| Date | Description |
|---|
| 2023-10-14 |
delete managingdirector Maurice Doyle |
| 2023-10-14 |
delete otherexecutives David Beidler |
| 2023-10-14 |
delete svp Debbie Singer |
| 2023-10-14 |
delete vp Peter Manning |
| 2023-10-14 |
insert cio Tiffany Mc Mahon |
| 2023-10-14 |
insert managingdirector Lynn Ambrosy |
| 2023-10-14 |
insert svp Andy Crain |
| 2023-10-14 |
insert svp Melinda McAliney |
| 2023-10-14 |
insert vp Colin Kelly |
| 2023-10-14 |
insert vp Jennifer Jeandron |
| 2023-10-14 |
delete person Beth Fore |
| 2023-10-14 |
delete person Brendan Thompson |
| 2023-10-14 |
delete person David Beidler |
| 2023-10-14 |
delete person Debbie Singer |
| 2023-10-14 |
delete person Kelly Ballay |
| 2023-10-14 |
delete person Melissa Illig |
| 2023-10-14 |
delete person Michelle Silies |
| 2023-10-14 |
delete person Peter Manning |
| 2023-10-14 |
insert person Allison Shea |
| 2023-10-14 |
insert person Ally Shea |
| 2023-10-14 |
insert person Andy Crain |
| 2023-10-14 |
insert person Colin Kelly |
| 2023-10-14 |
insert person Corey Archibeque |
| 2023-10-14 |
insert person Erron Flowers |
| 2023-10-14 |
insert person Geet Kalra |
| 2023-10-14 |
insert person Jack McGinn |
| 2023-10-14 |
insert person Jack Plaster |
| 2023-10-14 |
insert person Kendra Becker |
| 2023-10-14 |
insert person Kim Smith |
| 2023-10-14 |
insert person Kyle Nesselbush |
| 2023-10-14 |
insert person Lynn Ambrosy |
| 2023-10-14 |
insert person Melinda McAliney |
| 2023-10-14 |
insert person Michael Goretti |
| 2023-10-14 |
insert person Nick Stingley |
| 2023-10-14 |
insert person Ryan Ware |
| 2023-10-14 |
insert person Schuyler St. Germain |
| 2023-10-14 |
insert person Tiffany Mc Mahon |
| 2023-10-14 |
insert person Tucker Hase |
| 2023-10-14 |
update person_title Adam Suberi: Director of Financial Planning and Analysis => Director of Business Intelligence |
| 2023-10-14 |
update person_title Franchesca Lorio: Controller; Principal => Principal, Finance & Accounting |
| 2023-10-14 |
update person_title Jennifer Guenard: Vice President; Assistant Controller => Vice President; Controller |
| 2023-10-14 |
update person_title Jennifer Jeandron: Vice President and Accounting Controller => Vice President; Controller |
| 2023-10-14 |
update person_title Maurice Doyle: Managing Director => Senior Advisor |
| 2023-10-14 |
update person_title Susan Crockett: Certified Public Accountant; Accounting Manager => Assistant Controller; Certified Public Accountant |
| 2023-07-20 |
delete svp Blake Mock |
| 2023-07-20 |
delete svp Josh Rogers |
| 2023-07-20 |
delete vp Anthony Billings |
| 2023-07-20 |
delete vp Jim Rieker |
| 2023-07-20 |
delete vp Justin Motika |
| 2023-07-20 |
delete vp Leah Hendricks |
| 2023-07-20 |
delete vp Matthew Hart |
| 2023-07-20 |
delete vp Seth Assink |
| 2023-07-20 |
insert managingdirector Christopher Harris |
| 2023-07-20 |
insert managingdirector Cindy Colvin |
| 2023-07-20 |
insert otherexecutives Julie Laperouse |
| 2023-07-20 |
insert svp Anthony Billings |
| 2023-07-20 |
insert svp Debbie Singer |
| 2023-07-20 |
insert svp Justin Motika |
| 2023-07-20 |
insert svp Leah Hendricks |
| 2023-07-20 |
insert svp Mike Benson |
| 2023-07-20 |
insert vp Amine Alami |
| 2023-07-20 |
insert vp Arjun Mohan |
| 2023-07-20 |
insert vp David McNaught |
| 2023-07-20 |
insert vp Gabe Rosen |
| 2023-07-20 |
insert vp Kayin Barclay |
| 2023-07-20 |
insert vp Leslie Powell |
| 2023-07-20 |
insert vp Matthew Switzer |
| 2023-07-20 |
insert vp Michael Sponseller |
| 2023-07-20 |
insert vp Peter Manning |
| 2023-07-20 |
delete person Blake Mock |
| 2023-07-20 |
delete person Brent Douglas |
| 2023-07-20 |
delete person Chloe Coniaris |
| 2023-07-20 |
delete person Geoffrey Jacques |
| 2023-07-20 |
delete person Jim Rieker |
