| Date | Description |
|---|
| 2020-04-11 |
insert person Ruben Margolis |
| 2020-04-11 |
update person_title Howard Lutz: Shares Professional Insights on Challenges of Family Wealth; Senior Vice President; Member of the Business Development & Relationship Management Team => Senior Vice President; Member of the Business Development & Relationship Management Team |
| 2019-12-12 |
insert svp Daniel Garza |
| 2019-12-12 |
insert person Daniel Garza |
| 2019-12-12 |
insert person Linda Ortega |
| 2019-12-12 |
update person_title Howard Lutz: Senior Research Manager; Senior Vice President; Member of the Business Development & Relationship Management Team; Portfolio Manager => Shares Professional Insights on Challenges of Family Wealth; Senior Vice President; Member of the Business Development & Relationship Management Team |
| 2019-09-08 |
delete person David K. Alvarez |
| 2017-09-07 |
delete vp Jaime Chavez |
| 2017-09-07 |
delete person Jaime Chavez |
| 2016-01-11 |
insert person David K. Alvarez |
| 2016-01-11 |
update person_title Fernanda Novaes: Portfolio Manager / Business Development and; Portfolio Manager => Portfolio Manager / Financial Planning; Portfolio Manager |
| 2016-01-11 |
update person_title Kenneth Korngold: International Director; Member of the Relationship Management Team; International Director / Insurance => International Director; Member of the Relationship Management Team |
| 2015-06-04 |
update person_description Pablo Sotomayor => Pablo Sotomayor |
| 2015-04-10 |
delete person Guillermo Borrego |
| 2015-02-18 |
delete evp Sylvia S. Romo |
| 2015-02-18 |
delete person Sylvia S. Romo |
| 2014-05-23 |
delete vp Ana Bath |
| 2014-05-23 |
delete person Ana Bath |
| 2014-05-23 |
delete person Lupita Molina |
| 2014-05-23 |
update person_title Fernanda Novaes: Business Development and => Portfolio Manager / Business Development and; Portfolio Manager |
| 2014-05-23 |
update person_title Guillermo Borrego: Fixed Income Trader; Vice President / Fixed Income Trader => Portfolio Manager and Fixed Income Specialist; Vice President / Fixed Income Trader |
| 2014-05-23 |
update person_title Jerry Orosco: Fixed Income Trader => Portfolio Manager and Fixed Income Specialist |
| 2014-05-23 |
update person_title Kenneth Korngold: International Director; Member of the Relationship Management Team => International Director; Member of the Relationship Management Team; International Director / Insurance |
| 2014-05-23 |
update person_title Pablo Sotomayor: null => Portfolio Manager |
| 2013-11-28 |
delete coo Charles D. Lutz III |
| 2013-11-28 |
insert president Charles D. Lutz III |
| 2013-11-28 |
update person_description Alfredo La Rosa => Alfredo La Rosa |
| 2013-11-28 |
update person_title Charles D. Lutz III: in 2005 As Director and Chief Operating Officer; COO => in 2005 As Director and Chief Operating Officer; President |