| Date | Description |
|---|
| 2024-04-07 |
delete personal_emails ma..@nm.com |
| 2024-04-07 |
delete person Madeline McGinn |
| 2024-04-07 |
delete person Rebecca Fisher |
| 2024-04-07 |
update person_title Denny Fulk: Partner at DKD Wealth Strategies Group; Wealth Management Advisor => Wealth Management Advisor |
| 2024-04-07 |
update person_title Jack Gorski: Member of the Large Cap Equity Team; Associate Portfolio Manager, Equities => Portfolio Manager, Equities |
| 2024-04-07 |
update person_title MacKenzie Schill: Investment Consultant => Portfolio Manager Specialist, Fixed Income |
| 2024-04-07 |
update person_title Maddie Woodie: Operations Associate; Operations Assistant => Director of Operations and Client Service |
| 2023-06-26 |
update person_description Matthew P Erbacher => Matthew P Erbacher |
| 2023-04-03 |
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 |
| 2023-04-03 |
update person_title Bonnie L. Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-04-03 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2022-10-09 |
delete coo Lorianne Montsinger |
| 2022-10-09 |
insert personal_emails ma..@nm.com |
| 2022-10-09 |
insert person Daniel Baumgart |
| 2022-10-09 |
insert person Jarodd White |
| 2022-10-09 |
insert person MacKenzie Schill |
| 2022-10-09 |
insert person Maddie Woodie |
| 2022-10-09 |
insert person Shayla Martin |
| 2022-10-09 |
update person_description Stephanie Mechutan => Stephanie Mechutan |
| 2022-10-09 |
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 |
| 2022-10-09 |
update person_title Lorianne Montsinger: Director of Operations => Retirement Plan Service Associate |
| 2022-10-09 |
update person_title Madeline McGinn: Client Experience Manager => Director of Insurance and Operations |
| 2022-10-09 |
update person_title Stephanie Mechutan: null => Client Service Representative |
| 2022-06-30 |
insert person Stephanie Mechutan |
| 2022-03-28 |
delete ceo Evamarie Schoenborn |
| 2022-03-28 |
delete personal_emails ka..@nm.com |
| 2022-03-28 |
delete president Evamarie Schoenborn |
| 2022-03-28 |
delete person Brandon Hofmann |
| 2022-03-28 |
delete person Epiffany Nelson |
| 2022-03-28 |
delete person Evamarie Schoenborn |
| 2022-03-28 |
delete person Katie Lowder |
| 2022-03-28 |
delete person Ravi Mogallapu |
| 2022-03-28 |
insert person Alejandro (Alex) Esquivel |
| 2022-03-28 |
insert person Christopher Moser |
| 2022-03-28 |
insert person Dan Amiri |
| 2022-03-28 |
insert person Erjola Borici |
| 2022-03-28 |
insert person John E. (Jeb) Bentley |
| 2022-03-28 |
insert person Katie Wood |
| 2022-03-28 |
insert person Nicholas Creech |
| 2022-03-28 |
insert person Zach Freudenberg |
| 2022-03-28 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2022-03-28 |
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 |
| 2022-03-28 |
update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
| 2022-03-28 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
| 2022-03-28 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |
| 2022-03-28 |
update person_title Ryan Kavanagh: Financial Representative => Financial Advisor |
| 2022-03-28 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |
| 2021-09-15 |
delete personal_emails he..@nm.com |
| 2021-09-15 |
insert personal_emails ry..@nm.com |
| 2021-09-15 |
delete person Heather Buys |
| 2021-09-15 |
insert person Ryan T. Kavanagh |
| 2021-08-08 |
insert ceo Evamarie Schoenborn |
| 2021-08-08 |
insert president Evamarie Schoenborn |
| 2021-08-08 |
delete person Michael Viroglio |
| 2021-08-08 |
insert person Aditi Javeri Gokhale |
| 2021-08-08 |
insert person Bonnie Tomczak |
| 2021-08-08 |
insert person Evamarie Schoenborn |
| 2021-08-08 |
insert person Jennifer Stell |
| 2021-08-08 |
insert person Marisol Garcia |
| 2021-08-08 |
insert person Ravi Mogallapu |
| 2021-08-08 |
update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-08-08 |
update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services |
| 2021-08-08 |
update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities |
| 2021-08-08 |
update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income |
| 2021-08-08 |
update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-08-08 |
update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income |
| 2021-08-08 |
update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-08-08 |
update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research |
| 2021-07-03 |
insert person Epiffany Nelson |
| 2021-07-03 |
update person_description Heather Buys => Heather Buys |
| 2021-07-03 |