| 2023-07-20 |
delete person John Eumont |
| 2023-07-20 |
delete person Kenny Blasingame |
| 2023-07-20 |
delete person LaRae Crawford |
| 2023-07-20 |
delete person Matthew Hart |
| 2023-07-20 |
delete person Owen Dorney |
| 2023-07-20 |
delete person Rachel Stern |
| 2023-07-20 |
delete person Rachel White |
| 2023-07-20 |
delete person Ruth Kelso Sorrell |
| 2023-07-20 |
delete person Seth Assink |
| 2023-07-20 |
delete person Sherry Hartnett |
| 2023-07-20 |
delete person W. Anthony Toups |
| 2023-07-20 |
insert person Adan Leal |
| 2023-07-20 |
insert person Amine Alami |
| 2023-07-20 |
insert person Anan Balaji |
| 2023-07-20 |
insert person Briana Maxham |
| 2023-07-20 |
insert person Brianna Phillips |
| 2023-07-20 |
insert person Brooks Kiser |
| 2023-07-20 |
insert person Caleb Gipple |
| 2023-07-20 |
insert person Cindy Colvin |
| 2023-07-20 |
insert person Clare Davies |
| 2023-07-20 |
insert person Clare Landreneau |
| 2023-07-20 |
insert person Conger Zhang |
| 2023-07-20 |
insert person Duncan Young |
| 2023-07-20 |
insert person Erik Slavin |
| 2023-07-20 |
insert person Jessie Marquardt |
| 2023-07-20 |
insert person Jonah Simpson |
| 2023-07-20 |
insert person Julie Laperouse |
| 2023-07-20 |
insert person Kayin Barclay |
| 2023-07-20 |
insert person Kelly Jacobi |
| 2023-07-20 |
insert person Kenneth Krizan |
| 2023-07-20 |
insert person Kristy Touchet |
| 2023-07-20 |
insert person Leslie Powell |
| 2023-07-20 |
insert person Liam Davidson |
| 2023-07-20 |
insert person Loren Richard |
| 2023-07-20 |
insert person Matthew Derouchie |
| 2023-07-20 |
insert person Melissa Illig |
| 2023-07-20 |
insert person Michael Sponseller |
| 2023-07-20 |
insert person Mike Benson |
| 2023-07-20 |
insert person Mitch Boyer |
| 2023-07-20 |
insert person Nick Barbknecht |
| 2023-07-20 |
insert person Peter Manning |
| 2023-07-20 |
insert person Rose Ann Ansty |
| 2023-07-20 |
insert person Sam Gieseler |
| 2023-07-20 |
insert person Shannon Brown |
| 2023-07-20 |
update person_description Brendan Thompson => Brendan Thompson |
| 2023-07-20 |
update person_description Justin Motika => Justin Motika |
| 2023-07-20 |
update person_title Alex Stepanek: Senior Analyst => Associate; Associate at Advantage Capital. As a Member |
| 2023-07-20 |
update person_title Anthony Billings: Vice President => Senior Vice President |
| 2023-07-20 |
update person_title Arjun Mohan: Senior Associate => Vice President |
| 2023-07-20 |
update person_title Brendan Thompson: Senior Analyst => Associate; Associate at Advantage Capital. As a Member |
| 2023-07-20 |
update person_title Carly Jefferson: Senior Analyst; Analyst on the Investment Team => Associate; Associate on the Investment Team |
| 2023-07-20 |
update person_title Christopher Harris: Principal at Advantage Capital. As a Member; Principal => Managing Director |
| 2023-07-20 |
update person_title David McNaught: Senior Associate => Vice President |
| 2023-07-20 |
update person_title Debbie Singer: Senior Vice President / Head of QALICB Consulting; Senior Vice President and Head of Qualified Active Low - Income Community Business => Senior Vice President |
| 2023-07-20 |
update person_title Gabe Rosen: Senior Associate => Vice President |
| 2023-07-20 |
update person_title Grant Morhun: Analyst => Senior Analyst |
| 2023-07-20 |
update person_title Houston Sudekum: Associate; Data and Research Associate => Senior Associate |
| 2023-07-20 |
update person_title Josh Rogers: Senior Vice President => Principal at Advantage Capital. As a Member; Principal |
| 2023-07-20 |
update person_title Justin Motika: Vice President => Senior Vice President |
| 2023-07-20 |
update person_title Kelly Ballay: Member of the Accounting Team; Staff Accountant => Senior Staff Accountant; Member of the Accounting Team |
