| Date | Description |
|---|
| 2025-03-23 |
delete vp Vishail Singh |
| 2025-03-23 |
delete person Vishail Singh |
| 2025-03-23 |
update person_title Callie Ponce: Associate; Advisory and Service Associate => Advisory and Service Specialist |
| 2024-08-13 |
insert evp Lawrence Muscant |
| 2024-08-13 |
update person_title Lawrence Muscant: Senior Advisor; Senior Vice President at the Foundation for Defense of Democracies; Independent Consultant; Senior Advisor to => Executive Vice President |
| 2024-04-12 |
update person_description Michael Wagner => Michael Wagner |
| 2023-07-16 |
delete person Yomtov Bejar |
| 2023-01-19 |
insert person Brooke Wagner |
| 2023-01-19 |
insert person Callie Ponce |
| 2023-01-19 |
update person_title Alon Ozer: Member of the Board of Directors of Beth Torah Benny Rok Campus; CHIEF INVESTMENT OFFICER => PARTNER; Member of the Board of Directors of Beth Torah Benny Rok Campus; CHIEF INVESTMENT OFFICER |
| 2023-01-19 |
update person_title Diana Torre: DIRECTOR of CLIENT SERVICES => PARTNER; DIRECTOR of CLIENT SERVICES |
| 2022-05-14 |
delete address 18851 NE 29th Avenue, Suite 400
Aventura, Florida 33180 |
| 2022-05-14 |
insert address 18851 NE 29th Ave, Ste 400
Aventura, Florida 33180 |
| 2022-03-13 |
insert person Lawrence Muscant |
| 2022-03-13 |
insert person Yomtov Bejar |
| 2022-02-07 |
insert address 18851 NE 29th Ave, Ste 400
Aventura, FL 33180 |
| 2021-09-02 |
delete person Alexandra Quitko |
| 2021-05-31 |
update person_description Michael Wagner => Michael Wagner |
| 2021-01-18 |
insert vp Vishail Singh |
| 2021-01-18 |
delete person Erez Hevroni |
| 2021-01-18 |
update person_title Vishail Singh: INVESTMENT ASSOCIATE => Vice President; Vice President, Investment Strategy |
| 2020-07-26 |
update person_description Michael Wagner => Michael Wagner |
| 2020-06-24 |
insert person Erez Hevroni |
| 2019-11-22 |
delete managingdirector Michael Wagner |
| 2019-11-22 |
insert coo Michael Wagner |
| 2019-11-22 |
insert person Myra Arroyo |
| 2019-11-22 |
update person_title Michael Wagner: MANAGING DIRECTOR; CO - FOUNDER => CHIEF OPERATING OFFICER; CO - FOUNDER |
| 2019-09-22 |
insert person Alexandra Quitko |