| Date | Description |
|---|
| 2024-03-24 |
delete person Anita Lam |
| 2024-03-24 |
insert person Ambreen Ahmad |
| 2023-03-19 |
delete ceo Shilpa Konduri |
| 2023-03-19 |
insert president Shilpa Konduri |
| 2023-03-19 |
update person_title Shilpa Konduri: Partner - Client Management; Managing Partner => Partner - Client Management; President |
| 2022-11-12 |
insert ceo Shilpa Konduri |
| 2022-11-12 |
insert person Kishore Mirchandani |
| 2022-11-12 |
update person_title Shilpa Konduri: Partner - Client Management => Partner - Client Management; Managing Partner |
| 2022-11-12 |
update person_title Xerxes Mullan: Member of the Partner - Client Management Team; CEO; Founder; Founding Partner / Global Wealth Advisor / NEW YORK; GLOBAL ADVISOR => CEO; Founder; Founder / NEW YORK; GLOBAL ADVISOR |
| 2022-05-10 |
delete person RAKESH KHILNANI |
| 2022-05-10 |
update person_title Sandeepa Vig: Global Advisor / MIAMI; Advisor; GLOBAL ADVISOR => Advisor; GLOBAL ADVISOR |
| 2021-12-08 |
delete person Connor Tendall |
| 2021-12-08 |
delete person Jovani Hinkson |
| 2021-12-08 |
delete person Licia Salice Jarisch |
| 2021-12-08 |
delete person Marisa Moore |
| 2021-12-08 |
delete person Mohit Shukla |
| 2021-12-08 |
delete person Raman Bhalla |
| 2021-12-08 |
delete person Sanjeet Dass |
| 2021-12-08 |
insert person Sandeepa Vig |
| 2021-12-08 |
update person_description RAKESH KHILNANI => RAKESH KHILNANI |
| 2021-12-08 |
update person_description Ramu Potarazu => Ramu Potarazu |
| 2021-12-08 |
update person_title Gautam G. Patwa: Senior Director / Global Wealth Advisor / MUMBAI; GLOBAL ADVISOR => Member of the Partner - Client Management Team; Senior Director / Global Wealth Advisor / NEW YORK; GLOBAL ADVISOR |
| 2021-12-08 |
update person_title Jamshid Pandole: Managing Director of Avestar Advisory India; Managing Director; Managing Director / MIAMI; GLOBAL ADVISOR => Managing Director of Avestar Advisory India; Managing Director; GLOBAL ADVISOR |
| 2021-06-10 |
insert ceo Ramu Potarazu |
| 2021-06-10 |
insert otherexecutives Ramu Potarazu |
| 2021-06-10 |
delete person Anna Caponsacco |
| 2021-06-10 |
delete person Jennifer Wolf |
| 2021-06-10 |
delete person Kishore Mirchandani |
| 2021-06-10 |
delete person Mark Lebida |
| 2021-06-10 |
insert person Connor Tendall |
| 2021-06-10 |
insert person Jovani Hinkson |
| 2021-06-10 |
insert person Licia Salice Jarisch |
| 2021-06-10 |
insert person Mohit Shukla |
| 2021-06-10 |
insert person RAKESH KHILNANI |
| 2021-06-10 |
insert person Raman Bhalla |
| 2021-06-10 |
insert person Ramu Potarazu |
| 2021-06-10 |
insert person Ranjit Tinaikar |
| 2021-06-10 |
insert person Shilpa Konduri |
| 2021-06-10 |
insert person Stacey Gillespie |
| 2021-06-10 |
update person_description Anita Lam => Anita Lam |
| 2021-06-10 |
update person_description Gautam G. Patwa => Gautam G. Patwa |
| 2021-06-10 |
update person_title Gautam G. Patwa: Senior Director / Global Wealth Advisor; GLOBAL ADVISOR => Senior Director / Global Wealth Advisor / MUMBAI; GLOBAL ADVISOR |
| 2021-06-10 |
update person_title Jamshid Pandole: Managing Director of Avestar Advisory India; Managing Director / NEW YORK; Managing Director; GLOBAL ADVISOR => Managing Director of Avestar Advisory India; Managing Director; Managing Director / MIAMI; GLOBAL ADVISOR |
| 2021-06-10 |
