| Date | Description |
|---|
| 2024-03-22 |
delete email mc..@assetstrategyconsultants.com |
| 2024-03-22 |
delete person William B. McCall |
| 2024-03-22 |
update person_title Bennett W. Boyer: Associate; Associate Research Analyst in the Hunt Valley Headquarters; Research Analyst => Associate Research Analyst in the Hunt Valley Headquarters; Research Analyst |
| 2024-03-22 |
update person_title Juan M. Buendia: Senior Client Advisor; Client Advisor => Senior Investment Advisor; Senior Client Advisor |
| 2023-09-06 |
delete about_pages_linkeddomain sharefile.com |
| 2023-09-06 |
delete contact_pages_linkeddomain sharefile.com |
| 2023-09-06 |
delete index_pages_linkeddomain sharefile.com |
| 2023-09-06 |
delete management_pages_linkeddomain sharefile.com |
| 2023-09-06 |
delete service_pages_linkeddomain sharefile.com |
| 2023-05-31 |
delete cfo Nelson Ramirez |
| 2023-05-31 |
insert cfo Timothy J. Lorber |
| 2023-05-31 |
delete email ra..@assetstrategyconsultants.com |
| 2023-05-31 |
delete person Nelson Ramirez |
| 2023-05-31 |
insert email tl..@assetstrategyconsultants.com |
| 2023-05-31 |
insert person Timothy J. Lorber |
| 2023-04-16 |
insert chairman ALFRED J. MORRISON |
| 2023-04-16 |
update person_title ALFRED J. MORRISON: FOUNDER; MANAGING PRINCIPAL => CHAIRMAN; FOUNDER; Managing Principal |
| 2022-10-09 |
delete email sa..@assetstrategyconsultants.com |
| 2022-10-09 |
delete person David E. Saunders, II |
| 2022-04-08 |
delete address 301 W. Barbee Chapel Road
Suite 240
Chapel Hill, NC
27517-7513 |
| 2022-04-08 |
delete email mo..@assetstrategyconsultants.com |
| 2022-04-08 |
delete fax 866-452-8226 |
| 2022-04-08 |
delete person Sara K. Morgan |
| 2022-04-08 |
delete phone 919-913-4657 |
| 2022-04-08 |
update person_description Anne B. Hernandez => Anne B. Hernandez |
| 2022-04-08 |
update person_description Teresa Y. Lee => Teresa Y. Lee |
| 2022-03-08 |
insert about_pages_linkeddomain tamaracinc.com |
| 2022-03-08 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2022-03-08 |
insert index_pages_linkeddomain tamaracinc.com |
| 2022-03-08 |
insert management_pages_linkeddomain tamaracinc.com |
| 2022-03-08 |
insert service_pages_linkeddomain tamaracinc.com |
| 2021-12-08 |
delete email cg..@assetstrategyconsultants.com |
| 2021-12-08 |
delete email du..@assetstrategyconsultants.com |
| 2021-12-08 |
delete email fi..@assetstrategyconsultants.com |
| 2021-12-08 |
delete email ge..@assetstrategyconsultants.com |
| 2021-12-08 |
delete email sa..@assetstrategyconsultants.com |
| 2021-12-08 |
delete email se..@assetstrategyconsultants.com |
| 2021-12-08 |
delete fax 781-222-3002 |
| 2021-12-08 |
delete person Dawn P. Durden |
| 2021-12-08 |
delete person John Gentry |
| 2021-12-08 |
delete person Kent A. Fitzpatrick |
| 2021-12-08 |
delete person Mary Pat Seurkamp |
| 2021-12-08 |
delete person Rosario "Sal" Salamone |
| 2021-12-08 |
delete phone 01760-1535 |
| 2021-12-08 |
delete phone 781-235-4426 |
| 2021-12-08 |
insert email ay..@assetstrategyconsultants.com |
| 2021-12-08 |
insert person Elizabeth Aycock |
| 2021-12-08 |
update person_title Kathy Maki: Administrative Assistant => Office Administrator |
| 2021-09-12 |
insert email ma..@assetstrategyconsultants.com |
| 2021-09-12 |
insert person Kathy Maki |
| 2021-04-16 |
delete email tl..@assetstrategyconsultants.com |
| 2021-04-16 |
insert about_pages_linkeddomain linkedin.com |
| 2021-04-16 |
insert about_pages_linkeddomain youtube.com |
| 2021-04-16 |
insert associated_investor Brinson Partners |
| 2021-04-16 |
insert contact_pages_linkeddomain linkedin.com |
| 2021-04-16 |
insert contact_pages_linkeddomain youtube.com |
| 2021-04-16 |