| 2023-07-20 |
update person_title Leah Hendricks: Vice President; Vice President on the Investment Team => Senior Vice President; Senior Vice President on the Investment Team |
| 2023-07-20 |
update person_title Liz Carter: Director of Legislative Affairs => Senior Director of Legislative Affairs |
| 2023-07-20 |
update person_title Manny Davis: Analyst => Senior Analyst |
| 2023-07-20 |
update person_title Matthew Switzer: Senior Associate => Vice President |
| 2023-07-20 |
update person_title Michael Bernier: Senior Analyst on the Investment Team; Senior Analyst => Associate; Associate on the Investment Team |
| 2023-07-20 |
update person_title Rachel Davis: Analyst => Senior Analyst |
| 2023-07-20 |
update person_title Riley McCarthy: Senior Analyst => Associate |
| 2023-07-20 |
update person_title Trey Garland: Associate; Associate at Advantage Capital. As a Member => Senior Associate |
| 2022-07-24 |
delete vp George Hettich |
| 2022-07-24 |
delete vp Patrick Doherty |
| 2022-07-24 |
insert svp Pete Byford |
| 2022-07-24 |
delete person Carolyn Exnicios |
| 2022-07-24 |
delete person George Hettich |
| 2022-07-24 |
delete person Patrick Doherty |
| 2022-07-24 |
delete person Shannon Bartolo |
| 2022-07-24 |
insert person Joshua Tipton |
| 2022-07-24 |
insert person Manny Davis |
| 2022-07-24 |
insert person Pete Byford |
| 2022-07-24 |
update person_description Nick Tyler Smith => Nick Tyler Smith |
| 2022-07-24 |
update person_description Selma Landry => Selma Landry |
| 2022-06-04 |
delete svp Anne Ott Johnson |
| 2022-06-04 |
delete svp Greg Schwarztrauber |
| 2022-06-04 |
delete vp Lacey Biles |
| 2022-06-04 |
insert otherexecutives Michael Dubansky |
| 2022-06-04 |
insert svp Moniqua Spencer |
| 2022-06-04 |
insert vp Adam Constantinides |
| 2022-06-04 |
insert vp Alexandra Twyman |
| 2022-06-04 |
insert vp J.P. Lynch |
| 2022-06-04 |
insert vp Jennifer Guenard |
| 2022-06-04 |
insert vp Joseph Henderson |
| 2022-06-04 |
insert vp Patrick Doherty |
| 2022-06-04 |
delete person Elizabeth Rodrigue |
| 2022-06-04 |
delete person Kendall Williamson |
| 2022-06-04 |
delete person Lacey Biles |
| 2022-06-04 |
insert person Michael Dubansky |
| 2022-06-04 |
insert person Michelle Silies |
| 2022-06-04 |
insert person Moniqua Spencer |
| 2022-06-04 |
insert person Pete Grum |
| 2022-06-04 |
update person_description Nick Smith => Nick Tyler Smith |
| 2022-06-04 |
update person_title Adam Constantinides: Senior Associate => Vice President |
| 2022-06-04 |
update person_title Alex Stepanek: Analyst => Senior Analyst |
| 2022-06-04 |
update person_title Alexandra Twyman: Senior Associate => Vice President |
| 2022-06-04 |
update person_title Anaëlle Croteau: Associate; Associate at Advantage Capital. As a Member => Senior Associate |
| 2022-06-04 |
update person_title Anne Ott Johnson: Senior Vice President => Principal |
| 2022-06-04 |
update person_title Arjun Mohan: Associate; Associate at Advantage Capital. As a Member => Senior Associate |
| 2022-06-04 |
update person_title Betsy Scallan Avila: Senior Staff Accountant; Member of the Accounting Team => Assistant; Accounting Manager |
| 2022-06-04 |
update person_title Brian Muller: Assistant; Accounting Manager => Accounting Manager |
| 2022-06-04 |
update person_title Geoffrey Jacques: Associate; Associate at Advantage Capital. As a Member => Senior Associate |
| 2022-06-04 |
update person_title Greg Schwarztrauber: Senior Vice President; Senior Vice President of Tax => Principal; Principal on the Tax Team |
| 2022-06-04 |
update person_title J.P. Lynch: Senior Associate => Vice President |
| 2022-06-04 |
update person_title Jennifer Guenard: Vice President / Accounting Controller => Vice President; Assistant Controller |
