| Date | Description |
|---|
| 2024-03-20 |
delete vp Yongtao Shi |
| 2024-03-20 |
delete person Blair Farinholt |
| 2024-03-20 |
delete person Brad Miller |
| 2024-03-20 |
delete person James Tschudy |
| 2024-03-20 |
delete person Margaret E. Gallogly |
| 2024-03-20 |
delete person Matthew J. Clemmer |
| 2024-03-20 |
delete person Nancy G. Angell |
| 2024-03-20 |
delete person Nuno Fernandes |
| 2024-03-20 |
delete person Pablo Salas |
| 2024-03-20 |
delete person Scott F. Baughman |
| 2024-03-20 |
delete person Siva Natarajan |
| 2024-03-20 |
delete person Sunil Parthasarathy |
| 2024-03-20 |
delete person Thomas A. Masi |
| 2024-03-20 |
delete person Yongtao Shi |
| 2024-03-20 |
insert person Chase Carmichael |
| 2024-03-20 |
insert person Richard Johannes |
| 2023-10-01 |
update person_description Nuno Fernandes => Nuno Fernandes |
| 2023-10-01 |
update person_description Taylor Cope => Taylor Cope |
| 2023-08-29 |
insert investor_pages_linkeddomain bdreporting.com |
| 2023-08-29 |
insert person Christa M. Maxwell |
| 2023-08-29 |
insert person Joe Pasquale |
| 2023-08-29 |
update person_description Taylor Cope => Taylor Cope |
| 2023-07-27 |
delete person James P. Line |
| 2023-07-27 |
insert person Emily McKenna |
| 2023-07-27 |
insert person Matthew T. Wheeler |
| 2023-07-27 |
insert person Ryan Lackey |
| 2023-06-25 |
delete vp Scott F. Baughman |
| 2023-06-25 |
update person_title Scott F. Baughman: Vice President; Relationship Manager; Client Service Associate => Client Service Associate; Vice President, Wealth Advisor |
| 2023-05-25 |
update person_description Stephen Repoff => Stephen Repoff |
| 2023-05-25 |
update person_title Gabriela L. Greenman: Principal, Equity Research Analyst => Partner, Equity Research Analyst |
| 2023-03-07 |
update person_description Stephen Repoff => Stephen Repoff |
| 2023-02-03 |
delete person Nancy R. Rimington |
| 2023-02-03 |
insert person Blair Farinholt |
| 2023-02-03 |
update person_description Kara M. South => Kara M. South |
| 2023-01-02 |
update person_description Kara M. South => Kara M. South |
| 2022-11-30 |
delete person Bradley S. Wilds |
| 2022-10-30 |
delete otherexecutives RIA Services |
| 2022-10-30 |
delete person Mark Y. Kim |
| 2022-10-30 |
delete person Michael Dingman |
| 2022-10-30 |
delete person RIA Services |
| 2022-10-30 |
insert person Scott R. Peterson |
| 2022-08-25 |
delete address 622 3rd Avenue, 32nd Floor
New York, NY 10017 |
| 2022-08-25 |
insert address 1675 Broadway, 18th Floor
New York, NY 10019 |
| 2022-08-25 |
insert person John-Ryan Quick |
| 2022-08-25 |
insert person Lulu Zheng |
| 2022-07-26 |
delete otherexecutives T. Williams Roberts III |
| 2022-07-26 |
delete otherexecutives Thomas F.X. Powers |
| 2022-07-26 |
delete person Christopher J. Ragone |
| 2022-07-26 |
insert person Alec DeWitt |
| 2022-07-26 |
insert person Henry Askew |
| 2022-07-26 |
insert person Michael Dingman |
| 2022-07-26 |
update person_title JR Quick: Regional Sales Director, New York Metro => Vice President, Regional Sales Director, New York Metro |
| 2022-07-26 |
update person_title T. Williams Roberts III: Co - President; Partner => Partner, Co - CEO |
| 2022-07-26 |
update person_title Thomas F.X. Powers: Co - President; Partner => Partner, Co - CEO |
| 2022-05-24 |
