| Date | Description |
|---|
| 2025-04-19 |
update website_status FlippedRobots => FailedRobots |
| 2025-03-27 |
update website_status OK => FlippedRobots |
| 2025-01-22 |
insert managingdirector James Bell |
| 2025-01-22 |
delete address Suite 310
Cincinnati, OH 45202 |
| 2025-01-22 |
delete person Gina Triola |
| 2025-01-22 |
delete phone 301-271-9300 |
| 2025-01-22 |
insert address 251 Lafayette Circle
Suite 250
Lafayette, CA 94549 |
| 2025-01-22 |
insert person James Bell |
| 2025-01-22 |
insert phone 301-217-9300 |
| 2024-12-21 |
delete otherexecutives Jamie Wacker |
| 2024-12-21 |
delete person Anna Davis |
| 2024-12-21 |
delete person James Glending |
| 2024-12-21 |
delete person Jamie Wacker |
| 2024-12-21 |
delete person Melissa Anderson |
| 2024-12-21 |
delete person Paul Hebert |
| 2024-12-21 |
insert address 18 East Diamond Avenue
Gaithersburg, MD 20877 |
| 2024-12-21 |
insert address 605 W. Dickson Street,
Suite 201
Fayetteville, AR 72701 |
| 2024-11-20 |
delete otherexecutives Tom Marra |
| 2024-11-20 |
insert cfo Philip Noftsinger |
| 2024-11-20 |
insert managingdirector Philip Noftsinger |
| 2024-11-20 |
delete person Bobbie Lemmo |
| 2024-11-20 |
delete person Stephanie Toppin |
| 2024-11-20 |
delete person Tom Marra |
| 2024-11-20 |
insert address 1001 Old Cassatt Road,
Suite 208,
Berwyn, PA 19312 |
| 2024-11-20 |
insert address Suite 500,
Houston, TX 77024 |
| 2024-11-20 |
insert person Erick Schaffner |
| 2024-11-20 |
insert person JP Pattinson |
| 2024-11-20 |
insert person Mark Daley |
| 2024-11-20 |
insert person Philip Noftsinger |
| 2024-10-19 |
delete managingdirector DJ Santiago |
| 2024-10-19 |
delete otherexecutives DJ Santiago |
| 2024-10-19 |
insert ceo Rick Buoncore |
| 2024-10-19 |
insert otherexecutives Steve Mathews |
| 2024-10-19 |
delete person DJ Santiago |
| 2024-10-19 |
delete person Heather Molloy |
| 2024-10-19 |
insert address Meet the Team
Ashburn, Virginia
20365 |
| 2024-10-19 |
insert address Suite 200,
Ashburn, VA 20147 |
| 2024-10-19 |
insert person Brian Bolan |
| 2024-10-19 |
insert person Steve Mathews |
| 2024-10-19 |
update person_title Brett Pitstick: Deputy Chief Data Officer, Managing Director => Deputy Chief Applications & Data Officer, Managing Director |
| 2024-10-19 |
update person_title Kenneth Kolke: Senior Associate; Senior Accountant => Senior Business Finance Analyst, Senior Associate |
| 2024-10-19 |
update person_title Rick Buoncore: Executive Chairman; Member of the Firm Leadership Team => Executive Chairman; Member of the Firm Leadership Team; Managing Partner |
| 2024-10-19 |
update person_title Sean Might: Senior Treasury Specialist, Senior Associate => Senior Client Treasury Specialist, Senior Associate |
| 2024-09-18 |
delete ceo Patrick Gingras |
| 2024-09-18 |
delete ceo Rick Buoncore |
| 2024-09-18 |
delete cio Brett Pitstick |
| 2024-09-18 |
delete cmo Karen Fedchock |
| 2024-09-18 |
delete otherexecutives Patrick Gingras |
| 2024-09-18 |
insert ceo Jim Kacic |
| 2024-09-18 |
insert chairman Rick Buoncore |
| 2024-09-18 |
insert coo Jim Kacic |
| 2024-09-18 |
insert otherexecutives Katherine Kelly |
| 2024-09-18 |
delete address 6312 S Fiddlers Green Circle
Suite 331E