| 2022-06-04 |
update person_title Joe Stosberg: Communications Specialist => Communications Manager |
| 2022-06-04 |
update person_title John Eumont: Analyst => Senior Staff Accountant |
| 2022-06-04 |
update person_title Joseph Henderson: Senior Associate => Vice President |
| 2022-06-04 |
update person_title Kathy Cornell: Tax Manager => Vice President of Tax |
| 2022-06-04 |
update person_title Madison Triplett: Analyst => Senior Analyst |
| 2022-06-04 |
update person_title Mary Beth Maygarden: Compliance Manager => Director of State and Investor Reporting |
| 2022-06-04 |
update person_title Michael Bernier: Analyst; Analyst on the Investment Team => Senior Analyst on the Investment Team; Senior Analyst |
| 2022-06-04 |
update person_title Nicholas McConnell: Analyst => Senior Analyst |
| 2022-06-04 |
update person_title Nick Tyler Smith: Marketing Specialist => Senior Marketing Manager |
| 2022-06-04 |
update person_title Patrick Doherty: Senior Associate => Vice President |
| 2022-06-04 |
update person_title Rachel Robards: Associate => Senior Associate |
| 2022-06-04 |
update person_title Rachel Stern: Vice President for InState Partners => Senior Vice President for InState Partners |
| 2022-06-04 |
update person_title Riley McCarthy: Analyst => Senior Analyst |
| 2022-06-04 |
update person_title Sam Schlichting: Analyst => Associate; Associate at Advantage Capital. As a Member |
| 2022-06-04 |
update person_title Susan Crockett: Certified Public Accountant; Assistant; Accounting Manager => Certified Public Accountant; Accounting Manager |
| 2022-06-04 |
update person_title Trey Garland: Senior Analyst => Associate; Associate at Advantage Capital. As a Member |
| 2022-04-01 |
delete person Kraig Schnitzmeier |
| 2022-04-01 |
delete person Trish Rilloraza |
| 2022-04-01 |
insert person David McNaught |
| 2022-02-13 |
delete managingdirector James O'Rourke |
| 2022-02-13 |
insert otherexecutives Jeff Grass |
| 2022-02-13 |
insert otherexecutives William Fiederlein |
| 2022-02-13 |
insert vp Seth Assink |
| 2022-02-13 |
delete person Brant Tagalo |
| 2022-02-13 |
delete person Erika Williams |
| 2022-02-13 |
delete person Ethan Stinner |
| 2022-02-13 |
delete person Jack T. Walls |
| 2022-02-13 |
delete person Kyle Wood |
| 2022-02-13 |
delete person Ryan Lee |
| 2022-02-13 |
delete person Sarah Rajan |
| 2022-02-13 |
delete person Vanessa Vitrano |
| 2022-02-13 |
insert person Jeff Grass |
| 2022-02-13 |
insert person Marjorie Reed |
| 2022-02-13 |
insert person Owen Dorney |
| 2022-02-13 |
insert person Rachel Davis |
| 2022-02-13 |
insert person Sarah Collier |
| 2022-02-13 |
insert person Seth Assink |
| 2022-02-13 |
insert person William Fiederlein |
| 2022-02-13 |
update person_description Alex Stepanek => Alex Stepanek |
| 2022-02-13 |
update person_title James O'Rourke: Managing Director; Managing Director in Advantage Capital 's New York => Venture Partner; Managing Director in Advantage Capital 's New York |
| 2022-02-13 |
update person_title Justin Obletz: Managing Director / Chief Financial Officer / MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER; Managing Director; Chief Financial Officer => Managing Director; Chief Financial Officer |
| 2022-02-13 |
update person_title Kari Niermann: Senior Vice President; Vice President on the Investment Team => Senior Vice President; Senior Vice President on the Investment Team |
| 2022-02-13 |
update person_title Trish Rilloraza: Accounting Administrator; Accountin Administrator => Accounting Administrator |
| 2021-09-11 |
delete cco Donya Hengehold |
| 2021-09-11 |
delete person Donya Hengehold |
| 2021-09-11 |
delete person Kelly Boudreau |
| 2021-09-11 |
delete person Liz Auby |