insert vp JR Quick |
| 2022-05-24 |
delete person Vasu Kasibhotla |
| 2022-05-24 |
insert person JR Quick |
| 2022-04-22 |
update person_title Alexander J. Matuschak: Member of Our Client; Client Service Associate => Member of Our Client; Senior Client Service Associate |
| 2022-04-22 |
update person_title Brendan Doucette: Vice President, Securitized Analyst / Government Bond Portfolio Manager => Principal, Securitized Analyst / Government Bond Portfolio Manager |
| 2022-04-22 |
update person_title David J. Rouse: Chief Compliance Officer => Principal; Chief Compliance Officer |
| 2022-04-22 |
update person_title James P. Line: Vice President; Relationship Manager; Vice President, Taxable Bond Client Portfolio Manager; Client Service Associate => Vice President; Relationship Manager; Vice President, Taxable Bond Client Portfolio Manager; Senior Client Service Associate |
| 2022-04-22 |
update person_title Katelyn A. Gallagher: Principal; Client Service Manager; Member of Our Private Client; Client Service Associate => Principal; Client Service Manager; Member of Our Private Client; Senior Client Service Associate |
| 2022-03-22 |
insert person Kara M. South |
| 2021-12-20 |
delete person David D. Hill |
| 2021-12-20 |
delete person Katelyn A. Burke |
| 2021-12-20 |
insert person Chad O'Neil |
| 2021-12-20 |
insert person Dylan M. Conneely |
| 2021-12-20 |
insert person Katelyn A. Gallagher |
| 2021-12-20 |
insert person Margaret E. Gallogly |
| 2021-12-20 |
insert person Matthew J. Perachi |
| 2021-12-20 |
insert person Melissa F. Jacoby |
| 2021-12-20 |
insert person Robert P. Shea |
| 2021-07-19 |
insert vp Daniel J. Fasciano |
| 2021-07-19 |
insert person Daniel J. Fasciano |
| 2021-07-19 |
update person_description Stephen Repoff => Stephen Repoff |
| 2021-06-16 |
update person_description Stephen Repoff => Stephen Repoff |
| 2021-06-16 |
update person_title James Tschudy: Global Strategist; Partner, Municipal Bond Portfolio Manager; Equity Research Analyst => Global Strategist; Partner, Municipal Bond Portfolio Manager; Vice President, Equity Research Analyst |
| 2021-06-16 |
update person_title Jeffrey T. Devine: Municipal Research Analyst => Vice President, Municipal Research Analyst |
| 2021-06-16 |
update person_title Kara E. Foley: Member of GW & K; Senior Client Service Associate => Vice President, Regional Sales Director, Northeast; Member of GW & K; Client Service Manager, Institutional |
| 2021-06-16 |
update person_title Sheri L. Paquette: Relationship Manager; Senior Client Service Associate => Relationship Manager; Relationship Manager / ESG Specialist |
| 2021-04-21 |
delete vp Terrence W. Walsh |
| 2021-04-21 |
delete person David E. Borah |
| 2021-04-21 |
insert person Christopher J. Ragone |
| 2021-04-21 |
insert person David Rouse |
| 2021-04-21 |
insert person Taylor Cope |
| 2021-04-21 |
update person_description Julie Sacchiero => Julie Sacchiero |
| 2021-04-21 |
update person_title Julie Sacchiero: Relationship Manager; Assistant => Relationship Manager |
| 2021-04-21 |
update person_title Ross P. McWilliams: Relationship Manager; Assistant; Partner, Director Client Service => Relationship Manager; Partner, Director Client Service |
| 2021-04-21 |
