| Date | Description |
|---|
| 2024-04-05 |
delete person Rebecca Fisher |
| 2024-04-05 |
update person_description Deva Martin => Deva Martin |
| 2024-04-05 |
update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities |
| 2024-04-05 |
update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income |
| 2023-09-27 |
insert person Finding His Way |
| 2023-09-27 |
update person_description B.J. Crook => B.J. Crook |
| 2023-07-27 |
insert personal_emails br..@nm.com |
| 2023-07-27 |
insert person Brian Tran |
| 2023-07-27 |
update person_description Breanna Nicole Hill => Breanna Nicole Hill |
| 2023-07-27 |
update person_description Kenzie Shipe => Kenzie Shipe |
| 2023-07-27 |
update person_description Rachel T Wren => Rachel T Wren |
| 2023-04-19 |
update person_title Aditi Javeri Gokhale: Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments => Member of the SENIOR LEADERSHIP TEAM; Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
| 2023-04-19 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-04-19 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2022-11-25 |
delete personal_emails ma..@nm.com |
| 2022-11-25 |
insert personal_emails br..@nm.com |
| 2022-11-25 |
delete person Mary Sojourner |
| 2022-11-25 |
insert person Breanna Nicole Hill |
| 2022-11-25 |
insert person Daniel Baumgart |
| 2022-11-25 |
insert person Deva Martin |
| 2022-11-25 |
insert person Jarodd White |
| 2022-11-25 |
insert person MacKenzie Schill |
| 2022-11-25 |
insert person Shayla Martin |
| 2022-11-25 |
update person_title Daniel J. Adams: Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Portfolio Manager, Private Client Services |
| 2022-07-01 |
delete person Huyen Dieu Stewart |
| 2022-04-28 |
delete ceo Evamarie Schoenborn |
| 2022-04-28 |
delete otherexecutives Erin Kathleen Mooring |
| 2022-04-28 |
delete personal_emails er..@nm.com |
| 2022-04-28 |
delete president Evamarie Schoenborn |
| 2022-04-28 |
insert personal_emails ke..@nm.com |
| 2022-04-28 |
delete person Brandon Hofmann |
| 2022-04-28 |
delete person Erin Kathleen Mooring |
| 2022-04-28 |
delete person Evamarie Schoenborn |
| 2022-04-28 |
delete person Ravi Mogallapu |
| 2022-04-28 |
insert person Alejandro (Alex) Esquivel |
| 2022-04-28 |
insert person Christopher Moser |
| 2022-04-28 |
insert person Dan Amiri |
| 2022-04-28 |
insert person Erjola Borici |
| 2022-04-28 |
insert person John E. (Jeb) Bentley |
| 2022-04-28 |
insert person Katie Wood |
| 2022-04-28 |
insert person Kenzie Shipe |
| 2022-04-28 |
insert person Nicholas Creech |
| 2022-04-28 |
insert person Zach Freudenberg |
| 2022-04-28 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2022-04-28 |
update person_title Aditi Javeri Gokhale: Chief Commercial Officer and President of Investment Products and Services; Member of the SENIOR LEADERSHIP TEAM => Member of the SENIOR LEADERSHIP TEAM; Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments |
| 2022-04-28 |
update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
| 2022-04-28 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
| 2022-04-28 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |
| 2022-04-28 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |
| 2021-09-22 |
update person_title Huyen Dieu Stewart: Associate Financial Representative => Director of Insurance Operations |
| 2021-08-13 |
insert ceo Evamarie Schoenborn |
| 2021-08-13 |
insert president Evamarie Schoenborn |
| 2021-08-13 |
delete person Michael Viroglio |
| 2021-08-13 |
delete person Wyatt Lee Marschang |
| 2021-08-13 |
insert person Aditi Javeri Gokhale |
| 2021-08-13 |
insert person Bonnie Tomczak |
| 2021-08-13 |
insert person Evamarie Schoenborn |
| 2021-08-13 |
insert person Jennifer Stell |
| 2021-08-13 |
insert person Marisol Garcia |
| 2021-08-13 |
insert person Ravi Mogallapu |
| 2021-08-13 |
update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-08-13 |
update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services |
| 2021-08-13 |
update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities |
| 2021-08-13 |
update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income |
| 2021-08-13 |
update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-08-13 |
update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income |
| 2021-08-13 |
update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-08-13 |
update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research |
| 2021-04-28 |
insert cmo Erin Kathleen Mooring |
| 2021-04-28 |
insert personal_emails ma..@nm.com |
| 2021-04-28 |
insert person Mary Sojourner |
| 2021-04-28 |
update person_title Erin Kathleen Mooring: Director of Client Relations and Marketing => Director of Marketing |
| 2021-01-23 |
delete personal_emails ju..@nm.com |
| 2021-01-23 |
insert personal_emails er..@nm.com |
| 2021-01-23 |
delete person Julie Kelso |
| 2021-01-23 |
insert person Erin Kathleen Mooring |
| 2021-01-23 |
insert person Wyatt Lee |
| 2021-01-23 |
update person_description Repp H. Lambert II => Repp Hinkle Lambert |
| 2020-02-13 |
delete personal_emails an..@nm.com |
| 2020-02-13 |
delete person Angie Whitner |
| 2019-11-27 |
delete personal_emails ni..@nm.com |
| 2019-11-27 |
delete person Nicole Djunaedi |
| 2019-07-03 |
insert personal_emails ni..@nm.com |
| 2019-07-03 |
insert person Nicole Djunaedi |
| 2019-03-27 |
update person_title Angela Marie Whitner: Director of Marketing and Client Services => Director of Client Relations and Marketing |
| 2019-03-27 |
update person_title Rachel T Wren: Associate Wealth Management Advisor => Director of Investments and Planning |
| 2018-11-24 |
insert person B.J. Crook |
| 2018-11-24 |
update person_title Angela Marie Whitner: Associate Financial Representative => Director of Marketing and Client Services |
| 2018-02-23 |
insert personal_emails ra..@nm.com |
| 2018-02-23 |
insert person Rachel T Wren |
| 2015-04-20 |
delete personal_emails er..@nm.com |
| 2015-04-20 |
delete person Erin Samol |
| 2014-11-11 |
insert personal_emails ju..@nm.com |
| 2014-11-11 |
delete person Roger E Crook |
| 2014-11-11 |
insert person Julie Kelso |
| 2014-05-11 |
delete personal_emails am..@nm.com |
| 2014-05-11 |
insert personal_emails er..@nm.com |
| 2014-05-11 |
delete person Amy C Caskey |
| 2014-05-11 |
insert person Erin Samol |