Greenwood Village, CO 80111 |
| 2024-09-18 |
delete person Karen Fedchock |
| 2024-09-18 |
delete person Matthew Cavanaugh |
| 2024-09-18 |
delete person Peter Rozman |
| 2024-09-18 |
delete phone 216-920-5131 |
| 2024-09-18 |
delete phone 877-624-7748 |
| 2024-09-18 |
delete terms_pages_linkeddomain precisefp.com |
| 2024-09-18 |
insert phone 216-920-5174 |
| 2024-09-18 |
update person_title Brett Pitstick: Chief Information Officer => Deputy Chief Data Officer, Managing Director |
| 2024-09-18 |
update person_title Cindy Haberkorn: Senior Investment Client Service Specialist & Team Lead, Senior Associate => Senior Associate; Executive Assistant |
| 2024-09-18 |
update person_title Jim Kacic: President, Enterprise Shared Services; Member of the Firm Leadership Team => Chief Operating Officer; Member of the Firm Leadership Team; Managing Partner |
| 2024-09-18 |
update person_title Joe McLean: Chief Growth & Innovation Officer and Co - President Sports & Entertainment => Managing Partner, Family Office |
| 2024-09-18 |
update person_title Katherine Kelly: Portfolio Management Analyst, Senior Associate => Portfolio Manager; Director |
| 2024-09-18 |
update person_title Patrick Gingras: Regional President; Senior Managing Director => Regional President & Market Leader, Senior Managing Director |
| 2024-09-18 |
update person_title Rick Buoncore: Member of the Firm Leadership Team; Managing Partner => Executive Chairman; Member of the Firm Leadership Team |
| 2024-09-18 |
update person_title Stephen Novak: Senior Funds Administrator & Team Leader, Director => Senior Funds Administrator, Director |
| 2024-08-17 |
delete address 9435 Waterstone Blvd.
Suite 120
Cincinnati, OH 45249 |
| 2024-08-17 |
delete person Andrew Powers |
| 2024-08-17 |
delete person Ariel Armao |
| 2024-08-17 |
delete person Diane Lightner |
| 2024-08-17 |
delete person Katalin Ori |
| 2024-08-17 |
delete phone 513-573-0440 |
| 2024-08-17 |
insert person Katalin Őri |
| 2024-07-16 |
delete person Erik Huss |
| 2024-07-16 |
delete person Kevin Reddy |
| 2024-07-16 |
update person_title Grace Jaehnen: Senior Wealth Client Service Specialist, Senior Associate => Senior Client Service Specialist, Senior Associate |
| 2024-06-12 |
delete cfo Tony Amador |
| 2024-06-12 |
delete address 11140 Rockville Pike
Suite 400
Rockville, MD 20852 |
| 2024-06-12 |
delete address 3400 Dundee Road
Suite 145
Northbrook, IL 60062 |
| 2024-06-12 |
delete address 7700 Old Georgetown Road
Bethesda, MD 20814 |
| 2024-06-12 |
delete address Meet the Team
Rockville, Maryland
11140 |
| 2024-06-12 |
delete person Andrew Matejin |
| 2024-06-12 |
delete person Tony Amador |
| 2024-06-12 |
insert address 1909 26th Street
Suite 1A
Boulder, CO 80302 |
| 2024-06-12 |
insert address 6701 Democracy Boulevard
Suite 711
Bethesda, MD, 20817 |
| 2024-04-16 |
delete otherexecutives Catherine Sergeant |
| 2024-04-16 |
insert managingdirector DJ Santiago |
| 2024-04-16 |
insert otherexecutives DJ Santiago |
| 2024-04-16 |
insert otherexecutives Lee Parker |
| 2024-04-16 |
insert address 134 E. Washington Street
New Castle, PA 16101 |
| 2024-04-16 |
insert address 24 Frank Lloyd Wright Drive
Suite 4131
Ann Arbor, MI 48105 |
| 2024-04-16 |
