| Date | Description |
|---|
| 2024-03-19 |
insert cfo Marc Pierguidi |
| 2024-03-19 |
insert email mw..@boulevardws.com |
| 2024-03-19 |
insert person Marc Pierguidi |
| 2024-03-19 |
insert person Michael Floryan |
| 2024-03-19 |
insert person Michael Winn |
| 2024-03-19 |
update person_title Anna Breed: Director of Strategic Development Anna Breed / Executive Assistant; Executive Assistant => Executive Assistant Miles Stackpool / Director of Strategic Development Michael Winn; Executive Assistant |
| 2024-03-19 |
update person_title Miles Stackpool: Director of Strategic Development Anna Breed / Executive Assistant => Executive Assistant Miles Stackpool / Director of Strategic Development Michael Winn; Director of Strategic Development |
| 2023-03-11 |
delete founder Andrew Aiello |
| 2023-03-11 |
delete person Andrew Aiello |
| 2023-03-11 |
update person_title Matthew Celenza: Member of the Boulevard Team; Founder Andrew Aiello / Founder Shannon McLaughlin; Founder; Managing Partner => Member of the Boulevard Team; Founder; Founder Shannon McLaughlin / Chief Operating Officer, Chief Compliance Officer Andrea Shieh, CFP ®, CIMA ®; Managing Partner |
| 2022-03-06 |
insert email ab..@boulevardfw.com |
| 2022-03-06 |
insert person Anna Breed |
| 2021-12-08 |
delete person Michelle Macalintal |
| 2021-07-13 |
insert founder Andrew Aiello |
| 2021-07-13 |
update person_title Andrew Aiello: Partner => Founder Andrew Aiello / Founder Shannon McLaughlin; Founder |
| 2021-07-13 |
update person_title Matthew Celenza: Member of the Boulevard Team; Managing Partner Andrew Aiello / Partner Andrea Shieh, CFP ®, CIMA ®; Founder; Managing Partner => Member of the Boulevard Team; Founder Andrew Aiello / Founder Shannon McLaughlin; Founder; Managing Partner |
| 2021-07-13 |
update person_title Michelle Macalintal: Boulevard 's Client Services Manager; Client Services Manager; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Miles Stackpool => Administrative Manager, Marketing; Boulevard 's Client Services Manager; Director of Strategic Development |
| 2021-07-13 |
update person_title Miles Stackpool: Business Development Manager; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Miles Stackpool => Managing Director, Director of Investments; Director of Strategic Development |
| 2021-07-13 |
update person_title Shannon McLaughlin: Director of Operations; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Miles Stackpool; Chief Compliance Officer => Chief Operating Officer; Founder Andrew Aiello / Founder Shannon McLaughlin; Director of Operations; Chief Compliance Officer |
| 2021-01-22 |
delete email bd..@boulevardfw.com |
| 2021-01-22 |
delete person Brian Delamarter |
| 2021-01-22 |
update person_description Shannon McLaughlin => Shannon McLaughlin |
| 2019-10-17 |
delete person Scott Welch |
| 2019-10-17 |
update person_title Miles Stackpool: Business Development Manager; Business Development Manager Brian Delamarter => Business Development Manager; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Miles Stackpool |
| 2019-10-17 |
update person_title Shannon McLaughlin: Boulevard 's Key Relationship Manager; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Scott Welch; Director of Operations; Chief Compliance Officer => Boulevard 's Key Relationship Manager; Director of Operations; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Miles Stackpool; Chief Compliance Officer |
| 2019-06-15 |
update person_description Brian Delamarter => Brian Delamarter |
| 2019-05-16 |
insert service_pages_linkeddomain boulevardis.com |
| 2019-04-13 |
delete otherexecutives Scott Welch |
| 2019-04-13 |
delete associated_investor Crosspoint Venture Partners |
| 2019-04-13 |
delete person Evan Knapp |
| 2019-04-13 |
delete person Robert A. Hoff |
| 2019-04-13 |
update person_description Michelle Macalintal => Michelle Macalintal |
| 2019-04-13 |
update person_title Matthew Celenza: Member of the Boulevard Team; Founder; Managing Partner; Managing Partner Andrew Aiello / Partner Andrea Shieh, CIMA ® => Member of the Boulevard Team; Managing Partner Andrew Aiello / Partner Andrea Shieh, CFP ®, CIMA ®; Founder; Managing Partner |
| 2019-04-13 |
update person_title Michelle Macalintal: Director of Operations Michelle Macalintal / Client Services Manager Scott Welch; Client Services Manager; Registered Investment Advisor => Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Scott Welch; Boulevard 's Client Services Manager; Client Services Manager |
| 2019-04-13 |
update person_title Scott Welch: CIO - Dynasty Financial Partners Matthew Celenza / Managing Partner - Boulevard Family Wealth Andrea Shieh; Director of Operations Michelle Macalintal / Client Services Manager Scott Welch; Member of the Investment Committee => CIO - Dynasty Financial Partners; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Scott Welch |
| 2019-04-13 |
update person_title Shannon McLaughlin: Director of Operations Michelle Macalintal / Client Services Manager Scott Welch; Boulevard 's Key Relationship Manager; Director of Operations => Boulevard 's Key Relationship Manager; Director of Operations, Chief Compliance Officer Michelle Macalintal / Client Services Manager Scott Welch; Director of Operations; Chief Compliance Officer |
| 2019-03-14 |
insert email bd..@boulevardfw.com |
| 2019-03-14 |
insert person Brian Delamarter |
| 2019-03-14 |
update person_title Miles Stackpool: Business Development Analyst => Business Development Manager; Business Development Manager Brian Delamarter |
| 2018-07-18 |
insert email ms..@boulevardfw.com |
| 2018-07-18 |
insert person Miles Stackpool |
| 2018-04-03 |
update person_title Matthew Celenza: Member of the Boulevard Team; Founder; Managing Partner Michael ŒMikey Tanha / Partner Andrew Aiello; Managing Partner => Member of the Boulevard Team; Founder; Managing Partner; Managing Partner Andrew Aiello / Partner Andrea Shieh, CIMA ® |
| 2018-04-03 |
update person_title Shannon McLaughlin: Director of Investments; Boulevard 's Key Relationship Manager; Director of Operations => Director of Operations Michelle Macalintal / Client Services Manager Scott Welch; Boulevard 's Key Relationship Manager; Director of Operations |
| 2018-02-14 |
delete person Javier Rivero |
| 2018-02-14 |
update person_title Scott Welch: CIO - Dynasty Financial Partners Matthew Celenza / Managing Partner - Boulevard Family Wealth Andrea Shieh; CIO - Dynasty Financial Partners Javier Rivero / SVP, International Division - Dynasty Financial Partners; Member of the Investment Committee => CIO - Dynasty Financial Partners Matthew Celenza / Managing Partner - Boulevard Family Wealth Andrea Shieh; Member of the Investment Committee |