| Date | Description |
|---|
| 2024-04-05 |
delete personal_emails ro..@nm.com |
| 2024-04-05 |
insert personal_emails jo..@nm.com |
| 2024-04-05 |
delete person Ohio Small |
| 2024-04-05 |
insert person Joshua Colwill |
| 2024-04-05 |
insert person Tyler J Barone |
| 2024-04-05 |
update person_title Nick C. George: null => Professional Background |
| 2023-06-21 |
delete coo Danyelle N. Carr |
| 2023-06-21 |
delete person Vanessa A. Young |
| 2023-06-21 |
update person_title Danyelle N. Carr: Chief Operating Officer => Chief Operating Officer and Associate Wealth Management Advisor |
| 2023-06-21 |
update person_title Erika K. Bibbee: null => Marketing and Client Relations Manager |
| 2023-04-30 |
insert personal_emails ni..@nm.com |
| 2023-04-30 |
insert person Erika K. Bibbee |
| 2023-04-30 |
insert person Nick C. George |
| 2023-04-30 |
insert person Shane J. Duckworth |
| 2023-03-25 |
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 |
| 2023-03-25 |
update person_title Bonnie Tomczak: Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors => Vice President, Investment Products |
| 2023-03-25 |
update person_title Matthew D. Wilbur: Wealth & Investment Management => Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM |
| 2023-03-25 |
update person_title Vanessa A. Young: Associate Financial Representatives; Director of Insurance Operations => Associate; Associate Financial Representatives; Financial Advisor |
| 2022-11-13 |
insert person Daniel Baumgart |
| 2022-11-13 |
insert person Jarodd White |
| 2022-11-13 |
insert person MacKenzie Schill |
| 2022-11-13 |
insert person Shayla Martin |
| 2022-11-13 |
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 |
| 2022-03-24 |
delete person Brandon Hofmann |
| 2022-03-24 |
delete person Evamarie Schoenborn |
| 2022-03-24 |
delete person Ravi Mogallapu |
| 2022-03-24 |
insert person Alejandro (Alex) Esquivel |
| 2022-03-24 |
insert person Christopher Moser |
| 2022-03-24 |
insert person Dan Amiri |
| 2022-03-24 |
insert person Erjola Borici |
| 2022-03-24 |
insert person John E. (Jeb) Bentley |
| 2022-03-24 |
insert person Katie Wood |
| 2022-03-24 |
insert person Nicholas Creech |
| 2022-03-24 |
insert person Zach Freudenberg |
| 2022-03-24 |
update person_title Aaron Thill: Associate Portfolio Manager, Private Client Services => Portfolio Manager, Private Client Services |
| 2022-03-24 |
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 |
| 2022-03-24 |
update person_title Bonnie Tomczak: Vice President, IPS Advisory Programs => Vice President, Wealth & Investment Management Advisory Programs President, Mason Street Advisors |
| 2022-03-24 |
update person_title Jack Gorski: Portfolio Management Specialist, Equities => Associate Portfolio Manager, Equities |
| 2022-03-24 |
update person_title Matthew D. Wilbur: Senior Director, Advisory Investments; Member of the NMWMC INVESTMENT CONSULTANT TEAM => Wealth & Investment Management |
| 2022-03-24 |
update person_title Stefanie Cheske: Associate Portfolio Manager, Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Portfolio Manager, Private Client Services |
| 2021-09-09 |
delete person Michael Viroglio |
| 2021-09-09 |
insert person Aditi Javeri Gokhale |
| 2021-09-09 |
insert person Bonnie Tomczak |
| 2021-09-09 |
insert person Evamarie Schoenborn |
| 2021-09-09 |
insert person Jennifer Stell |
| 2021-09-09 |
insert person Marisol Garcia |
| 2021-09-09 |
insert person Ravi Mogallapu |
| 2021-09-09 |
update person_title Aaron Thill: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-09-09 |
update person_title David Andrzejewski: Senior Director - Private Client Services => Member of the PRIVATE CLIENT SERVICES TEAM; Senior Director / Portfolio Manager, Private Client Services |
| 2021-09-09 |
update person_title Jack Gorski: Associate Portfolio Manager - Equities => Portfolio Management Specialist, Equities |
| 2021-09-09 |
update person_title Jenna Koenings: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Fixed Income |
| 2021-09-09 |
update person_title Karissa Zanoni: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-09-09 |
