GLENVIEW TRUST - History of Changes


DateDescription
2024-04-05 delete person Cash Cassady
2024-04-05 delete person Rebecca A. Martin
2024-04-05 insert person Lanny White
2023-10-12 insert chieflegalofficer Anuj G. Rastogi
2023-10-12 delete person Ann Marie Elpers
2023-10-12 insert person Ann Georgehead
2023-10-12 insert person William Husband
2023-10-12 update person_title Anuj G. Rastogi: Corporate Counsel and Chief Fiduciary Officer; Member of the Kentucky Bar Association => Corporate Counsel; Member of the Kentucky Bar Association; Managing Principal
2023-10-12 update person_title Bill Stone: Chief Investment Officer of Stone Investment Partners LLC; Chief Investment Officer => Chief Investment Officer of Stone Investment Partners LLC; Chief Investment Officer; Managing Principal
2023-07-21 insert person JT VanMeter
2023-02-07 insert otherexecutives Ryan Bridgeman
2023-02-07 insert person Ryan Bridgeman
2023-02-07 update person_description W. Austin Musselman => W. Austin Musselman
2022-11-02 insert person Craig E. Browning
2022-11-02 insert person Elizabeth J. McKinney
2022-09-06 insert person C. Shawn Fox
2022-09-06 insert person Greg Wassom
2022-09-06 update person_description Regina Rapier Beckman => Regina Rapier Beckman
2022-08-06 delete person Katie Reisz
2022-08-06 insert person Katherine T. Reisz
2022-07-03 delete otherexecutives David A. Jones, Sr.
2022-07-03 delete person Cindy Armstrong
2022-07-03 delete person David A. Jones, Sr.
2022-07-03 delete person Emily Ledford Lawrence
2022-07-03 delete person Pam Peter
2022-07-03 insert person Cash Cassady
2022-07-03 insert person Katie Reisz
2022-07-03 insert person Ken Bowling
2022-07-03 update person_title Ina Brown Bond: Member of the BOARD of DIRECTORS; Director Emeritus => Member of the BOARD of DIRECTORS
2022-04-30 delete otherexecutives Fred Ryser
2022-04-30 delete person Fred Ryser
2022-04-30 insert person Megan Cleveland
2022-04-30 insert person Susan Saylor
2022-03-30 delete person Thomas H. Monarch
2022-02-11 insert person Doug Dean
2022-02-11 insert person Katelyn L. Brown
2022-02-11 insert person Suzanne L. Shaffar
2022-02-11 insert person Thomas H. Monarch
2022-02-11 update person_description Tawana Edwards => Tawana Edwards
2021-08-30 insert person Jessica Kayrouz Wissing
2021-08-30 insert person Melissa Asfahl-Robich
2021-08-30 update person_description TYLER J. MOORE => TYLER J. MOORE
2021-08-30 update person_title Tawana Edwards: Member of the Louisville; Member of the Board of Directors; Trust Principal => Member of the Louisville; Member of the Board of Directors
2021-01-30 delete ceo Tawana Edwards
2021-01-30 delete chiefinvestmentofficer Scott Neff
2021-01-30 insert chiefinvestmentofficer Bill Stone
2021-01-30 insert president Scott Neff
2021-01-30 insert person Bill Stone
2021-01-30 update person_title Ann Marie Elpers: Trust Professional => Trust Principal
2021-01-30 update person_title Cindy Armstrong: Trust Professional => Trust Principal
2021-01-30 update person_title D. Philip Austin: Investment Professional => Investment Principal
2021-01-30 update person_title David Draper: Investment Professional; Chartered Financial Analyst; Certified Public Accountant => Chartered Financial Analyst; Certified Public Accountant; Investment Principal
2021-01-30 update person_title Elizabeth Feldpausch: Trust Professional => Trust Principal
2021-01-30 update person_title Emily Ledford Lawrence: Trust Professional => Trust Principal
2021-01-30 update person_title Fred Ryser: Investment Officer; Investment Professional; Analyst and Portfolio Manager for Moore Capital => Investment Officer; Investment Principal
2021-01-30 update person_title Joanna L. Veirs: Financial Planning Professional => CFP; Member of the Financial Planning Association; Certified Public Accountant and a Certified Financial Planner; Planning Principal
2021-01-30 update person_title Joseph Mulloy: Trust Professional => Trust Principal