update person_title Terrence W. Walsh: Vice President; Client Service Manager; Regional Sales Director, Northwest => Principal; Client Service Manager; Regional Sales Director, Northwest |
| 2021-02-25 |
update website_status FlippedRobots => OK |
| 2021-02-25 |
delete source_ip 173.203.193.152 |
| 2021-02-25 |
insert source_ip 104.198.3.211 |
| 2021-02-25 |
update robots_txt_status www.gwkinvest.com: 404 => 200 |
| 2021-01-23 |
update website_status OK => FlippedRobots |
| 2020-05-15 |
delete otherexecutives Benjamin Klaas |
| 2020-05-15 |
insert otherexecutives Mark Y. Kim |
| 2020-05-15 |
delete person Benjamin Klaas |
| 2020-05-15 |
insert person Mark Y. Kim |
| 2020-05-15 |
update person_description M. Seamus Ryan => M. Seamus Ryan |
| 2020-05-15 |
update person_description Stephen Repoff => Stephen Repoff |
| 2020-05-15 |
update person_title Andrew Russo: Member of the Executive Committee; Regional Sales Director, South Central; Member of the Managed Accounts Sales Team and Is Responsible => Vice President, Regional Sales Director, South Central; Member of the Executive Committee; Member of the Managed Accounts Sales Team and Is Responsible |
| 2020-05-15 |
update person_title Mark Beidleman: Member of the Executive Committee; Regional Sales Director, Southeast => Member of the Executive Committee; Vice President, Regional Sales Director, Southeast |
| 2020-05-15 |
update person_title Nathan T. Sensor: Member of the Executive Committee; Regional Sales Director, Midwest => Member of the Executive Committee; Vice President, Regional Sales Director, Midwest |
| 2020-05-15 |
update person_title Vincent E. Zupo: Member of the Executive Committee; Regional Sales Director, West => Member of the Executive Committee; Vice President, Regional Sales Director, West |
| 2020-03-16 |
update person_title Lewis Collins: Member of the Executive Committee; General Counsel => Member of the Executive Committee; General Counsel; Partner |
| 2020-03-16 |
update person_title Pablo Salas: Member of the Executive Committee; Vice President, Portfolio Manager - Emerging Markets => Member of the Executive Committee; Partner, Portfolio Manager - Emerging Markets |
| 2019-12-10 |
delete otherexecutives Domenic Diele |
| 2019-12-10 |
insert otherexecutives David E. Borah |
| 2019-12-10 |
delete person Domenic Diele |
| 2019-12-10 |
insert associated_investor Century Capital Management |
| 2019-12-10 |
insert person David E. Borah |
| 2019-11-09 |
insert address 400 Park Avenue South, Suite 320
Winter Park, FL 32789 |
| 2019-11-09 |
insert address 622 3rd Avenue, 32nd Floor
New York, NY 10017 |
| 2019-11-09 |
insert phone 407.660.6100 |
| 2019-10-09 |
insert otherexecutives Charles J. Kace |
| 2019-10-09 |
insert otherexecutives Patrick J. Keogh |
| 2019-10-09 |
insert vp Charles J. Kace |
| 2019-10-09 |
insert person Charles J. Kace |
| 2019-10-09 |
insert person Patrick J. Keogh |
| 2019-10-09 |
update person_description Brian T. King => Brian T. King |
| 2019-09-08 |
delete otherexecutives John L. DelVecchio |
| 2019-09-08 |
delete person John L. DelVecchio |
| 2019-09-08 |
update person_title Brendan Doucette: Member of the Executive Committee; Vice President, Taxable Bond Portfolio Manager / Trader => Member of the Executive Committee; Vice President, Senior Securitized Analyst / Gov'T Bond Portfolio Manager |
| 2019-08-09 |
