
insert managingdirector Jackie Munoz |
| 2021-08-14 |
delete person Diego Guerra |
| 2021-08-14 |
delete person Luis Avila |
| 2021-08-14 |
insert person Elsa Buendia |
| 2021-08-14 |
insert person Jackie Munoz |
| 2021-02-07 |
delete person Adriana Gentilini |
| 2021-02-07 |
delete person Jodi Weisblatt |
| 2021-02-07 |
insert person Diego Guerra |
| 2021-02-07 |
insert person Jennifer King |
| 2021-02-07 |
insert person Kelly Hohertz |
| 2021-02-07 |
insert person Luis Avila |
| 2021-02-07 |
insert person Pallavi Srivastava |
| 2021-02-07 |
update person_title Austin Tatum: Analyst => Senior Analyst; Chartered Financial Analyst |
| 2021-02-07 |
update person_title Ken Shoji: Managing Director; Chief Investment Officer => Chartered Financial Analyst; Managing Director; Chief Investment Officer |
| 2021-02-07 |
update person_title Warren Paddock: Director of Investments; Member of the Research Team => Director of Investments, Chartered Financial Analyst; Member of the Research Team |
| 2019-05-19 |
delete person Kelly Hohertz |
| 2017-05-04 |
delete otherexecutives Stephen Goldstein |
| 2017-05-04 |
insert chiefinvestmentofficer Ken Shoji |
| 2017-05-04 |
insert managingdirector Ken Shoji |
| 2017-05-04 |
delete person Angela Sanders |
| 2017-05-04 |
delete person Bill Durham |
| 2017-05-04 |
delete person Christine Boyd |
| 2017-05-04 |
delete person Ellen Bryant |
| 2017-05-04 |
delete person Simon Shaner |
| 2017-05-04 |
delete person Stephen Goldstein |
| 2017-05-04 |
insert person Kelly Hohertz |
| 2017-05-04 |
insert person Ken Shoji |
| 2017-05-04 |
update person_description Warren Paddock => Warren Paddock |
| 2017-05-04 |
update person_title Austin Tatum: Associate => Analyst |
| 2015-09-11 |
delete managingdirector Haynes Morris |
| 2015-09-11 |
delete person Haynes Morris |
| 2015-09-11 |
insert person Austin Tatum |
| 2015-09-11 |
insert person Simon Shaner |
| 2015-04-14 |
insert person Christine Boyd |
| 2014-07-14 |
delete person Benjamin Young |
| 2014-07-14 |
delete person Mike Gavett |
| 2014-07-14 |
delete person Mike Goodrich |
| 2014-06-03 |
insert managingdirector Haynes Morris |
| 2014-06-03 |
delete person Jodi Weisblatt |
| 2014-06-03 |
insert person Angela Sanders |
| 2014-06-03 |
insert person David Mackay |
| 2014-06-03 |
insert person Ellen Bryant |
| 2014-06-03 |
insert person Haynes Morris |