| 2021-09-11 |
delete person Michael Morris |
| 2021-09-11 |
insert person Grant Morhun |
| 2021-09-11 |
insert person Kendall Williamson |
| 2021-09-11 |
insert person Kraig Schnitzmeier |
| 2021-09-11 |
insert person Liz Carter |
| 2021-09-11 |
insert person Rachel White |
| 2021-09-11 |
insert person Trish Rilloraza |
| 2021-09-11 |
update person_description Adam Tignor => Adam Tignor |
| 2021-09-11 |
update person_description Benjamin T. Warning => Benjamin Warning |
| 2021-09-11 |
update person_description Cynthia Rios => Cynthia Rios |
| 2021-09-11 |
update person_description J.P. Lynch => J.P. Lynch |
| 2021-09-11 |
update person_description Jennifer Guenard => Jennifer Guenard |
| 2021-09-11 |
update person_description Joe Stosberg => Joe Stosberg |
| 2021-09-11 |
update person_description Katie Fury => Katherine "Katie" Fury |
| 2021-09-11 |
update person_description Kelly Ballay => Kelly Ballay |
| 2021-09-11 |
update person_description Sandra M. Moore => Sandra M. Moore |
| 2021-09-11 |
update person_description W. Anthony Toups => W. Anthony Toups |
| 2021-09-11 |
update person_title Betsy Scallan Avila: Senior Staff Accountant; in 2013 As a Member => Senior Staff Accountant; Member of the Accounting Team |
| 2021-09-11 |
update person_title Brian Anderson: Principal; in 2020 As a Principal => Principal at Advantage Capital. As a Member; Principal; Member of the Leadership Team |
| 2021-09-11 |
update person_title Cara Schiffman: Senior Vice President; in 2014 As Vice President of Regulatory Affairs => Senior Vice President on the Compliance Team; Senior Vice President |
| 2021-09-11 |
update person_title Christopher Harris: Principal => Principal at Advantage Capital. As a Member; Principal |
| 2021-09-11 |
update person_title Dayna Drennan: in 2019 As a Member; Compliance Analyst => Compliance Analyst; Compliance Analyst at Advantage |
| 2021-09-11 |
update person_title Greg Schwarztrauber: Senior Vice President; in 2017 As the Senior Vice President of Tax => Senior Vice President; Senior Vice President of Tax |
| 2021-09-11 |
update person_title Houston Sudekum: Associate; in 2020 As a Data and Research Analyst => Associate; Data and Research Associate |
| 2021-09-11 |
update person_title Jennifer Jeandron: Certified Public Accountant => Vice President and Accounting Controller |
| 2021-09-11 |
update person_title Jeremy Degenhart: Principal => Senior Advisor |
| 2021-09-11 |
update person_title Justin Obletz: Managing Director; Chief Financial Officer => Managing Director / Chief Financial Officer / MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER; Managing Director; Chief Financial Officer |
| 2021-09-11 |
update person_title Kari Niermann: Senior Vice President => Senior Vice President; Vice President on the Investment Team |
| 2021-09-11 |
update person_title Keith Freeman: Managing Director => Principal; Managing Director |
| 2021-09-11 |
update person_title Kelly Ballay: Staff Accountant => Member of the Accounting Team; Staff Accountant |
| 2021-09-11 |
update person_title Leah Hendricks: Vice President; in 2013 As an Associate => Vice President; Vice President on the Investment Team |
| 2021-09-11 |
update person_title Matthew Hart: Vice President => Vice President; Vice President on the Solar Team |
| 2021-09-11 |
update person_title Tim Perusek: Principal => Principal at Advantage Capital. As a Member; Principal |
| 2021-07-05 |
delete otherexecutives Michele Fleher |
| 2021-07-05 |
delete svp Paul Olsen |
| 2021-07-05 |
insert svp Tom Schaefer |
| 2021-07-05 |
delete person Jennifer Braud |
| 2021-07-05 |
delete person Kelcee Sachtleben |
| 2021-07-05 |
delete person Michele Fleher |
| 2021-07-05 |
delete person Paul Olsen |
| 2021-07-05 |
insert person Darian Z. Harris |