delete otherexecutives Jacqueline W. Williams |
| 2019-08-09 |
delete otherexecutives Michael J. Kane |
| 2019-08-09 |
insert otherexecutives Matthew J. Bucci |
| 2019-08-09 |
delete person Jacqueline W. Williams |
| 2019-08-09 |
delete person Michael J. Kane |
| 2019-08-09 |
insert address 222 Berkeley Street, 15th Floor, Boston, MA 02116 |
| 2019-08-09 |
insert person Matthew J. Bucci |
| 2019-08-09 |
update person_description Bradley S. Wilds => Bradley S. Wilds |
| 2019-08-09 |
update person_description James Tschudy => James Tschudy |
| 2019-08-09 |
update person_description Mary F. Kane => Mary F. Kane |
| 2019-08-09 |
update person_description T. Williams Roberts III => T. Williams Roberts III |
| 2019-07-09 |
insert otherexecutives Andrea M. Clark |
| 2019-07-09 |
insert person Andrea M. Clark |
| 2019-06-08 |
delete index_pages_linkeddomain trilogyadvisors.com |
| 2019-06-08 |
update person_title Gabriela L. Greenman: Member of the Executive Committee; Vice President, Equity Research Analyst => Member of the Executive Committee; Principal, Equity Research Analyst |
| 2019-04-08 |
insert otherexecutives Brad Miller |
| 2019-04-08 |
insert otherexecutives Bradley S. Wilds |
| 2019-04-08 |
insert otherexecutives James Tschudy |
| 2019-04-08 |
insert otherexecutives Matthew J. Clemmer |
| 2019-04-08 |
insert otherexecutives Nuno Fernandes |
| 2019-04-08 |
insert otherexecutives Pablo Salas |
| 2019-04-08 |
insert otherexecutives Siva Natarajan |
| 2019-04-08 |
insert otherexecutives Sunil Parthasarathy |
| 2019-04-08 |
insert otherexecutives Thomas A. Masi |
| 2019-04-08 |
insert otherexecutives Vasu Kasibhotla |
| 2019-04-08 |
insert otherexecutives William Sterling |
| 2019-04-08 |
insert person Brad Miller |
| 2019-04-08 |
insert person Bradley S. Wilds |
| 2019-04-08 |
insert person James Tschudy |
| 2019-04-08 |
insert person Matthew J. Clemmer |
| 2019-04-08 |
insert person Nuno Fernandes |
| 2019-04-08 |
insert person Pablo Salas |
| 2019-04-08 |
insert person Siva Natarajan |
| 2019-04-08 |
insert person Sunil Parthasarathy |
| 2019-04-08 |
insert person Thomas A. Masi |
| 2019-04-08 |
insert person Vasu Kasibhotla |
| 2019-04-08 |
insert person William Sterling |
| 2019-04-08 |
insert person Yongtao Shi |
| 2019-03-02 |
insert index_pages_linkeddomain trilogyadvisors.com |
| 2018-12-25 |
insert otherexecutives Jeffrey T. Devine |
| 2018-12-25 |
insert person Jeffrey T. Devine |
| 2018-08-29 |
delete otherexecutives Daniel Chihorek |
| 2018-08-29 |
delete person Daniel Chihorek |
| 2018-04-09 |
insert otherexecutives Matthew V. Spiegel |
| 2018-04-09 |
insert person Matthew V. Spiegel |
| 2018-04-09 |
update person_description Brendan Doucette => Brendan Doucette |
| 2018-04-09 |
update person_title Brendan Doucette: Member of the Executive Committee; Vice President, Taxable Bond Trader / Mortgage Analyst => Member of the Executive Committee; Vice President, Taxable Bond Portfolio Manager / Trader |
| 2018-04-09 |
update person_title Michael J. Clare: Member of the Executive Committee; Principal, Director, Institutional => Member of the Executive Committee; Partner, Director, Institutional |
| 2018-02-22 |
delete associated_investor Brown Brothers Harriman & Co. |
| 2018-02-22 |
update person_description Jeffrey R. Simmons => Jeffrey R. Simmons |