insert email bu..@assetstrategyconsultants.com |
| 2021-04-16 |
insert email cg..@assetstrategyconsultants.com |
| 2021-04-16 |
insert email ge..@assetstrategyconsultants.com |
| 2021-04-16 |
insert email le..@assetstrategyconsultants.com |
| 2021-04-16 |
insert index_pages_linkeddomain linkedin.com |
| 2021-04-16 |
insert index_pages_linkeddomain youtube.com |
| 2021-04-16 |
insert management_pages_linkeddomain youtube.com |
| 2021-04-16 |
insert person John Gentry |
| 2021-04-16 |
insert person Juan M. Buendia |
| 2021-04-16 |
insert service_pages_linkeddomain linkedin.com |
| 2021-04-16 |
insert service_pages_linkeddomain youtube.com |
| 2021-02-23 |
delete phone 01760-1526 |
| 2021-02-23 |
insert phone 01760-1535 |
| 2021-02-23 |
update person_description Sara K. Morgan => Sara K. Morgan |
| 2021-01-22 |
insert index_pages_linkeddomain facebook.com |
| 2020-03-03 |
delete office_emails st..@assetstrategyconsultants.com |
| 2020-03-03 |
delete email ra..@assetstrategyconsultants.com |
| 2020-03-03 |
delete email st..@assetstrategyconsultants.com |
| 2020-03-03 |
delete email tr..@assetstrategyconsultants.com |
| 2020-03-03 |
delete email wh..@assetstrategyconsultants.com |
| 2020-03-03 |
delete person Richard R. Racine |
| 2020-03-03 |
delete person Sean D. Whalen |
| 2020-03-03 |
delete person Susan St. Hilaire |
| 2020-03-03 |
delete person Tyrone Rose Jr. |
| 2020-03-03 |
insert email ma..@assetstrategyconsultants.com |
| 2020-03-03 |
insert person Keaton T. Macut |
| 2020-01-28 |
insert cfo Nelson Ramirez |
| 2020-01-28 |
insert email ra..@assetstrategyconsultants.com |
| 2020-01-28 |
insert person Nelson Ramirez |
| 2020-01-28 |
update person_description Anne B. Hernandez => Anne B. Hernandez |
| 2019-11-27 |
delete otherexecutives Janet P. Scott |
| 2019-11-27 |
insert chiefinvestmentofficer Andrew W. Conner |
| 2019-11-27 |
delete email ba..@assetstrategyconsultants.com |
| 2019-11-27 |
delete email sc..@assetstrategyconsultants.com |
| 2019-11-27 |
delete email wi..@assetstrategyconsultants.com |
| 2019-11-27 |
delete person Janet P. Scott |
| 2019-11-27 |
delete person Joshua D. Wingeart |
| 2019-11-27 |
delete person William O. Badger |
| 2019-11-27 |
insert email co..@assetstrategyconsultants.com |
| 2019-11-27 |
insert person Andrew W. Conner |
| 2019-07-28 |
delete address 4720 Gettysburg Road
Suite 201B
Mechanicsburg, PA 17055-8420 |
| 2019-07-28 |
delete partner MSCI Inc. |
| 2019-07-28 |
delete partner PensionMark |
| 2019-07-28 |
insert address 3500 Market Street
Suite 102
Camp Hill, PA 17011 |
| 2018-10-18 |
insert email tr..@assetstrategyconsultants.com |
| 2018-10-18 |
insert person Tyrone Rose Jr. |
| 2018-08-08 |
delete email ch..@assetstrategyconsultants.com |
| 2018-08-08 |
delete email th..@assetstrategyconsultants.com |
| 2018-08-08 |
delete person Carter N. Thallon |
| 2018-08-08 |
delete person Joseph T. Chadwick |
| 2018-08-08 |
insert email wh..@assetstrategyconsultants.com |
| 2018-08-08 |
insert email wr..@assetstrategyconsultants.com |
| 2018-08-08 |
insert person Sean D. Whalen |
| 2018-08-08 |
insert person William I. Wright |
| 2018-06-18 |
delete email co..@assetstrategyconsultants.com |
| 2018-06-18 |
delete email gi..@assetstrategyconsultants.com |
| 2018-06-18 |
delete email zi..@assetstrategyconsultants.com |
| 2018-06-18 |
delete person Kate Zimmerman |
| 2018-06-18 |
delete person Rita H. Gilpin |
| 2018-06-18 |
delete person Sean D. Conner |
| 2018-03-18 |
delete email br..@assetstrategyconsultants.com |
| 2018-03-18 |
delete email bu..@assetstrategyconsultants.com |
| 2018-03-18 |
delete email fr..@assetstrategyconsultants.com |
| 2018-03-18 |
delete email jo..@assetstrategyconsultants.com |
