| Date | Description |
|---|
| 2024-04-04 |
delete svp Lindsey Palma |
| 2024-04-04 |
delete vp Connie Rhodes |
| 2024-04-04 |
delete vp Michaela N. Memeger |
| 2024-04-04 |
insert otherexecutives Daniel Cihanowyz |
| 2024-04-04 |
insert svp Michaela N. Memeger |
| 2024-04-04 |
insert vp Connie Chandler |
| 2024-04-04 |
delete alias Chilton Investment Company, LLC |
| 2024-04-04 |
delete alias Chilton Trust Company, LLC |
| 2024-04-04 |
delete index_pages_linkeddomain fortune.com |
| 2024-04-04 |
delete index_pages_linkeddomain wsj.com |
| 2024-04-04 |
delete person Connie Rhodes |
| 2024-04-04 |
delete source_ip 108.138.233.27 |
| 2024-04-04 |
delete source_ip 108.138.233.39 |
| 2024-04-04 |
delete source_ip 108.138.233.53 |
| 2024-04-04 |
delete source_ip 108.138.233.88 |
| 2024-04-04 |
insert index_pages_linkeddomain barrons.com |
| 2024-04-04 |
insert index_pages_linkeddomain bloomberg.com |
| 2024-04-04 |
insert index_pages_linkeddomain forbes.com |
| 2024-04-04 |
insert person Connie Chandler |
| 2024-04-04 |
insert person Daniel Cihanowyz |
| 2024-04-04 |
insert person Marc A. Malloy |
| 2024-04-04 |
insert person Will Bryant |
| 2024-04-04 |
insert source_ip 18.245.143.12 |
| 2024-04-04 |
insert source_ip 18.245.143.35 |
| 2024-04-04 |
insert source_ip 18.245.143.103 |
| 2024-04-04 |
insert source_ip 18.245.143.107 |
| 2024-04-04 |
update person_title Charlotte Chilton: the Marketing Associate; Marketing Associate => Senior Marketing Associate |
| 2024-04-04 |
update person_title Lindsey Palma: Senior Vice President in Client Advisory; Senior Vice President => Senior Vice President and Head of Client Advisory |
| 2024-04-04 |
update person_title Michaela N. Memeger: Vice President; Assistant Controller => Assistant Controller; Senior Vice President |
| 2024-04-04 |
update person_title Sara B. Bernard: Managing Director & Head of Client Advisory => Head of Client and Wealth Advisory; Managing Director, Client and Wealth Advisory |
| 2023-10-15 |
delete managingdirector Jonathan F. Justice |
| 2023-10-15 |
insert cfo Ross Weissman |
| 2023-10-15 |
insert managingdirector Ross Weissman |
| 2023-10-15 |
insert vp Kim Sebo |
| 2023-10-15 |
delete person Christina G. Duffy |
| 2023-10-15 |
delete person Jonathan F. Justice |
| 2023-10-15 |
delete person Peter Pinque |
| 2023-10-15 |
insert person Alexandra Armstrong |
| 2023-10-15 |
insert person Kim Sebo |
| 2023-10-15 |
insert person Ross Weissman |
| 2023-10-15 |
insert person Viviane Gondinho |
| 2023-10-15 |
update person_description Jennifer L. Foster => Jennifer L. Foster |
| 2023-10-15 |
update person_title Jennifer L. Foster: Co - Chief Investment Officer; Executive Vice President, Co Chief Investment Officer & Portfolio Manager - Equities => Executive Vice President, Co Chief Investment Officer & Portfolio Manager - Equities; Co - Chief Investment Officer at Chilton Investment Company, Inc |
| 2023-09-05 |
delete cfo Jenifer Parker |
| 2023-09-05 |
delete managingdirector Jenifer Parker |
| 2023-09-05 |
delete index_pages_linkeddomain barrons.com |
| 2023-09-05 |
delete person Jack Flanagan |
| 2023-09-05 |
delete person Jenifer Parker |
| 2023-09-05 |
insert index_pages_linkeddomain fortune.com |
| 2023-09-05 |
insert index_pages_linkeddomain wsj.com |
| 2023-09-05 |
insert person Jack Neafsey |
| 2023-09-05 |
insert person Kate Brush |
| 2023-09-05 |
insert person Nick Lea |
| 2023-09-05 |
insert person Walter Stratton |
| 2023-07-07 |
delete person Parks Robinson |
| 2023-07-07 |
delete source_ip 18.244.140.15 |
| 2023-07-07 |
delete source_ip 18.244.140.19 |
| 2023-07-07 |
delete source_ip 18.244.140.51 |
| 2023-07-07 |
delete source_ip 18.244.140.108 |
| 2023-07-07 |
insert source_ip 108.138.233.27 |
| 2023-07-07 |
insert source_ip 108.138.233.39 |
| 2023-07-07 |
insert source_ip 108.138.233.53 |
| 2023-07-07 |
insert source_ip 108.138.233.88 |
| 2023-06-04 |
delete vp Francis McKenna |
| 2023-06-04 |
delete person Francis McKenna |
| 2023-06-04 |
delete person Stephen Stowe |
| 2023-06-04 |
delete source_ip 108.138.233.27 |
| 2023-06-04 |
delete source_ip 108.138.233.39 |
| 2023-06-04 |
delete source_ip 108.138.233.53 |
| 2023-06-04 |
delete source_ip 108.138.233.88 |
| 2023-06-04 |
insert source_ip 18.244.140.15 |
| 2023-06-04 |
insert source_ip 18.244.140.19 |
| 2023-06-04 |
insert source_ip 18.244.140.51 |