update person_description Katie Lowder => Katie Lowder |
| 2021-07-03 |
update person_description Kenneth Hiatt => Kenneth Hiatt |
| 2021-07-03 |
update person_description Lorianne Montsinger => Lorianne Montsinger |
| 2021-07-03 |
update person_description Madeline McGinn => Madeline McGinn |
| 2021-07-03 |
update person_description Michael Kramer CFP => Michael Kramer |
| 2021-07-03 |
update person_title Denny Fulk: Advisor => Partner at DKD Wealth Strategies Group; Advisor |
| 2021-07-03 |
update person_title Katie Lowder: Insurance Operations Associate => Director of Insurance Services |
| 2021-04-27 |
update person_title Madeline McGinn: Financial Representative Assistant => Client Experience Manager |
| 2021-02-03 |
insert personal_emails ma..@nm.com |
| 2021-02-03 |
delete person Carson McGill |
| 2021-02-03 |
insert person Jim Murray |
| 2021-02-03 |
insert person Madeline McGinn |
| 2021-02-03 |
insert person Tony Desrochers |
| 2021-02-03 |
update person_title Aaron Thill: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2021-02-03 |
update person_title Chip Dotson CFP: Advisor; Partner => Advisor |
| 2021-02-03 |
update person_title David Andrzejewski: Portfolio Manager - Private Client Services => Senior Director - Private Client Services |
| 2021-02-03 |
update person_title Jack Gorski: Investment Research Analyst - Equities => Associate Portfolio Manager - Equities |
| 2021-02-03 |
update person_title Jenna Koenings: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2021-02-03 |
update person_title Karissa Zanoni: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2021-02-03 |
update person_title Matthew D. Wilbur: Assistant Director - Advisory Investments => Senior Director - Advisory Investments |
| 2021-02-03 |
update person_title Michael Viroglio: Investment Analyst - Fixed Income => Associate Portfolio Manager - Fixed Income |
| 2021-02-03 |
update person_title Rebecca Fisher: Portfolio Management Associate - Fixed Income => Associate Portfolio Manager - Fixed Income |
| 2021-02-03 |
update person_title Stefanie Cheske: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2020-09-27 |
delete person John A. Mlekoday FP |
| 2020-09-27 |
insert person John A. Mlekoday CFP |
| 2020-02-16 |
insert coo Lorianne Montsinger |
| 2020-02-16 |
delete person Madeline McGinn |
| 2020-02-16 |
update person_title Heather Buys: Director of Insurance Services => Client Relations Manager |
| 2020-02-16 |
update person_title Katie Lowder: Associate Financial Representative => Insurance Operations Associate |
| 2020-02-16 |
update person_title Kenneth Hiatt: Associate Financial Representative => Investment Operations Associate |
| 2020-02-16 |
update person_title Lorianne Montsinger: Director of Operations and Client Service => Director of Operations |
| 2019-12-01 |
update person_description Kenneth Paul Hiatt => Kenneth Hiatt |
| 2019-12-01 |
update person_title Kenneth Hiatt: null => Associate Financial Representative |
| 2019-12-01 |
update person_title Madeline McGinn: null => Client Relations Manager |
| 2019-10-31 |
delete personal_emails jo..@nm.com |
| 2019-10-31 |
delete person John Boulware |
| 2019-10-31 |
update person_title Kenneth Paul Hiatt: Associate Financial Representative => null |
| 2019-08-21 |
delete personal_emails kr..@nm.com |
| 2019-08-21 |
delete personal_emails ri..@nm.com |
| 2019-08-21 |
insert personal_emails de..@nm.com |
| 2019-08-21 |
insert personal_emails ke..@nm.com |
| 2019-08-21 |
insert personal_emails ma..@nm.com |
| 2019-08-21 |
delete person Gerald E. Fradin |
| 2019-08-21 |
delete person Kristina Hitchens |
| 2019-08-21 |
insert person Denny Fulk |
| 2019-08-21 |
insert person Kenneth Paul Hiatt |
| 2019-08-21 |
insert person Madeline Elena McGinn |
| 2019-04-01 |
update person_title Chip Dotson CFP: Advisor; Wealth Management Advisor => Advisor; Partner |
| 2018-12-24 |
update person_description Richard A DeVita Jr => Richard A DeVita Jr |
| 2018-02-09 |
insert personal_emails kr..@nm.com |
| 2018-02-09 |
insert person Kristina Hitchens |
| 2017-11-30 |
insert personal_emails he..@nm.com |
| 2017-11-30 |
insert personal_emails mi..@nm.com |
| 2017-11-30 |
delete person Shirley J Wilson |
| 2017-11-30 |
insert person DeVita Kavanagh Dotson |
| 2017-11-30 |
insert person Heather Buys |
| 2017-11-30 |
insert person Lorianne S Montsinger |
| 2017-11-30 |
insert person Michael B Kramer |
| 2015-04-18 |
delete personal_emails ka..@nmfn.com |
| 2015-04-18 |
delete person DeVita Kavanagh Dotson |
| 2015-04-18 |
delete person Karen O Dean |
| 2014-11-06 |
delete person Rene G Ramirez |