| Date | Description |
|---|
| 2024-03-10 |
delete person Brett Wilson |
| 2024-03-10 |
insert person Michelle Solt |
| 2024-03-10 |
update person_description Scott R. Cohen => Scott R. Cohen |
| 2023-07-13 |
delete person Shirley Ho |
| 2023-01-21 |
delete managingdirector Andy Dropkin |
| 2023-01-21 |
update person_title Andy Dropkin: Principal; Managing Director; Chief Investment Officer => Chief Investment Officer |
| 2023-01-21 |
update person_title Ilona Friedman: Managing Director and Chief Wealth Management Officer; Principal, Managing Director, Chief Wealth Management Officer => Chief Wealth Management Officer |
| 2023-01-21 |
update person_title Scott R. Cohen: Principal; CEO; Founder => CEO; Founder |
| 2022-12-20 |
update person_title Alison Glasgow: Senior Insurance Underwriting / Case Design Specialist => Senior Underwriting / Case Design Specialist |
| 2022-12-20 |
update person_title Kelley Followwell: Account Manager; Director of Client Service / Insurance Specialist => Director of Client Service; Account Manager |
| 2022-06-15 |
insert person Shirley Ho |
| 2022-02-07 |
delete person LaToya Oshodi |
| 2022-02-07 |
update person_description Alison Glasgow => Alison Glasgow |
| 2022-02-07 |
update person_description Crystal LaFollette => Crystal LaFollette |
| 2021-12-02 |
insert chro Margaret Walker |
| 2021-12-02 |
insert person Brett Wilson |
| 2021-12-02 |
insert person Lucy Satterwhite |
| 2021-12-02 |
insert person Margaret Walker |
| 2021-12-02 |
update person_title Ilona Friedman: Principal; Managing Director => Principal, Managing Director, Chief Wealth Management Officer; Managing Director |
| 2021-08-01 |
delete coo Ilona Friedman |
| 2021-08-01 |
update person_title Ilona Friedman: Chief Operating Officer; Principal; Managing Director => Principal; Managing Director |
| 2021-07-01 |
update person_description Andy Dropkin => Andy Dropkin |
| 2021-07-01 |
update person_title Crystal LaFollette: Senior Registered Client Service Associate; Specialist => Director of Investment Operations; Specialist |
| 2021-05-31 |
update person_title Alison Glasgow: Underwriting / Case Design Specialist; Insurance Underwriting / Case Design Specialist => Underwriting / Case Design Specialist; Senior Insurance Underwriting / Case Design Specialist |
| 2021-05-31 |
update person_title Crystal LaFollette: Registered Client Service Associate; Specialist => Senior Registered Client Service Associate; Specialist |
| 2021-05-31 |
update person_title Ilona Friedman: Chief Operating Officer; Managing Director => Chief Operating Officer; Principal; Managing Director |
| 2021-05-31 |
update person_title LaToya Oshodi: Registered Client Service Associate => Senior Registered Client Service Associate |
| 2021-01-19 |
update person_title Alison Glasgow: Underwriting / Case Design Specialist => Underwriting / Case Design Specialist; Insurance Underwriting / Case Design Specialist |
| 2021-01-19 |
update person_title Kelley Followwell: Director of Client Service => Director of Client Service / Insurance Specialist |
| 2020-03-25 |
delete person John Munz |
| 2019-10-23 |
delete cio Andy Dropkin |
| 2019-10-23 |
insert chiefinvestmentofficer Andy Dropkin |
| 2019-10-23 |
insert managingdirector Andy Dropkin |
| 2019-10-23 |
insert managingdirector Ilona Friedman |
| 2019-10-23 |
update person_title Alison Glasgow: Insurance Specialist => Underwriting / Case Design Specialist |
| 2019-10-23 |
update person_title Andy Dropkin: Principal; CIO => Principal; Managing Director; Chief Investment Officer |
| 2019-10-23 |
update person_title Ilona Friedman: Principal; COO => Chief Operating Officer; Principal; Managing Director |
| 2019-10-23 |
update person_title Kelley Followwell: Insurance Specialist => Director of Client Service |
| 2019-07-24 |
delete person Howard Cohen |