| 2021-07-05 |
insert person Emily Medakovich |
| 2021-07-05 |
insert person Tom Schaefer |
| 2021-07-05 |
update person_title Carly Jefferson: Analyst; in 2019 As an Analyst => Senior Analyst; in 2019 As an Analyst |
| 2021-04-26 |
delete coo Charles H. Booker |
| 2021-04-26 |
delete vp Kari Niermann |
| 2021-04-26 |
delete vp Paul Olsen |
| 2021-04-26 |
delete vp Philip J. Ruppel |
| 2021-04-26 |
insert svp Blake Mock |
| 2021-04-26 |
insert svp Kari Niermann |
| 2021-04-26 |
insert svp Paul Olsen |
| 2021-04-26 |
insert svp Philip J. Ruppel |
| 2021-04-26 |
delete person Aaron Pohlmann |
| 2021-04-26 |
delete person Abhi Chandrasekhara |
| 2021-04-26 |
delete person Charles H. Booker |
| 2021-04-26 |
delete person Lee Cohen |
| 2021-04-26 |
delete person Sarah Long |
| 2021-04-26 |
delete person Sheri Barto |
| 2021-04-26 |
delete person Zachary Neuner |
| 2021-04-26 |
insert person Andrew McKinnis |
| 2021-04-26 |
insert person Blake Mock |
| 2021-04-26 |
insert person Brendan Thompson |
| 2021-04-26 |
insert person Carolyn Exnicios |
| 2021-04-26 |
insert person Michael Bernier |
| 2021-04-26 |
insert person Sheri Lewis |
| 2021-04-26 |
update person_description Matthew L. Hart => Matthew L. Hart |
| 2021-04-26 |
update person_description Ryan Brennan => Ryan Michael Brennan |
| 2021-04-26 |
update person_title Anaëlle Croteau: Senior Analyst => Associate |
| 2021-04-26 |
update person_title Chloe Coniaris: Associate => Senior Associate |
| 2021-04-26 |
update person_title Houston Sudekum: Data and Research Analyst; in 2020 As a Data and Research Analyst => Associate; in 2020 As a Data and Research Analyst |
| 2021-04-26 |
update person_title Jennifer Guenard: Assistant Controller => Vice President / Accounting Controller |
| 2021-04-26 |
update person_title Kari Niermann: Vice President => Senior Vice President |
| 2021-04-26 |
update person_title Kenny Blasingame: Tax Compliance Analyst => Senior Analyst |
| 2021-04-26 |
update person_title Matthew Switzer: Associate; in 2019 As an Associate; Chartered Financial Analyst With Series 6 => Senior Associate; in 2019 As an Associate; Chartered Financial Analyst With Series 6 |
| 2021-04-26 |
update person_title Patrick Doherty: Senior Analyst; in 2016 As a Senior Analyst => Senior Associate; in 2016 As a Senior Associate |
| 2021-04-26 |
update person_title Paul Olsen: Vice President => Senior Vice President |
| 2021-04-26 |
update person_title Philip J. Ruppel: Vice President; Vice President and a Member => Senior Vice President; Senior Vice President and a Member |
| 2021-02-03 |
delete svp Mark Scheffel |
| 2021-02-03 |
delete person Brain Anderson |
| 2021-02-03 |
delete person Frank J. Palmisano |
| 2021-02-03 |
delete person Jeffrey W. Craver |
| 2021-02-03 |
delete person Kathryn Conrad |
| 2021-02-03 |
delete person Mark Scheffel |
| 2021-02-03 |
delete person Renee Struckel |
| 2021-02-03 |
delete person Sara H. Talbot |
| 2021-02-03 |
insert person Arjun Mohan |
| 2021-02-03 |
insert person Gabe Rosen |
| 2021-02-03 |
insert person Madison Triplett |
| 2021-02-03 |
insert person Ms. Scallan Avila |
| 2021-02-03 |
update person_description Brian Anderson => Brian Anderson |
| 2021-02-03 |
update person_title Dayna Drennan: in 2019 As a Member; Compliance Coordinator => in 2019 As a Member; Compliance Analyst |
| 2016-04-26 |
insert person Anthony Billings |
| 2016-04-26 |
insert person James P. O'Rourke |
| 2016-03-23 |
update person_title Merrill F. Hoopengardner: Principal / Washington, D.C. => null |
| 2016-02-02 |
update person_description Matthew L. Hart => Matthew L. Hart |
| 2016-01-04 |
update person_description Ryan M. Brennan => Ryan M. Brennan |
| 2016-01-04 |
update person_title Raymond M. Wagner: Vice President / St. Louis => null |