| 2018-03-18 |
delete email mc..@assetstrategyconsultants.com |
| 2018-03-18 |
delete person Jack K. Burke |
| 2018-03-18 |
delete person John R. Brodacki, III |
| 2018-03-18 |
delete person Jordan C. Jones |
| 2018-03-18 |
delete person Melinda S. "Mindy" Friend |
| 2018-03-18 |
delete person Ryan C. McCarthy |
| 2018-03-18 |
insert email js..@assetstrategyconsultants.com |
| 2018-03-18 |
insert person Jessica E. Stevens |
| 2017-09-15 |
delete email ma..@assetstrategyconsultants.com |
| 2017-09-15 |
delete email wo..@assetstrategyconsultants.com |
| 2017-09-15 |
delete person Meghan M. Marchand |
| 2017-09-15 |
delete person Shirley Woodyard |
| 2017-08-05 |
delete email co..@assetstrategyconsultants.com |
| 2017-08-05 |
delete email da..@assetstrategyconsultants.com |
| 2017-08-05 |
delete person Holly M. Daniels |
| 2017-08-05 |
delete person Sean D. Connor |
| 2017-08-05 |
insert email br..@assetstrategyconsultants.com |
| 2017-08-05 |
insert email bu..@assetstrategyconsultants.com |
| 2017-08-05 |
insert email co..@assetstrategyconsultants.com |
| 2017-08-05 |
insert email jo..@assetstrategyconsultants.com |
| 2017-08-05 |
insert email lu..@assetstrategyconsultants.com |
| 2017-08-05 |
insert email mc..@assetstrategyconsultants.com |
| 2017-08-05 |
insert email me..@assetstrategyconsultants.com |
| 2017-08-05 |
insert person Jack K. Burke |
| 2017-08-05 |
insert person John R. Brodacki, III |
| 2017-08-05 |
insert person Jordan C. Jones |
| 2017-08-05 |
insert person Melissa M. Lucas |
| 2017-08-05 |
insert person Robert "Bobby" G. Merrick, III |
| 2017-08-05 |
insert person Ryan C. McCarthy |
| 2017-08-05 |
insert person Sean D. Conner |
| 2017-08-05 |
update person_description Carter Thallon => Carter N. Thallon |
| 2017-08-05 |
update person_description Dawn P. Durden => Dawn P. Durden |
| 2017-08-05 |
update person_description Kate Zimmerman => Kate Zimmerman |
| 2017-08-05 |
update person_description Rosario S. Salamone => Rosario S. Salamone |
| 2017-08-05 |
update person_title Carter N. Thallon: Marketing & Communications => Marketing & Communication Administrator |
| 2017-08-05 |
update person_title David E. Saunders, II: Consultant => Principal |
| 2017-08-05 |
update person_title Kate Zimmerman: Business Development => Business Development Administrator |
| 2017-08-05 |
update person_title Richard R. Racine: Business Development Administrator => Business Development Administrator With the Boston |
| 2017-05-22 |
delete email pi..@assetstrategyconsultants.com |
| 2017-05-22 |
delete person Matthew V. Pierce |
| 2017-05-22 |
update person_description William B. McCall => William B. McCall |
| 2016-12-08 |
delete source_ip 45.56.109.202 |
| 2016-12-08 |
insert email da..@assetstrategyconsultants.com |
| 2016-12-08 |
insert person Holly M. Daniels |
| 2016-12-08 |
insert source_ip 104.198.100.171 |
| 2016-10-12 |
update person_title Melinda S. "Mindy" Friend: Client Services Administrator / Executive Assistant => Client Services Manager; Executive Assistant |
| 2016-09-14 |
insert about_pages_linkeddomain sharefile.com |
| 2016-09-14 |
insert client_pages_linkeddomain sharefile.com |
| 2016-09-14 |
insert contact_pages_linkeddomain sharefile.com |
| 2016-09-14 |
insert index_pages_linkeddomain sharefile.com |
| 2016-09-14 |
insert management_pages_linkeddomain sharefile.com |
| 2016-09-14 |
insert partner PensionMark |
| 2016-09-14 |
insert partner_pages_linkeddomain sharefile.com |
| 2016-09-14 |
insert service_pages_linkeddomain sharefile.com |
| 2016-09-14 |
update person_description Stacy S. Heistand => Stacy S. Heistand |
| 2016-08-17 |
delete address 1213 Chersonese Round