| 2023-06-04 |
insert source_ip 18.244.140.108 |
| 2023-04-13 |
delete vp Stephanie L. Baudo |
| 2023-04-13 |
delete index_pages_linkeddomain wsj.com |
| 2023-04-13 |
delete person Stephanie L. Baudo |
| 2023-04-13 |
insert index_pages_linkeddomain barrons.com |
| 2023-03-09 |
insert vp Connie Rhodes |
| 2023-03-09 |
delete index_pages_linkeddomain barrons.com |
| 2023-03-09 |
delete index_pages_linkeddomain bloomberg.com |
| 2023-03-09 |
delete person Aubrie Ruland |
| 2023-03-09 |
insert index_pages_linkeddomain wsj.com |
| 2023-03-09 |
update person_description Nicholas K. Rafferty => Nicholas K. Rafferty |
| 2023-03-09 |
update person_title Christopher Zinn: Analyst => Associate |
| 2023-03-09 |
update person_title Connie Rhodes: Associate => Vice President |
| 2023-03-09 |
update person_title Nicholas K. Rafferty: Vice President; Vice President in Client Advisory => Vice President |
| 2022-12-19 |
insert index_pages_linkeddomain bloomberg.com |
| 2022-11-17 |
delete index_pages_linkeddomain cnbc.com |
| 2022-11-17 |
delete index_pages_linkeddomain financial-planning.com |
| 2022-11-17 |
delete source_ip 18.65.39.15 |
| 2022-11-17 |
delete source_ip 18.65.39.59 |
| 2022-11-17 |
delete source_ip 18.65.39.67 |
| 2022-11-17 |
delete source_ip 18.65.39.110 |
| 2022-11-17 |
insert index_pages_linkeddomain barrons.com |
| 2022-11-17 |
insert source_ip 108.138.233.27 |
| 2022-11-17 |
insert source_ip 108.138.233.39 |
| 2022-11-17 |
insert source_ip 108.138.233.53 |
| 2022-11-17 |
insert source_ip 108.138.233.88 |
| 2022-10-17 |
delete otherexecutives Matthew Frost |
| 2022-10-17 |
delete index_pages_linkeddomain barrons.com |
| 2022-10-17 |
delete index_pages_linkeddomain fortune.com |
| 2022-10-17 |
delete person Matthew Frost |
| 2022-10-17 |
delete source_ip 108.138.217.4 |
| 2022-10-17 |
delete source_ip 108.138.217.23 |
| 2022-10-17 |
delete source_ip 108.138.217.118 |
| 2022-10-17 |
delete source_ip 108.138.217.123 |
| 2022-10-17 |
insert index_pages_linkeddomain cnbc.com |
| 2022-10-17 |
insert person Aubrie Ruland |
| 2022-10-17 |
insert source_ip 18.65.39.15 |
| 2022-10-17 |
insert source_ip 18.65.39.59 |
| 2022-10-17 |
insert source_ip 18.65.39.67 |
| 2022-10-17 |
insert source_ip 18.65.39.110 |
| 2022-10-17 |
update person_description Connie Rhodes => Connie Rhodes |
| 2022-09-15 |
delete svp Eriko Hashimoto |
| 2022-09-15 |
delete person Eriko Hashimoto |
| 2022-09-15 |
delete source_ip 108.138.36.4 |
| 2022-09-15 |
delete source_ip 108.138.36.17 |
| 2022-09-15 |
delete source_ip 108.138.36.54 |
| 2022-09-15 |
delete source_ip 108.138.36.99 |
| 2022-09-15 |
insert index_pages_linkeddomain barrons.com |
| 2022-09-15 |
insert index_pages_linkeddomain financial-planning.com |
| 2022-09-15 |
insert index_pages_linkeddomain fortune.com |
| 2022-09-15 |
insert source_ip 108.138.217.4 |
| 2022-09-15 |
insert source_ip 108.138.217.23 |
| 2022-09-15 |
insert source_ip 108.138.217.118 |
| 2022-09-15 |
insert source_ip 108.138.217.123 |
| 2022-09-15 |
update person_description Kevin A. Wells => Kevin A. Wells |
| 2022-08-14 |
delete index_pages_linkeddomain fa-mag.com |
| 2022-08-14 |
delete index_pages_linkeddomain thinkadvisor.com |
| 2022-08-14 |
delete index_pages_linkeddomain wsj.com |
| 2022-08-14 |
delete source_ip 52.85.92.42 |
| 2022-08-14 |
delete source_ip 52.85.92.104 |
| 2022-08-14 |
delete source_ip 52.85.92.114 |
| 2022-08-14 |
delete source_ip 52.85.92.117 |
| 2022-08-14 |
insert source_ip 108.138.36.4 |
| 2022-08-14 |
insert source_ip 108.138.36.17 |
| 2022-08-14 |
insert source_ip 108.138.36.54 |
| 2022-08-14 |
insert source_ip 108.138.36.99 |
| 2022-07-12 |
delete index_pages_linkeddomain barrons.com |
| 2022-07-12 |
delete index_pages_linkeddomain wealthmanagement.com |
| 2022-07-12 |
delete person John Fiore |
| 2022-07-12 |
delete source_ip 13.227.153.7 |
| 2022-07-12 |
delete source_ip 13.227.153.36 |
| 2022-07-12 |
delete source_ip 13.227.153.63 |
| 2022-07-12 |
delete source_ip 13.227.153.116 |
| 2022-07-12 |
insert index_pages_linkeddomain fa-mag.com |
| 2022-07-12 |
insert index_pages_linkeddomain thinkadvisor.com |
| 2022-07-12 |
insert index_pages_linkeddomain wsj.com |
| 2022-07-12 |
insert source_ip 52.85.92.42 |
| 2022-07-12 |
insert source_ip 52.85.92.104 |
| 2022-07-12 |
insert source_ip 52.85.92.114 |
| 2022-07-12 |
insert source_ip 52.85.92.117 |