| 2015-12-06 |
delete person Rebecca Shoults |
| 2015-12-06 |
insert person Rebecca Scott |
| 2015-12-06 |
update person_title Anthony Metzner: Senior Vice President / St. Louis; Admin => Admin |
| 2015-10-15 |
delete person N. Alyson Gabel |
| 2015-10-15 |
insert person Alyson G. Appleton |
| 2015-10-15 |
insert person Rebecca Shoults |
| 2015-10-15 |
update person_title Adam M. Suberi: Vice President / St. Louis => Senior Vice President / St. Louis |
| 2015-09-17 |
insert vp Ruth Kelso Sorrell |
| 2015-09-17 |
insert person Cyle Reissig |
| 2015-09-17 |
insert person Elizabeth Costa |
| 2015-09-17 |
insert person Jay Bennett |
| 2015-09-17 |
insert person Jerry Krieg |
| 2015-09-17 |
insert person Josh Rogers |
| 2015-09-17 |
insert person Michele Fleher |
| 2015-09-17 |
insert person Ruth Kelso Sorrell |
| 2015-09-17 |
insert person Swetha Krishnakumar |
| 2015-09-17 |
insert person Tommy Titus |
| 2015-09-17 |
update person_title Justin N. Obletz: Principal / New Orleans; Senior Vice President / New Orleans => Principal / New Orleans |
| 2015-08-19 |
insert person Tyler Mayoras |
| 2015-08-19 |
update person_title Clare E. Kaiser: Tax Associate / St. Louis => Senior Tax Associate / St. Louis |
| 2015-07-01 |
insert person Alexandra A. Twyman |
| 2015-05-25 |
insert person Matthew L. Hart |
| 2015-04-23 |
update person_description Jeremy R. Degenhart => Jeremy R. Degenhart |
| 2015-04-23 |
update person_title Anthony Metzner: Vice President / St. Louis; Admin => Senior Vice President / St. Louis; Admin |
| 2015-04-23 |
update person_title Benjamin T. Warning: Analyst / St. Louis; Analyst => Senior Analyst / St. Louis |
| 2015-04-23 |
update person_title Gregory P. Gish: Vice President / Austin; Admin => Senior Vice President / Austin; Admin |
| 2015-04-23 |
update person_title Raymond M. Wagner: Senior Associate / St. Louis => Vice President / St. Louis |
| 2015-04-23 |
update person_title Ryan C. Dressler: Associate / Napa; Associate / St. Louis => Senior Associate / St. Louis; Senior Associate / Napa |
| 2015-03-25 |
insert person Clare E. Kaiser |
| 2015-03-25 |
insert person Erin M. Sullentrup |
| 2015-03-25 |
insert person George N. Hettich |
| 2015-03-25 |
insert person J.P. Lynch |
| 2015-03-25 |
insert person N. Alyson Gabel |
| 2015-03-25 |
update person_description Lauren P. Van Dyke => Lauren P. Van Dyke |
| 2015-03-25 |
update person_title Samantha F. de Castro: Associate; Associate / New Orleans => Associate; Associate / New Orleans; Communications Associate / New Orleans |
| 2015-02-24 |
insert person Jeffrey C. Gentsch |
| 2015-02-24 |
insert person Justin T. Motika |
| 2015-02-24 |
update person_title Franchesca B. Lorio: Vice President / Controller / New Orleans; Admin; Senior Vice President / Controller / New Orleans => Admin; Senior Vice President / Controller / New Orleans |
| 2015-02-24 |
update person_title S. Talmadge Singer II: Vice President / New Orleans; Senior Vice President / New Orleans => Senior Vice President / New Orleans |
| 2015-02-24 |
update person_title William J. Pauly: Senior Associate; Senior Associate / Austin => Senior Associate |
| 2015-01-17 |
insert person Cara M. Schiffman |
| 2015-01-17 |
update person_description Michael T. Johnson => Michael T. Johnson |
| 2015-01-17 |
update person_title Danielle R. Delgadillo: Vice President / Austin; Admin; Vice President / Napa => Admin |
| 2015-01-17 |
update person_title Kari E. Niermann: Senior Associate / St. Louis; Admin => Admin |
| 2014-12-12 |
update person_title Rob Monsees: Vice President / St. Louis; Vice President / New Orleans => null |
| 2014-10-11 |
delete person Elizabeth M. Kinney |
| 2014-09-01 |
update person_description Daniel J. Drury => Daniel J. Drury |
| 2014-04-29 |