Charleston, SC 29464-9545 |
| 2016-08-17 |
delete address 301 W. Barbee Chapel Road
Suite 240
Raleigh/Durham, NC 27517-7513 |
| 2016-08-17 |
delete address 4720 Gettysburg Road
Suite 201B
Harrisburg, PA 17055-8420 |
| 2016-08-17 |
delete address 5 Commonwealth Road
Suite 3A
Boston, MA 01760-1526 |
| 2016-08-17 |
delete address 6 North Park Drive
Suite 208
Baltimore, MD 21030-1820 |
| 2016-08-17 |
insert address 1213 Chersonese Round
Mount Pleasant, SC 29464-9545 |
| 2016-08-17 |
insert address 301 W. Barbee Chapel Road
Suite 240
Chapel Hill, NC 27517-7513 |
| 2016-08-17 |
insert address 4720 Gettysburg Road
Suite 201B
Mechanicsburg, PA 17055-8420 |
| 2016-08-17 |
insert address 5 Commonwealth Road
Suite 3A
Natick, MA 01760-1526 |
| 2016-08-17 |
insert address 6 North Park Drive
Suite 208
Hunt Valley, MD 21030-1820 |
| 2016-08-17 |
update primary_contact 6 North Park Drive
Suite 208
Baltimore, MD 21030-1820 => 6 North Park Drive
Suite 208
Hunt Valley, MD 21030-1820 |
| 2016-06-22 |
insert office_emails st..@assetstrategyconsultants.com |
| 2016-06-22 |
delete person Sarah K. Morgan |
| 2016-06-22 |
insert email ba..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email bb..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email bo..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email ch..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email co..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email du..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email fi..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email fr..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email fr..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email gi..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email gr..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email he..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email he..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email he..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email kc@assetstrategyconsultants.com |
| 2016-06-22 |
insert email mc..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email me..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email mo..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email mo..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email mo..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email pi..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email ra..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email sa..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email sa..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email sc..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email se..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email st..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email su..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email th..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email wi..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email wo..@assetstrategyconsultants.com |
| 2016-06-22 |
insert email zi..@assetstrategyconsultants.com |
| 2016-06-22 |
insert person Sara K. Morgan |
| 2016-06-22 |
update person_description David E. Saunders, II => David E. Saunders, II |
| 2016-06-22 |
update person_description India G. Suter => India G. Suter |
| 2016-04-11 |
update website_status Disallowed => OK |
| 2016-04-11 |
delete address Six North Park Drive, Suite 208
Hunt Valley, MD 21030 |
| 2016-04-11 |
delete source_ip 74.220.207.147 |
| 2016-04-11 |
insert source_ip 45.56.109.202 |
| 2016-04-11 |
update robots_txt_status www.assetstrategyconsultants.com: 404 => 200 |
| 2016-02-24 |