2021-01-30 update person_title Kyle O. Judd: Investment Professional => Investment Principal
2021-01-30 update person_title Madison R. Bennett: Financial Planning Professional => Planning Principal
2021-01-30 update person_title Michael Carr: Investment Professional => Investment Principal
2021-01-30 update person_title Pam Peter: Principal With; Investment Professional => Principal With; Investment Principal
2021-01-30 update person_title Ray M. Scholtz: Investment Professional => Investment Principal
2021-01-30 update person_title Richard E. Herrmann: Investment Professional => Investment Principal
2021-01-30 update person_title Robyn T. Raque: Investment Professional; Chartered Financial Analyst => Chartered Financial Analyst; Investment Principal
2021-01-30 update person_title Scott Neff: Co - Chief Executive Officer; Co - CEO, Chief Investment Officer; Chief Investment Officer => President; Chief Executive Officer
2021-01-30 update person_title Sherry M. Feldpausch: Trust Professional => Trust Principal; Chairman of Kentucky Wesleyan College Board of Trustees
2021-01-30 update person_title Stephanie L. Morgan-White: Trust Professional; Member of the Kentucky Bar Association => Member of the Kentucky Bar Association; Trust Principal; Investment Principal
2021-01-30 update person_title Tawana Edwards: Co - Chief Executive Officer; Member of the Louisville; Co - CEO => Member of the Louisville; Trust Principal
2021-01-30 update person_title Walt Koczot: Trust Professional => Member of the Louisville Bar Association Probate Section; Trust Principal
2020-09-20 update person_description Joseph Mulloy => Joseph Mulloy
2020-07-12 insert ceo Tawana Edwards
2020-07-12 insert person Michael Carr
2020-07-12 update person_title Tawana Edwards: Member of the Louisville; Co - Chief Executive Officer & Chief Fiduciary Officer; Co - CEO => Co - Chief Executive Officer; Member of the Louisville; Co - CEO
2020-04-04 insert person Anuj G. Rastogi
2020-04-04 insert person Kyle O. Judd
2020-04-04 insert person REBECCA A. MARTIN
2020-03-04 insert otherexecutives William C. Carstanjen
2020-03-04 insert person Elizabeth Feldpausch
2020-03-04 insert person William C. Carstanjen
2020-01-30 delete person Elizabeth Feldpausch
2020-01-30 delete person James Moore
2020-01-30 delete person Kyle O. Judd
2019-10-12 insert person Elizabeth Feldpausch
2019-06-07 delete otherexecutives R. ALEX RANKIN
2019-06-07 insert person W. Austin Musselman
2019-06-07 update person_description R. ALEX RANKIN => R. ALEX RANKIN
2019-06-07 update person_description SANDRA FRAZIER => Sandra Frazier
2019-06-07 update person_title INA BROWN BOND: Member of the Board of Directors => Director Emeritus
2019-06-07 update person_title R. ALEX RANKIN: Member of the Board of Directors; Chairman of the Board of Louisville Insurance Agency => Vice - Chairman of the Board of Directors; Chairman of the Board of Louisville Insurance Agency
2019-02-06 insert person Kyle O. Judd
2017-07-04 update person_title D. Philip Austin: Investments; Investment Professional => Investment Professional
2017-07-04 update person_title David Draper: Investments; Investment Professional; Chartered Financial Analyst; Certified Public Accountant => Investment Professional; Chartered Financial Analyst; Certified Public Accountant
2017-07-04 update person_title James Moore: Investments; Investment Professional => Investment Professional
2017-01-20 delete person Doris M. Skees
2016-11-22 insert person Joseph Mulloy
2016-06-09 insert person Stephanie L. Morgan-White
2015-10-16 insert otherexecutives R. Alex Rankin
2015-10-16 insert person R. Alex Rankin
2015-06-03 update person_title Elizabeth Morris: Principal, Communications and IT Manager => Principal
2014-12-09 insert person Robyn T. Raque
2013-11-17 delete otherexecutives Leonard M. Spaulding
2013-11-17 delete person Leonard M. Spaulding