update person_title Rebecca Fisher: Associate Portfolio Manager - Fixed Income => Portfolio Manager, Fixed Income |
| 2021-09-09 |
update person_title Stefanie Cheske: Associate Portfolio Manager - PCS => Associate Portfolio Manager, Private Client Services |
| 2021-09-09 |
update person_title Tony Desrochers: Research Specialist => Research Specialist, NMWMC Research |
| 2021-02-01 |
delete person Carson McGill |
| 2021-02-01 |
insert person Jim Murray |
| 2021-02-01 |
insert person Tony Desrochers |
| 2021-02-01 |
update person_title Aaron Thill: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2021-02-01 |
update person_title David Andrzejewski: Portfolio Manager - Private Client Services => Senior Director - Private Client Services |
| 2021-02-01 |
update person_title Jack Gorski: Investment Research Analyst - Equities => Associate Portfolio Manager - Equities |
| 2021-02-01 |
update person_title Jenna Koenings: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2021-02-01 |
update person_title Karissa Zanoni: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2021-02-01 |
update person_title Matthew D. Wilbur: Assistant Director - Advisory Investments => Senior Director - Advisory Investments |
| 2021-02-01 |
update person_title Michael Viroglio: Investment Analyst - Fixed Income => Associate Portfolio Manager - Fixed Income |
| 2021-02-01 |
update person_title Rebecca Fisher: Portfolio Management Associate - Fixed Income => Associate Portfolio Manager - Fixed Income |
| 2021-02-01 |
update person_title Stefanie Cheske: Portfolio Management Associate => Associate Portfolio Manager - PCS |
| 2020-07-08 |
update person_description Danyelle N. Carr => Danyelle N. Carr |
| 2020-07-08 |
update person_description Vanessa A. Young => Vanessa A. Young |
| 2020-04-01 |
delete personal_emails ca..@nm.com |
| 2020-04-01 |
delete person Catherine A. Schubert |
| 2019-12-13 |
delete coo Stephanie A. Spencer |
| 2019-12-13 |
delete otherexecutives Vanessa A. Young |
| 2019-12-13 |
delete personal_emails st..@nm.com |
| 2019-12-13 |
delete person Stephanie A. Spencer |
| 2019-12-13 |
insert person Brianne M. Caldwell |
| 2019-12-13 |
insert person Diane R. Wendel |
| 2019-12-13 |
update person_title Vanessa A. Young: Associate Financial Representatives; Representative With Roach McIntyre & Associates; Director of Marketing and Communications => Associate Financial Representatives; Director of Insurance Operations; Representative With Roach McIntyre & Associates |
| 2019-08-21 |
delete person Gerald E. Fradin |
| 2019-06-21 |
insert personal_emails ca..@nm.com |
| 2019-06-21 |
insert person Catherine A. Schubert |
| 2019-06-21 |
update person_description Danyelle N Carr => Danyelle N. Carr |
| 2019-03-29 |
delete personal_emails za..@nm.com |
| 2019-03-29 |
insert otherexecutives Vanessa A. Young |
| 2019-03-29 |
delete person Zane E. Eschbaugh |
| 2019-03-29 |
update person_description Vanessa A. Young => Vanessa A. Young |
| 2019-03-29 |
update person_title Vanessa A. Young: Member of Roach McIntyre & Associates; Executive Assistant => Associate Financial Representatives; Director of Marketing and Communications |
| 2018-12-18 |
insert person Vanessa A. Young |
| 2018-02-24 |
insert otherexecutives Zane Ellis Eschbaugh |
| 2018-02-24 |
insert personal_emails za..@nm.com |
| 2018-02-24 |
delete person Joshua S. McGhee |
| 2018-02-24 |
insert person Zane Ellis Eschbaugh |
| 2017-11-30 |
delete personal_emails ka..@nm.com |
| 2017-11-30 |
delete person Kayla R Washington |
| 2017-11-30 |
insert person Joshua S. McGhee |
| 2017-11-30 |
update person_description Danyelle N Carr => Danyelle N. Carr |
| 2016-05-20 |
insert coo Danyelle N Carr |
| 2016-05-20 |
insert coo Stephanie A Spencer |
| 2016-05-20 |
insert personal_emails da..@nm.com |
| 2016-05-20 |
insert personal_emails ka..@nm.com |
| 2016-05-20 |
insert personal_emails st..@nm.com |
| 2016-05-20 |
insert person Danyelle N Carr |
| 2016-05-20 |
insert person Kayla R Washington |
| 2016-05-20 |
insert person Michael B Cohen |
| 2016-05-20 |
insert person Stephanie A Spencer |
| 2015-03-14 |
delete personal_emails am..@nm.com |
| 2015-03-14 |
delete person Amy Albert |