update person_title Christopher C. Harris: Vice President / New York; Admin => Vice President / New York; Admin; Senior Vice President / New York |
| 2014-04-29 |
update person_title Daniel J. Drury: Tax Manager / St. Louis; Admin => Senior Tax Manager / St. Louis; Admin |
| 2014-04-29 |
update person_title Merrill F. Hoopengardner: Senior Vice President / Washington, D.C. => Principal / Washington, D.C. |
| 2014-04-29 |
update person_title Raymond M. Wagner: Senior Associate / St. Louis; Associate / St. Louis => Senior Associate / St. Louis |
| 2014-04-29 |
update person_title Ryan C. Dressler: Analyst / Napa; Analyst / St. Louis => Associate / Napa; Associate / St. Louis |
| 2014-04-29 |
update person_title Stuart S. Noel: Senior Associate / St. Louis => Vice President / St. Louis |
| 2014-03-25 |
delete person Samantha M. Wilson |
| 2014-03-25 |
insert person Jennifer C. Kalla |
| 2014-03-25 |
insert person Leah T. Hendricks |
| 2014-03-25 |
insert person Philip J. Ruppel |
| 2014-03-25 |
insert person Thomas H.P. Bitting |
| 2014-03-25 |
update person_description Anthony Metzner => Anthony Metzner |
| 2014-03-25 |
update person_description Christopher C. Harris => Christopher C. Harris |
| 2014-03-25 |
update person_title Danielle R. Delgadillo: Vice President / Austin; Admin => Vice President / Austin; Admin; Vice President / Napa |
| 2014-03-25 |
update person_title Ryan C. Dressler: Analyst / St. Louis => Analyst / Napa; Analyst / St. Louis |
| 2014-03-25 |
update person_title Ryan L. Winkler: Associate / St. Louis => null |
| 2014-03-25 |
update person_title Steven T. Stull: President / Napa; Founder; President => Founder; President; President / Incline Village |
| 2013-11-15 |
insert person Gregory P. Gish |
| 2013-11-15 |
insert person Samantha F. de Castro |
| 2013-10-17 |
delete person Deborah F. Dubin |
| 2013-10-17 |
delete person Patrick G. Doherty |
| 2013-10-17 |
delete person Thomas A. Boman |
| 2013-08-26 |
insert person Brynn N. Sanders |
| 2013-08-26 |
insert person William J. Pauly |
| 2013-08-26 |
update person_description Ryan L. Winkler => Ryan L. Winkler |
| 2013-07-02 |
delete person Joseph Blechl |
| 2013-07-02 |
delete person Matthew D. Matuniak |
| 2013-07-02 |
update person_title Scott A. Zajac: Senior Managing Director; Senior Managing Director / St. Louis => Senior Managing Director |
| 2013-04-20 |
delete otherexecutives Franchesca B. Lorio |
| 2013-04-20 |
delete otherexecutives Reid Hutchins |
| 2013-04-20 |
insert svp Daniel J. Gould |
| 2013-04-20 |
insert svp Franchesca B. Lorio |
| 2013-04-20 |
insert person Benjamin T. Warning |
| 2013-04-20 |
insert person Daniel J. Gould |
| 2013-04-20 |
insert person Mary Beth Maygarden |
| 2013-04-20 |
insert person Samantha M. Wilson |
| 2013-04-20 |
update person_title Franchesca B. Lorio: Vice President; Controller; Vice President / Controller / New Orleans; Admin => Controller; Senior Vice President; Vice President / Controller / New Orleans; Admin; Senior Vice President / Controller / New Orleans |
| 2013-04-20 |
update person_title Justin N. Obletz: Senior Vice President / New Orleans; Staff Member => Senior Vice President / New Orleans; Principal / New Orleans; Staff Member |
| 2013-04-20 |
update person_title Raymond M. Wagner: Associate; Associate / St. Louis; Admin => Senior Associate; Senior Associate / St. Louis; Associate / St. Louis |
| 2013-04-20 |
update person_title Reid Hutchins: Senior Vice President; Admin; Senior Vice President / New York => Principal; Principal / New York; Senior Vice President / New York |
| 2013-04-20 |
update person_title S. Talmadge Singer II: Staff Member; Vice President / New Orleans => Senior Vice President / New Orleans; Staff Member; Vice President / New Orleans |