insert person Manisha Shah |
| 2024-04-16 |
update person_title Alexa Gasparro-Carson: Tax Client Service Specialist, Associate => Senior Tax Client Service Specialist, Senior Associate |
| 2024-04-16 |
update person_title Brandon Bleile: Senior Associate; Research Analyst => Portfolio Management Analyst, Senior Associate |
| 2024-04-16 |
update person_title Brandon Rozanski: Wealth Specialist, Associate => Wealth Specialist, Senior Associate |
| 2024-04-16 |
update person_title Candice Koeth: Senior Client Accountant Specialist, Associate => Senior Client Accountant Specialist, Senior Associate |
| 2024-04-16 |
update person_title Catherine Sergeant: Director; Business Operations Manager => Regional Director of Operations, Managing Director |
| 2024-04-16 |
update person_title Christine Ricketts: Senior Wealth Client Service Specialist, Associate => Senior Wealth Client Service Specialist, Senior Associate |
| 2024-04-16 |
update person_title Cindy Haberkorn: Senior Investment Client Service Specialist, Senior Associate => Senior Investment Client Service Specialist & Team Lead, Senior Associate |
| 2024-04-16 |
update person_title DJ Santiago: National Head of MAI Benefits, Managing Director => Managing Director; Business Development Officer |
| 2024-04-16 |
update person_title Ethan Zoellner: Senior Funds Administrator, Senior Associate => Senior Funds Administrator & Team Leader, Director |
| 2024-04-16 |
update person_title Joseph Buccella: Client Accountant Specialist, Associate => Senior Client Accountant, Senior Associate |
| 2024-04-16 |
update person_title Keri Gilmore: Wealth Client Service Specialist, Associate => Wealth Client Service Specialist, Senior Associate |
| 2024-04-16 |
update person_title Kevin Reddy: Senior Client Accountant Specialist, Associate => Senior Client Accountant Specialist, Senior Associate |
| 2024-04-16 |
update person_title Lee Parker: Senior Wealth Client Service Specialist, Associate => Director; Business Operations Manager |
| 2024-04-16 |
update person_title Lori Hoyland: Senior Wealth Client Service Specialist, Associate => Senior Wealth Client Service Specialist, Senior Associate |
| 2024-04-16 |
update person_title Matthew Wu: Wealth Advisor, Senior Associate => Wealth Advisor, Director |
| 2024-04-16 |
update person_title Rachel Miller: Tax Client Service Specialist, Associate => Senior Tax Client Service Specialist, Senior Associate |
| 2024-04-16 |
update person_title Ryan Bergen: Wealth Specialist, Associate => Wealth Specialist, Senior Associate |
| 2024-04-16 |
update person_title Timothy Dempsey: Portfolio Management Analyst, Senior Associate => Senior Associate; Portfolio Manager |
| 2024-04-16 |
update person_title Vicki Matheny: Senior Wealth Client Service Specialist, Associate => Senior Wealth Client Service Specialist, Senior Associate |
| 2024-03-15 |
delete managingdirector Seth Shalov |
| 2024-03-15 |
insert chieflegalofficer Leslie Drockton |
| 2024-03-15 |
insert otherexecutives Knox Witcher |
| 2024-03-15 |
insert otherexecutives Michael Marrapese |
| 2024-03-15 |
delete address 420 Throckmorton Street
Suite 261
Fort Worth, TX 76102 |
| 2024-03-15 |
delete address 770 Lake Cook Rd.