update website_status FlippedRobots => Disallowed |
| 2016-02-04 |
update website_status OK => FlippedRobots |
| 2015-12-04 |
delete address 400 S. Australian Avenue, Suite 750,
West Palm Beach, FL 33401 |
| 2015-12-04 |
delete fax 561-253-7501 |
| 2015-12-04 |
delete phone 561-253-7500 |
| 2015-10-07 |
delete email dm..@assetstrategyconsultants.com |
| 2015-10-07 |
delete email ro..@assetstrategyconsultants.com |
| 2015-10-07 |
delete person David F. Rose |
| 2015-10-07 |
delete person Doris E. Morrison |
| 2015-08-07 |
delete otherexecutives James A. Pisano |
| 2015-08-07 |
delete email le..@assetstrategyconsultants.com |
| 2015-08-07 |
delete email pi..@assetstrategyconsultants.com |
| 2015-08-07 |
delete email ro..@assetstrategyconsultants.com |
| 2015-08-07 |
delete email sm..@assetstrategyconsultants.com |
| 2015-08-07 |
delete email st..@assetstrategyconsultants.com |
| 2015-08-07 |
delete email st..@assetstrategyconsultants.com |
| 2015-08-07 |
delete fax 847-620-2083 |
| 2015-08-07 |
delete person Beau Smith |
| 2015-08-07 |
delete person Blanche P. Roche |
| 2015-08-07 |
delete person James A. Pisano |
| 2015-08-07 |
delete person Melanie N. Stranix |
| 2015-08-07 |
delete person Robert Levin |
| 2015-08-07 |
delete phone 410-528-8282 ext.1006 |
| 2015-08-07 |
delete phone 410-528-8282 ext.1021 |
| 2015-08-07 |
delete phone 410-528-8282 ext.1031 |
| 2015-08-07 |
delete phone 410-528-8282 ext.1032 |
| 2015-08-07 |
delete phone 410-528-8282 ext.1041 |
| 2015-08-07 |
delete phone 847-506-9827 |
| 2015-08-07 |
insert email co..@assetstrategyconsultants.com |
| 2015-08-07 |
insert email co..@assetstrategyconsultants.com |
| 2015-08-07 |
insert email fr..@assetstrategyconsultants.com |
| 2015-08-07 |
insert email wi..@assetstrategyconsultants.com |
| 2015-08-07 |
insert person Joshua D. Wingeart |
| 2015-08-07 |
insert person Mindy S. Friend |
| 2015-08-07 |
insert phone 410-528-8282 ext.1026 |
| 2015-08-07 |
update person_description India G. Suter => India G. Suter |
| 2014-11-02 |
delete email kr..@assetstrategyconsultants.com |
| 2014-11-02 |
delete person Charles M. Kronsberg |
| 2014-11-02 |
insert email ro..@assetstrategyconsultants.com |
| 2014-09-25 |
delete source_ip 66.147.240.166 |
| 2014-09-25 |
insert source_ip 74.220.207.147 |
| 2013-10-27 |
delete email ar..@assetstrategyconsultants.com |
| 2013-10-27 |
delete email fr..@assetstrategyconsultants.com |
| 2013-10-27 |
delete phone (561) 253-7500 ext 13 |
| 2013-10-27 |
delete phone 561-253-7500 ext 16 |
| 2013-10-27 |
delete source_ip 67.20.76.117 |
| 2013-10-27 |
insert source_ip 66.147.240.166 |
| 2013-09-17 |
update person_description Sara Morgan => Sara Morgan |
| 2013-06-25 |
delete email te..@assetstrategyconsultants.com |
| 2013-06-25 |
delete person Burak Tekes |
| 2013-06-25 |
delete person Mindy S. Friend |
| 2013-06-25 |
delete phone (717) 602-1100 ext 130 |
| 2013-06-25 |
delete phone 410-528-8282 ext.1035 |
| 2013-06-25 |
delete source_ip 66.147.240.187 |
| 2013-06-25 |
insert email kr..@assetstrategyconsultants.com |
| 2013-06-25 |
insert email pi..@assetstrategyconsultants.com |
| 2013-06-25 |
insert email su..@assetstrategyconsultants.com |
| 2013-06-25 |
insert person Charles M. Kronsberg |
| 2013-06-25 |
insert person India G. Suter |
| 2013-06-25 |
insert person Mary Pat Seurkamp |
| 2013-06-25 |
insert person Matthew V. Pierce |
| 2013-06-25 |
insert phone 1-866-344-8282 |
| 2013-06-25 |
insert phone 781-263-1615 |
| 2013-06-25 |
insert source_ip 67.20.76.117 |
| 2013-06-25 |
update person_description Fran M. Coopersmith => Fran M. Coopersmith |
| 2013-06-25 |
update person_description Kent A. Fitzpatrick => Kent A. Fitzpatrick |