| 2018-01-12 |
insert otherexecutives Brian T. King |
| 2018-01-12 |
insert otherexecutives Domenic Diele |
| 2018-01-12 |
insert otherexecutives Kyle A. Bush |
| 2018-01-12 |
insert vp Brian T. King |
| 2018-01-12 |
insert person Brian T. King |
| 2018-01-12 |
insert person Domenic Diele |
| 2018-01-12 |
insert person Kyle A. Bush |
| 2017-12-14 |
delete otherexecutives F. Blake Cullimore |
| 2017-12-14 |
delete person F. Blake Cullimore |
| 2017-11-06 |
delete otherexecutives Giovanni Urbanucci |
| 2017-11-06 |
delete person Giovanni Urbanucci |
| 2017-06-13 |
update person_title Robert L. Gray: Partner, National Accounts Director; Member of the Executive Committee => Member of the Executive Committee; Partner, Head of National Accounts |
| 2017-03-09 |
delete otherexecutives Deirdre M. Legge |
| 2017-03-09 |
delete vp Deirdre M. Legge |
| 2017-03-09 |
delete person Deirdre M. Legge |
| 2017-03-09 |
update person_description Jeffrey O. Whitney => Jeffrey O. Whitney |
| 2017-03-09 |
update person_title Robert L. Gray: Member of the Executive Committee; Principal, National Accounts Director => Partner, National Accounts Director; Member of the Executive Committee |
| 2017-01-21 |
delete otherexecutives Christopher C. Langs |
| 2017-01-21 |
insert chieflegalofficer Lewis Collins |
| 2017-01-21 |
insert otherexecutives Lewis Collins |
| 2017-01-21 |
insert otherexecutives Mark Lewis |
| 2017-01-21 |
delete person Christopher C. Langs |
| 2017-01-21 |
insert person Lewis Collins |
| 2017-01-21 |
insert person Mark Lewis |
| 2017-01-21 |
update person_description Michael V. Rabuffo => Michael V. Rabuffo |
| 2016-12-04 |
insert otherexecutives Jay A. Hedstrom |
| 2016-12-04 |
insert person Jay A. Hedstrom |
| 2016-09-16 |
insert otherexecutives Chris Connolly |
| 2016-09-16 |
insert otherexecutives Mark Beidleman |
| 2016-09-16 |
insert person Chris Connolly |
| 2016-09-16 |
insert person Mark Beidleman |
| 2016-06-03 |
insert otherexecutives Brendan Doucette |
| 2016-06-03 |
insert otherexecutives Christopher C. Langs |
| 2016-06-03 |
insert person Brendan Doucette |
| 2016-06-03 |
insert person Christopher C. Langs |
| 2016-06-03 |
update person_description Jeffrey R. Simmons => Jeffrey R. Simmons |
| 2016-06-03 |
update person_title Michael J. Clare: Member of the Executive Committee; Vice President, Director, Institutional Business Development => Member of the Executive Committee; Principal, Director, Institutional |
| 2016-03-18 |
update website_status DomainNotFound => OK |
| 2016-03-18 |
delete otherexecutives John V. Brescia |
| 2016-03-18 |
insert otherexecutives Deirdre M. Legge |
| 2016-03-18 |
insert vp Deirdre M. Legge |
| 2016-03-18 |
delete person John V. Brescia |
| 2016-03-18 |
insert person Deirdre M. Legge |
| 2016-03-11 |
update website_status OK => DomainNotFound |
| 2015-10-21 |
insert otherexecutives Giovanni Urbanucci |
| 2015-10-21 |
insert person Giovanni Urbanucci |
| 2015-07-29 |
update person_description Jeffrey O. Whitney => Jeffrey O. Whitney |
| 2015-07-29 |
update person_title Leigh Shapiro Williamson: Member of the Executive Committee; Member of Our Equity Investment Team; Vice President, Equity Specialist => Member of the Executive Committee; Vice President, Client Portfolio Manager; Member of Our Equity Investment Team |
