PENSION & WEALTH MANAGEMENT - History of Changes


DateDescription
2024-03-18 delete ceo Alan C. Simpson
2024-03-18 insert ceo James M. Boyd
2024-03-18 insert ceo Robert A. Veek
2024-03-18 delete person Alan C. Simpson
2024-03-18 insert person James M. Boyd
2024-03-18 insert person Robert A. Veek
2024-03-18 update person_description Hannah R. Fortier => Hannah R. Fortier
2023-07-27 delete ceo Ben M. Matzilevich
2023-07-27 delete person Ben M. Matzilevich
2023-07-27 insert person Helen L. Barber
2022-10-30 update person_title Allison A. Majka: Senior Associate => Senior Associate; Director of Client Service
2022-10-30 update person_title Hannah R. Fortier: Associate => Associate; Client Service Associate
2022-03-26 delete person George M. Geraghty
2021-08-26 update person_title George P. Webb: Managing Partner => Managing Partner; Chief Executive Officer
2021-07-21 update person_description Brian T. Gasbarro => Brian T. Gasbarro
2021-07-21 update person_description George P. Webb => George P. Webb
2021-06-18 insert person George M. Geraghty
2021-04-22 insert ceo Anna Nicastro
2021-04-22 delete person Larissa Gutterman
2021-04-22 delete person Marilyn M. Rowland
2021-04-22 delete person Sarah Morse
2021-04-22 insert person Anna Nicastro
2021-01-31 insert ceo Ben M. Matzilevich
2021-01-31 insert ceo Brian T. Gasbarro
2021-01-31 insert ceo David J. Serpa
2021-01-31 insert ceo Frederick F. Sears
2021-01-31 insert otherexecutives David J. Serpa
2021-01-31 insert person Ben M. Matzilevich
2021-01-31 insert person Brian T. Gasbarro
2021-01-31 insert person David J. Serpa
2021-01-31 insert person Frederick F. Sears
2021-01-31 insert person Marilyn M. Rowland
2021-01-31 insert person Sarah Morse
2016-07-05 delete person Robert Lanciault
2015-10-19 delete person Kelsey Brennan
2015-10-19 insert person Aaron Spelker
2015-10-19 insert person Phillip L. Wong
2015-05-23 update person_title Jessy Torres: Director of Client Services => Director of Operations and Client Services; Director of Client Services
2015-05-23 update person_title Judy Morris: Manager of Operations => Manager of Client Services
2015-04-25 update person_description Neil G. McInnis => Neil G. McInnis
2015-01-27 delete person Rob Cant
2015-01-27 insert person Kelsey Brennan
2015-01-27 insert person Robert Lanciault
2014-04-18 insert person Rob Cant