Suite 100
Deerfield, IL 60015 |
| 2024-03-15 |
delete address 822 A1A North
Suite 304
Ponte Vedra Beach, FL 32082 |
| 2024-03-15 |
delete address Suite 301
Ponte Vedra Beach, FL 32082 |
| 2024-03-15 |
delete person Alex Kucinski |
| 2024-03-15 |
delete person Corliste Brown |
| 2024-03-15 |
delete person Egon Singerman |
| 2024-03-15 |
delete person Isabelle Reckamp |
| 2024-03-15 |
delete person Kelsey Payton |
| 2024-03-15 |
delete person Kerry Villella |
| 2024-03-15 |
delete person Laura Altamirano |
| 2024-03-15 |
delete person Laura Hudock |
| 2024-03-15 |
delete person Levi Satterthwaite |
| 2024-03-15 |
delete person Michelle Leovic |
| 2024-03-15 |
delete person Mitchell Herringshaw |
| 2024-03-15 |
delete person Robert Lavin |
| 2024-03-15 |
delete person Ryan Jacobs |
| 2024-03-15 |
delete person Samantha Herman |
| 2024-03-15 |
delete person Seth Shalov |
| 2024-03-15 |
insert address 106 Harrison Street SE
Suite 300
Leesburg, Virginia 20175 |
| 2024-03-15 |
insert address 2201 Waukegan Road
Suite 175
Bannockburn, IL 60015 |
| 2024-03-15 |
insert address 820 Highway A1A N
Suite E4
Ponte Vedra Beach, FL 32082 |
| 2024-03-15 |
insert address 917 Mendocino Ave
Santa Rosa, CA 95401 |
| 2024-03-15 |
insert address 9435 Waterstone Blvd.
Suite 120
Cincinnati, OH 45249 |
| 2024-03-15 |
insert address Suite 510
Cincinnati, OH 45236 |
| 2024-03-15 |
insert person Ariel Armao |
| 2024-03-15 |
insert person Belinda Cermola |
| 2024-03-15 |
insert person Brandon Bleile |
| 2024-03-15 |
insert person Cindy Haberkorn |
| 2024-03-15 |
insert person Deidra Islas |
| 2024-03-15 |
insert person Fernando Arenado |
| 2024-03-15 |
insert person Isabelle Kives |
| 2024-03-15 |
insert person Jackson Philippart |
| 2024-03-15 |
insert person Janet Baillie |
| 2024-03-15 |
insert person John Campo |
| 2024-03-15 |
insert person Joseph Buccella |
| 2024-03-15 |
insert person Knox Witcher |
| 2024-03-15 |
insert person Leslie Drockton |
| 2024-03-15 |
insert person Maria Pelini |
| 2024-03-15 |
insert person Michael Marrapese |
| 2024-03-15 |
insert person Mike Martin |
| 2024-03-15 |
insert person Rachel Miller |
| 2024-03-15 |
insert person Spencer Goldberg |
| 2024-03-15 |
insert person Thomas Lux |
| 2024-03-15 |
insert person Vincent Taylor |
| 2024-03-15 |
update person_title Devin Fraley: Senior Associate; Portfolio Manager => Wealth Advisor, Senior Associate |
| 2024-03-15 |
update person_title Grace Jaehnen: Senior Wealth Client Service Specialist, Associate => Senior Wealth Client Service Specialist, Senior Associate |
| 2023-09-25 |
insert otherexecutives Catherine Sergeant |
| 2023-09-25 |
insert otherexecutives Jamie Wacker |
| 2023-09-25 |
delete address 5551 Ridgewood Drive
Suite 300
Naples, FL 34108
Meet the Team
Nashua, New Hampshire |
| 2023-09-25 |
delete address 9 Trafalgar Sq.