| 2015-06-23 |
insert otherexecutives M. Seamus Ryan |
| 2015-06-23 |
insert person M. Seamus Ryan |
| 2015-06-23 |
update person_description Jeffrey O. Whitney => Jeffrey O. Whitney |
| 2015-06-23 |
update person_description Joseph C. Craigen => Joseph C. Craigen |
| 2015-03-30 |
insert otherexecutives Aaron C. Clark |
| 2015-03-30 |
insert person Aaron C. Clark |
| 2015-03-30 |
update person_description Thomas F.X. Powers => Thomas F.X. Powers |
| 2015-03-30 |
update person_title Daniel Chihorek: Member of the Executive Committee; Municipal Research Analyst => Member of the Executive Committee; Vice President, Municipal Research Analyst |
| 2015-03-30 |
update person_title John L. DelVecchio: Member of the Executive Committee; Vice President, National Sales Manager, Managed Accounts => Principal, National Sales Manager, Managed Accounts; Member of the Executive Committee |
| 2015-03-30 |
update person_title Michael J. Clare: Member of the Executive Committee; Vice President, Institutional Business Development => Member of the Executive Committee; Vice President, Director of Institutional Business Development |
| 2015-02-22 |
insert otherexecutives John Ferguson |
| 2015-02-22 |
insert otherexecutives Michael J. Kane |
| 2015-02-22 |
insert person John Ferguson |
| 2015-02-22 |
insert person Michael J. Kane |
| 2014-12-19 |
insert otherexecutives Nathan T. Sensor |
| 2014-12-19 |
insert person Nathan T. Sensor |
| 2014-11-13 |
delete otherexecutives Sarrah E. McFadden |
| 2014-11-13 |
delete otherexecutives Schuyler S. Reece |
| 2014-11-13 |
insert otherexecutives Christopher Iovanna |
| 2014-11-13 |
delete person Sarrah E. McFadden |
| 2014-11-13 |
delete person Schuyler S. Reece |
| 2014-11-13 |
insert person Christopher Iovanna |
| 2014-10-05 |
insert otherexecutives Karl M. Kyriss |
| 2014-10-05 |
insert otherexecutives Nancy R. Rimington |
| 2014-10-05 |
insert person Karl M. Kyriss |
| 2014-10-05 |
insert person Nancy R. Rimington |
| 2014-08-22 |
delete otherexecutives Adam S. O'Connor |
| 2014-08-22 |
insert otherexecutives Reid Galas |
| 2014-08-22 |
delete person Adam S. O'Connor |
| 2014-08-22 |
insert person Reid Galas |
| 2014-08-22 |
update person_description Joseph C. Craigen => Joseph C. Craigen |
| 2014-06-21 |
delete contact_pages_linkeddomain managersinvest.com |
| 2014-06-21 |
insert contact_pages_linkeddomain amgfunds.com |
| 2014-06-21 |
insert phone 800.548.4539 |
| 2014-06-21 |
update person_title F. Blake Cullimore: Member of the Executive Committee; Member of Our Municipal Bond; Municipal Research Analyst => Member of the Executive Committee; Vice President, Municipal Research Analyst; Member of Our Municipal Bond |
| 2014-05-17 |
delete investor_pages_linkeddomain managersinvest.com |
| 2014-05-17 |
insert investor_pages_linkeddomain amgfunds.com |
| 2014-05-17 |
update person_description Scott F. Baughman => Scott F. Baughman |
| 2014-04-14 |
delete otherexecutives Michael J. Sullivan |
| 2014-04-14 |
delete person Michael J. Sullivan |
| 2014-03-08 |
insert otherexecutives Andrew Russo |
| 2014-03-08 |
delete contact_pages_linkeddomain google.com |
| 2014-03-08 |
insert person Andrew Russo |
| 2014-02-08 |
delete otherexecutives Edward B. White |
| 2014-02-08 |
delete person Edward B. White |