update person_title Marisa Moore: Client Service Associate => Member of the Relationship Management Team; Senior Client Service Associate; Member of the Client Service Team |
| 2021-06-10 |
update person_title Sanjeet Dass: VP - Investments => SVP - Platform Strategy |
| 2021-06-10 |
update person_title Xerxes Mullan: CEO; Founder => CEO; Founder; Founding Partner / Global Wealth Advisor / NEW YORK; GLOBAL ADVISOR |
| 2020-09-22 |
delete person Tonya N. Smoake |
| 2020-06-07 |
delete person Erhan Sarayli |
| 2020-06-07 |
delete person Manu Chopra |
| 2019-12-07 |
delete coo Brian Cafferky |
| 2019-12-07 |
delete managingdirector Manish Kumar |
| 2019-12-07 |
delete managingdirector Rakesh Bhargava |
| 2019-12-07 |
delete person Brian Cafferky |
| 2019-12-07 |
delete person Cyrus Kanga |
| 2019-12-07 |
delete person Manish Kumar |
| 2019-12-07 |
delete person Rakesh Bhargava |
| 2019-12-07 |
insert person Anna Caponsacco |
| 2019-12-07 |
insert person Marisa Moore |
| 2019-12-07 |
update person_title Jamshid Pandole: Managing Director of Avestar Advisory India; Managing Director; Managing Director / SAN FRANCISCO; GLOBAL ADVISOR => Managing Director of Avestar Advisory India; Managing Director / NEW YORK; Managing Director; GLOBAL ADVISOR |
| 2019-10-07 |
insert coo Brian Cafferky |
| 2019-10-07 |
insert person Brian Cafferky |
| 2019-09-07 |
delete coo Brian Cafferky |
| 2019-09-07 |
delete person Brian Cafferky |
| 2019-07-07 |
delete managingdirector Mark Lebida |
| 2019-07-07 |
delete otherexecutives Ellen Wong-Yu |
| 2019-07-07 |
insert managingdirector Gautam Patwa |
| 2019-07-07 |
insert person Gautam Patwa |
| 2019-07-07 |
update person_title Ellen Wong-Yu: Vice President - Business Development; Client Relationship Manager => Client Relationship Manager; Client Relationship Manager Erhan Sarayli / Business Analyst Anita Lam |
| 2019-07-07 |
update person_title Mark Lebida: Senior Vice President of Investments; Managing Director => Senior Vice President of Investments; Senior Vice President - Investments Sanjeet Dass / Vice President - Investments Jennifer Wolf |
| 2019-04-08 |
delete person Sonia Kraus |
| 2018-12-24 |
delete person Al Fatah Kader |
| 2018-06-29 |
insert managingdirector Manish Kumar |
| 2018-06-29 |
insert otherexecutives Cyrus Kanga |
| 2018-06-29 |
insert otherexecutives Ellen Wong-Yu |
| 2018-06-29 |
delete person Alexa Clark |
| 2018-06-29 |
insert person Al Fatah Kader |
| 2018-06-29 |
insert person Cyrus Kanga |
| 2018-06-29 |
insert person Ellen Wong-Yu |
| 2018-06-29 |
insert person Erhan Sarayli |
| 2018-06-29 |
insert person Manish Kumar |
| 2018-06-29 |
update person_title Jennifer Wolf: Vice President - Financial Planning Alexa Clark => Vice President - Investments Jennifer Wolf / Vice President - Financial Planning Cyrus Kanga; Vice President - Financial Planning |
| 2018-06-29 |
update person_title Sanjeet Dass: Vice President - Investments; Senior Vice President - Investments => Vice President - Investments Jennifer Wolf / Vice President - Financial Planning Cyrus Kanga |
| 2018-06-29 |
update person_title Sonia Kraus: Client Services Analyst => Client Services Analyst Erhan Sarayli / Business Analyst Anita Lam |
| 2018-06-29 |
update person_title Xerxes Mullan: Chief Executive Officer Tonya Smoake / Chief Operating Officer Mark Lebida, CFA ©; Founder; Chief Executive Officer => Founder; Chief Executive Officer Tonya Smoake / Chief Operating Officer Manish Kumar; Chief Executive Officer |