Suite 110
Nashua, NH 03063 |
| 2023-09-25 |
delete person Suzanne Fawbush |
| 2023-09-25 |
insert address 5551 Ridgewood Drive
Suite 300
Naples, FL 34108
Meet the Team
Newport Beach, California |
| 2023-09-25 |
insert address 78 Blanchard Road
Suite 101
Burlington, MA 01803 |
| 2023-09-25 |
insert management_pages_linkeddomain google.com |
| 2023-09-25 |
insert person Abrie Smith |
| 2023-09-25 |
insert person Alex Kucinski |
| 2023-09-25 |
insert person Alexa Gasparro-Carson |
| 2023-09-25 |
insert person Alexander Lykins |
| 2023-09-25 |
insert person Andrew Del Castillo |
| 2023-09-25 |
insert person Andrew Matejin |
| 2023-09-25 |
insert person Anne Pansing |
| 2023-09-25 |
insert person Bradley Norton |
| 2023-09-25 |
insert person Brandon Rozanski |
| 2023-09-25 |
insert person Bridget Erne |
| 2023-09-25 |
insert person Brok Smith |
| 2023-09-25 |
insert person Bronson Ziemke |
| 2023-09-25 |
insert person Bryan Williams |
| 2023-09-25 |
insert person Camelia Sandoval |
| 2023-09-25 |
insert person Candice Koeth |
| 2023-09-25 |
insert person Catherine Sergeant |
| 2023-09-25 |
insert person Chandler Vegel |
| 2023-09-25 |
insert person Charlene Stamper |
| 2023-09-25 |
insert person Christine Ricketts |
| 2023-09-25 |
insert person Christophe Jambon |
| 2023-09-25 |
insert person Christopher Conti |
| 2023-09-25 |
insert person Cole Peterson |
| 2023-09-25 |
insert person Corliste Brown |
| 2023-09-25 |
insert person Dalton Knott |
| 2023-09-25 |
insert person Deanna Roeger |
| 2023-09-25 |
insert person Deborah Kresslein |
| 2023-09-25 |
insert person Diane Lightner |
| 2023-09-25 |
insert person Dorothy Dudley |
| 2023-09-25 |
insert person Erica Morgan |
| 2023-09-25 |
insert person Ethan Zoellner |
| 2023-09-25 |
insert person Filippo Biagiotti |
| 2023-09-25 |
insert person Frank Maroun |
| 2023-09-25 |
insert person Gina Triola |
| 2023-09-25 |
insert person Gorge Estevez |
| 2023-09-25 |
insert person Grace Jaehnen |
| 2023-09-25 |
insert person Grace Polan |
| 2023-09-25 |
insert person Haley Schneider |
| 2023-09-25 |
insert person Ifeoma Emeh |
| 2023-09-25 |
insert person Isabelle Reckamp |
| 2023-09-25 |
insert person Jacob Burnett |
| 2023-09-25 |
insert person Jalen Dixon |
| 2023-09-25 |
insert person James Glending |
| 2023-09-25 |
insert person Jamie Wacker |
| 2023-09-25 |
insert person Janet Nolan |
| 2023-09-25 |
insert person Jenna Skladany |
| 2023-09-25 |
insert person Jessica Burton |
| 2023-09-25 |
insert person Jonathan Barna |
| 2023-09-25 |
insert person Julie Eten |
| 2023-09-25 |
insert person Julie Keller |
| 2023-09-25 |
insert person Katherine Kelly |
| 2023-09-25 |
insert person Katherine Perkner |
| 2023-09-25 |
insert person Kathleen DeFriest |
| 2023-09-25 |
insert person Kelsey Payton |
| 2023-09-25 |
insert person Kenneth Kolke |
| 2023-09-25 |
insert person Kenneth Vlk |
| 2023-09-25 |
insert person Keri Gilmore |
| 2023-09-25 |
insert person Kerry Villella |
| 2023-09-25 |
insert person Kevin Reddy |
| 2023-09-25 |
insert person Kraig Correll |
| 2023-09-25 |
insert person Laura Altamirano |
| 2023-09-25 |
insert person Laura Hudock |
| 2023-09-25 |
insert person Laura Laudone |
| 2023-09-25 |
insert person Laura Naples |
| 2023-09-25 |
insert person Laura Wtulich |
| 2023-09-25 |
insert person Lee Parker |
| 2023-09-25 |
insert person Levi Satterthwaite |
| 2023-09-25 |
insert person Linda Mobley |
| 2023-09-25 |
insert person Linda Taylor |
| 2023-09-25 |
