| Date | Description |
|---|
| 2023-07-07 |
delete person Sabine Galvis |
| 2023-07-07 |
insert person Al Kandi |
| 2022-11-13 |
insert person Edwin Moscat |
| 2022-11-13 |
insert person Sabine Galvis |
| 2022-05-11 |
insert person Christopher Lange |
| 2022-03-11 |
delete president Monica Chandra |
| 2022-03-11 |
insert otherexecutives Lawrence Jules |
| 2022-03-11 |
insert person Lawrence Jules |
| 2022-03-11 |
update person_title Monica Chandra: Head of Business Development; President => Member of the Investment Committee |
| 2021-12-06 |
delete otherexecutives Dan Zraly |
| 2021-12-06 |
insert otherexecutives Monica Chandra |
| 2021-12-06 |
insert president Monica Chandra |
| 2021-12-06 |
delete person Dan Zraly |
| 2021-12-06 |
insert person Austin Haughton |
| 2021-12-06 |
update person_title Monica Chandra: Managing Partner, Business Development => Head of Business Development; President |
| 2021-06-07 |
insert person Frank LaMar |
| 2020-06-21 |
update person_description Annabella Canter => Annabella Canter |
| 2019-12-18 |
insert person Annabella Canter |
| 2019-09-17 |
delete person Kristi Hillyer |
| 2019-09-17 |
insert person Kelly McColough |
| 2019-08-17 |
delete person Connor Bair-Cucchiaro |
| 2019-08-17 |
insert person Kristi McDermott |
| 2019-08-17 |
update person_description Kristi Hillyer => Kristi Hillyer |
| 2019-03-13 |
update person_description Alejandra Tejeda => Ms. Alejandra Tejeda |
| 2019-02-10 |
insert managingdirector Peter McManus |
| 2019-02-10 |
insert person Alejandra Tejeda |
| 2019-02-10 |
update person_title Ashley Koed: Senior Manager, Operations & Client Service => Director, Client Service |
| 2019-02-10 |
update person_title Connor Bair-Cucchiaro: Associate, Operations & Client Service => Associate, Marketing |
| 2019-02-10 |
update person_title Peter McManus: Managing Director, Sales and Marketing => Managing Director |
| 2018-02-01 |
delete otherexecutives Kristi Hillyer |
| 2018-02-01 |
update person_title Kristi Hillyer: Director, Operations; Chief Compliance Officer => Managing Director, Operations, Chief Compliance Officer |
| 2018-02-01 |
update person_title Monica Chandra: Partner, Business Development => Managing Partner, Business Development |
| 2017-10-24 |
insert managingdirector Jonathan Cressy |
| 2017-10-24 |
insert person Jonathan Cressy |
| 2017-09-14 |
update person_description Kristi Hillyer => Kristi Hillyer |
| 2017-05-21 |
insert person Eric Biegeleisen |
| 2017-03-21 |
delete managingdirector Stewart Neff |
| 2017-03-21 |
delete person Mark Szigety |
| 2017-03-21 |
update person_title Monica Chandra: Partner => Partner, Business Development |
| 2017-03-21 |
update person_title Stewart Neff: Managing Director => Managing Director, Sales and Marketing |
| 2017-02-03 |
delete managingdirector Monica Chandra |
| 2017-02-03 |
update person_title Monica Chandra: Managing Director => Partner |
| 2016-11-21 |
update person_title Ashley Koed: Senior Manager, Operations => Senior Manager, Operations & Client Service |
| 2016-07-03 |
insert chiefinvestmentofficer Stephen Cucchiaro |
| 2016-07-03 |
insert managingdirector Stewart Neff |
| 2016-07-03 |
insert president Stephen Cucchiaro |
| 2016-07-03 |
insert person Ashley Koed |
| 2016-07-03 |
insert person Brooke Miller |
| 2016-07-03 |
insert person Dan Zraly |
| 2016-07-03 |
insert person Stewart Neff |
| 2016-07-03 |
update person_description Kristi Hillyer => Kristi Hillyer |
| 2016-07-03 |
update person_title Stephen Cucchiaro: President, Chief Investment Officer and Chairman of the Investment Committee => President; Chief Investment Officer |
| 2016-04-02 |
insert person Peter McManus |
| 2016-04-02 |
update person_description Mark Szigety => Mark Szigety |