insert person Lisa Fantone |
| 2023-09-25 |
insert person Lori Hoyland |
| 2023-09-25 |
insert person Lori Scott |
| 2023-09-25 |
insert person Luka Matic |
| 2023-09-25 |
insert person Margaret Esp |
| 2023-09-25 |
insert person Margaret Nutaitis |
| 2023-09-25 |
insert person Mark Happe |
| 2023-09-25 |
insert person Matthew Galek |
| 2023-09-25 |
insert person Meara Mahoney |
| 2023-09-25 |
insert person Meghan Smith |
| 2023-09-25 |
insert person Melissa Todd |
| 2023-09-25 |
insert person Meredith Grimm |
| 2023-09-25 |
insert person Michael Fetsko |
| 2023-09-25 |
insert person Michael Thomas |
| 2023-09-25 |
insert person Michelle DeVincentis |
| 2023-09-25 |
insert person Michelle Komar |
| 2023-09-25 |
insert person Michelle Leovic |
| 2023-09-25 |
insert person Miranda Fick |
| 2023-09-25 |
insert person Mitchell Herringshaw |
| 2023-09-25 |
insert person Morgan Cooney |
| 2023-09-25 |
insert person Natalia Levin-Schwartz |
| 2023-09-25 |
insert person Nathan Lawhead |
| 2023-09-25 |
insert person Nicholas Heisterkamp |
| 2023-09-25 |
insert person Nicole Debus |
| 2023-09-25 |
insert person Nicole Ferraro |
| 2023-09-25 |
insert person Nicole Mathews |
| 2023-09-25 |
insert person Nisad Hack |
| 2023-09-25 |
insert person Pamela Hughes |
| 2023-09-25 |
insert person Paul Yanke |
| 2023-09-25 |
insert person Peter Rozman |
| 2023-09-25 |
insert person Rachel Berry |
| 2023-09-25 |
insert person Rashida Alexander |
| 2023-09-25 |
insert person Rebecca Lomax |
| 2023-09-25 |
insert person Robert Lavin |
| 2023-09-25 |
insert person Ronni Levi |
| 2023-09-25 |
insert person Ryan Bergen |
| 2023-09-25 |
insert person Ryan Bruss |
| 2023-09-25 |
insert person Ryan Foguth |
| 2023-09-25 |
insert person Ryan Jacobs |
| 2023-09-25 |
insert person Samantha Herman |
| 2023-09-25 |
insert person Samantha Vodvarka |
| 2023-09-25 |
insert person Sandra Vinas |
| 2023-09-25 |
insert person Sean Might |
| 2023-09-25 |
insert person Stephanie Toppin |
| 2023-09-25 |
insert person Stephen Novak |
| 2023-09-25 |
insert person Steven Meegan |
| 2023-09-25 |
insert person Susan Fleischer |
| 2023-09-25 |
insert person Susan Hammer |
| 2023-09-25 |
insert person Suzanne Davis-Yeager |
| 2023-09-25 |
insert person Theresa Stevenson |
| 2023-09-25 |
insert person Tiffany Abril |
| 2023-09-25 |
insert person Timothy Dempsey |
| 2023-09-25 |
insert person Timothy Schmoll |
| 2023-09-25 |
insert person Tina Jacob |
| 2023-09-25 |
insert person Tracy Davis |
| 2023-09-25 |
insert person Trisha Novak |
| 2023-09-25 |
insert person Vicki Matheny |
| 2023-09-25 |
insert person Zachary Krahe |
| 2023-08-23 |
delete address 822 North Highway A1A
Suite 304
Ponte Vedra Beach, FL 32118 |
| 2023-08-23 |
delete person Holly Cavalier |
| 2023-08-23 |
insert address 3400 Dundee Road
Suite 145
Northbrook, IL 60062 |
| 2023-08-23 |
insert address 822 A1A North
Suite 304
Ponte Vedra Beach, FL 32082 |
| 2023-08-23 |
insert person Matthew Chaffin |
| 2023-08-23 |
insert phone 216-920-5131 |
| 2023-08-23 |
update person_description Andrew Marusic => Andrew Marusic |
| 2023-07-20 |
delete managingdirector Jerry Gray |
| 2023-07-20 |
delete otherexecutives Joe Vislocky |
| 2023-07-20 |
delete otherexecutives Michelle Pelini |
| 2023-07-20 |
delete address 1401 South Brentwood Blvd. Suite 750
St. Louis, MO 63144 |
| 2023-07-20 |
delete address 19800 MacArthur Blvd., 3rd Floor
Irvine, CA 92612 |
| 2023-07-20 |
delete address 209 E 31st St.
New York, New York 10016 |
| 2023-07-20 |
delete address 8400 E Crescent Parkway Suite 641
Greenwood Village, CO 80111 |
| 2023-07-20 |
delete address 90 Wall Street
Madison, CT 06443 |
| 2023-07-20 |
delete career_pages_linkeddomain mimecast.com |
| 2023-07-20 |
delete person David Shiell |
| 2023-07-20 |
delete person Jerry Gray |
| 2023-07-20 |
delete person Joe Vislocky |
| 2023-07-20 |
delete person John Dovich Recognized |
| 2023-07-20 |
delete person Martin Christ |
| 2023-07-20 |
delete person Michelle Pelini |
| 2023-07-20 |
delete person Shannon Heffner |
| 2023-07-20 |
delete phone 212.218.5300 |
| 2023-07-20 |
delete source_ip 74.214.27.226 |
| 2023-07-20 |
insert address 1034 S Brentwood Blvd.
Suite 1490
St Louis, MO 63117 |
| 2023-07-20 |
insert address 5551 Ridgewood Drive
Suite 300
Naples, FL 34108
Meet the Team
Nashua, New Hampshire |
| 2023-07-20 |
insert address 6312 S Fiddlers Green Circle
Suite 331E
Greenwood Village, CO 80111 |
| 2023-07-20 |
insert address 8315 Cantrell Road
Suite 240
Little Rock, AR 72227 |
| 2023-07-20 |
insert address Meet the Team
Reston, Virginia
11710 |
| 2023-07-20 |
insert address Meet the Team
Rockville, Maryland
11140 |
| 2023-07-20 |
insert address Meet the Team
San Ramon, California
12657 |
| 2023-07-20 |
insert email co..@mai.capital |
| 2023-07-20 |
insert phone 877-624-7748 |
| 2023-07-20 |
insert source_ip 35.212.92.35 |
| 2023-07-20 |
insert terms_pages_linkeddomain allaboutcookies.org |
| 2023-07-20 |
insert terms_pages_linkeddomain digitaladvertisingalliance.org |
| 2023-07-20 |
insert terms_pages_linkeddomain iabeurope.eu |
| 2023-07-20 |
insert terms_pages_linkeddomain networkadvertising.org |
| 2023-07-20 |
insert terms_pages_linkeddomain precisefp.com |
| 2023-07-20 |
insert terms_pages_linkeddomain youronlinechoices.com |
| 2023-05-06 |
insert person Bruce Wiener |
| 2023-05-06 |
insert person John David (JD) Loden |
| 2023-05-06 |
insert person John P. Tyrrell |
| 2023-05-06 |
insert person Stuart Ashwood |
| 2023-05-06 |
update person_title Erik Huss: Institutional Business Development Officer, Director => Institutional Business Development Officer, Managing Director |
| 2023-05-06 |
update person_title Jason Hamilton: Director of Retirement, Director => Director of MAI Retirement, Managing Director |
| 2023-04-04 |
insert otherexecutives George Lynch |
| 2023-04-04 |
insert person Christopher "Biff" Baker |
| 2023-04-04 |
insert person Egon Singerman |
| 2023-04-04 |
insert person George Lynch |
| 2023-04-04 |
insert person Kevin Liu |
| 2023-03-04 |
delete office_emails ch..@mai.capital |
| 2023-03-04 |
delete office_emails ci..@mai.capital |
| 2023-03-04 |
delete office_emails li..@mai.capital |
| 2023-03-04 |
delete office_emails na..@mai.capital |
| 2023-03-04 |
delete office_emails ro..@mai.capital |
| 2023-03-04 |
insert otherexecutives Joe Vislocky |
| 2023-03-04 |
insert otherexecutives Michelle Pelini |
| 2023-03-04 |
delete address 6050 Oak Tree Blvd. Suite 500
Independence, OH 44131 |
| 2023-03-04 |
delete address 7700 Old Georgetown Road
Bethesda, MD 20814
Charlotte, NC |
| 2023-03-04 |
delete email ba..@mai.capital |
| 2023-03-04 |
delete email ca..@mai.capital |
| 2023-03-04 |
delete email ch..@mai.capital |
| 2023-03-04 |
delete email ch..@mai.capital |
| 2023-03-04 |
delete email ci..@mai.capital |
| 2023-03-04 |
delete email ir..@mai.capital |
| 2023-03-04 |
delete email li..@mai.capital |
| 2023-03-04 |
delete email na..@mai.capital |
| 2023-03-04 |
delete email na..@mai.capital |
| 2023-03-04 |
delete email ny..@mai.capital |
| 2023-03-04 |
delete email pv..@mai.capital |
| 2023-03-04 |
delete email re..@mai.capital |
| 2023-03-04 |
delete email ro..@mai.capital |
| 2023-03-04 |
delete email st..@mai.capital |
| 2023-03-04 |
delete person Joe McClean |
| 2023-03-04 |
insert person Jason Hamilton |
| 2023-03-04 |
insert person Joe Vislocky |
| 2023-03-04 |
insert person Michelle Pelini |
| 2023-03-04 |
insert person Robert Dzurilla |
| 2023-03-04 |
insert person Ryan Grazer |
| 2023-03-04 |
insert person Stephen Polan |
| 2023-01-31 |
delete managingdirector Frank D'Ambrosio |
| 2023-01-31 |
delete otherexecutives Frank D'Ambrosio |
| 2023-01-31 |
insert otherexecutives Barry Klarberg |
| 2023-01-31 |
delete address 1790 Hughes Landing Boulevard
Suite 400
The Woodlands, TX 77380 |
| 2023-01-31 |
delete address 1790 Hughes Landing Boulevard Suite 400
The Woodlands, Texas 77380 |
| 2023-01-31 |
delete address 420 Throckmorton Street
Suite 261
Fort Worth, TX 76102
Greenwood Village, CO |
| 2023-01-31 |
delete address 822 North Highway A1A
Suite 304
Ponte Vedra Beach, FL 32118
Reston, VA |
| 2023-01-31 |
delete address Suite 400
San Ramon, CA 94583
St. Louis, MO |
| 2023-01-31 |
delete person Frank D'Ambrosio |
| 2023-01-31 |
delete person Nicholas Kaplan |
| 2023-01-31 |
delete person Olha Paluch |
| 2023-01-31 |
insert address 822 North Highway A1A
Suite 304
Ponte Vedra Beach, FL 32118
Meet the Team
Reston, VA |
| 2023-01-31 |
insert address Meet the Team
Irvine, CA
19800 |
| 2023-01-31 |
insert person David Shiell |
| 2023-01-31 |
insert person Dexter James |
| 2023-01-31 |
insert person Joe McClean |
| 2023-01-31 |
insert person Joe McLean |
| 2023-01-31 |
insert person Justin Bass |
| 2023-01-31 |
update person_description Amy Namitka => Amy Namitka |
| 2023-01-31 |
update person_title Barry Klarberg: Senior Managing Director / New York, NY; Senior Managing Director => Regional President; Senior Managing Director |
| 2022-12-30 |
insert otherexecutives MAI Retirement |
| 2022-12-30 |
insert person MAI Retirement |
| 2022-12-30 |
insert person Mark Haley |
| 2022-12-30 |
insert person Sally Sanders |