| Date | Description |
|---|
| 2024-03-18 |
delete otherexecutives Christina McCloy |
| 2024-03-18 |
delete email jc..@baldwinmgt.com |
| 2024-03-18 |
delete person Joe Cacchione |
| 2024-03-18 |
insert email bm..@baldwinmgt.com |
| 2024-03-18 |
insert email mc..@baldwinmgt.com |
| 2024-03-18 |
insert email sd..@baldwinmgt.com |
| 2024-03-18 |
insert person Benjamin Meck |
| 2024-03-18 |
insert person Matt Civitello |
| 2024-03-18 |
update person_description Christina McCloy => Christina McCloy |
| 2024-03-18 |
update person_title Christina McCloy: Director of Technology and Executive Administration; Director of Technology => Chief Compliance Officer for Baldwin; Chief Compliance Officer |
| 2023-04-06 |
insert email jc..@baldwinmgt.com |
| 2023-04-06 |
insert person Joe Cacchione |
| 2023-03-05 |
delete email cm..@baldwinmgt.com |
| 2023-03-05 |
insert career_pages_linkeddomain sec.gov |
| 2023-03-05 |
insert contact_pages_linkeddomain sec.gov |
| 2023-03-05 |
insert email nf..@baldwinmgt.com |
| 2023-03-05 |
insert index_pages_linkeddomain sec.gov |
| 2023-03-05 |
insert management_pages_linkeddomain sec.gov |
| 2023-03-05 |
insert person Nellie Jane Foley |
| 2023-03-05 |
insert service_pages_linkeddomain sec.gov |
| 2023-03-05 |
insert terms_pages_linkeddomain sec.gov |
| 2023-02-01 |
delete managingdirector Susan Berry-Gorelli |
| 2023-02-01 |
insert ceo Susan Berry-Gorelli |
| 2023-02-01 |
update person_description Gary S. Hess => Gary S. Hess |
| 2023-02-01 |
update person_title Susan Berry-Gorelli: Portfolio Manager of Baldwin Investment Management; Managing Director => Portfolio Manager of Baldwin Investment Management; Chief Executive Officer |
| 2022-08-25 |
delete email df..@baldwinmgt.com |
| 2022-08-25 |
delete person Deborah J. Francesco |
| 2022-08-25 |
update person_description Christina McCloy => Christina McCloy |
| 2022-08-25 |
update person_title Christina McCloy: Director of Technology and Executive Administration; Administrative Specialist; Director of Technology => Director of Technology and Executive Administration; Director of Technology |
| 2022-07-26 |
insert managingdirector Sanil Daptardar |
| 2022-07-26 |
delete email vg..@baldwinmgt.com |
| 2022-07-26 |
delete person Julie May |
| 2022-07-26 |
delete person Vanessa Geiger |
| 2022-07-26 |
insert person Sanil Daptardar |
| 2022-06-24 |
delete email cr..@baldwinmgt.com |
| 2022-06-24 |
delete person Andrea McCrae |
| 2022-06-24 |
delete person Conor Renn |
| 2022-05-24 |
delete managingdirector Tracey Hawley |
| 2022-05-24 |
delete email th..@baldwinmgt.com |
| 2022-05-24 |
delete person Tracey Hawley |
| 2022-03-23 |
insert otherexecutives Christina McCloy |
| 2022-03-23 |
insert person Andrea McCrae |
| 2022-03-23 |
update person_title Christina McCloy: Corporate Office Manager; Corporate Office Manager and Project Coordinator for Baldwin; Projects Coordinator; Administrative Specialist => Director of Technology and Executive Administration; Administrative Specialist; Director of Technology |
| 2022-02-19 |
delete address 1001 Conshohocken State Road, Suite 1-202
Conshohocken, PA 19428 |
| 2022-02-19 |
delete email cb..@baldwinmgt.com |
| 2022-02-19 |
delete email df..@baldwinmgt.com |
| 2022-02-19 |
delete email gh..@baldwinmgt.com |
| 2022-02-19 |
delete email jm..@baldwinmgt.com |
| 2022-02-19 |
delete index_pages_linkeddomain superbthemes.com |
| 2022-02-19 |
delete management_pages_linkeddomain superbthemes.com |
| 2022-02-19 |
delete person Christina Bond |
| 2022-02-19 |
delete source_ip 74.208.236.161 |
| 2022-02-19 |
insert address 1001 Conshohocken State Rd., Suite 1-202
West Conshohocken, PA 19428 |
| 2022-02-19 |
insert email cm..@baldwinmgt.com |
| 2022-02-19 |
insert index_pages_linkeddomain appnet.com |
| 2022-02-19 |
insert management_pages_linkeddomain appnet.com |
| 2022-02-19 |
insert person Christina McCloy |
| 2022-02-19 |
insert phone 610-260-1555 |
| 2022-02-19 |
insert source_ip 173.255.206.47 |
| 2022-02-19 |
update person_description Bruce L. Marra => Bruce L. Marra |
| 2022-02-19 |
update person_description Cathy Berry => Cathy Berry |
| 2022-02-19 |
update person_description Conor Renn => Conor Renn |
| 2022-02-19 |
update person_description Jared V. Quereau => Jared V. Quereau |
| 2022-02-19 |
update person_description Jeffrey Stallings => Jeffrey Stallings |
| 2022-02-19 |
update person_description Johanna M. Winslow => Johanna M. Winslow |
| 2022-02-19 |
update person_description Susan Berry-Gorelli => Susan Berry-Gorelli |
| 2022-02-19 |
update person_title Conor Renn: Investment Analyst / Trader, Joined Baldwin Directly After Earning His B.S. in Finance, Cum Laude, from the Bloomsburg University of Pennsylvania => Equity Research Associate / Trader |
| 2022-02-19 |
update person_title Johanna M. Winslow: Investment Administrator at Baldwin => Principal, Investment Administrator; Investment Administrator at Baldwin |
| 2022-02-19 |
update person_title Katharine Dunlevy: Accounts => Account Manager |
| 2022-02-19 |
update primary_contact 1001 Conshohocken State Road, Suite 1-202
Conshohocken, PA 19428 => 1001 Conshohocken State Rd., Suite 1-202
West Conshohocken, PA 19428 |
| 2021-02-11 |
insert managingdirector Jared V. Quereau |
| 2021-02-11 |
delete address 100 Four Falls Corporate Center
Suite 202
West Conshohocken, PA 19428 |
| 2021-02-11 |
insert address 1001 Conshohocken State Road, Suite 1-202
Conshohocken, PA 19428 |
| 2021-02-11 |
insert email jq..@baldwinmgt.com |
| 2021-02-11 |
insert person Jared V. Quereau |
| 2021-02-11 |
update person_title Christina Bond: Office Manager; Projects Coordinator => Corporate Office Manager; Projects Coordinator |
| 2021-02-11 |
update person_title Johanna M. Winslow: Principal => Investment Administrator at Baldwin |
| 2021-02-11 |
update primary_contact 100 Four Falls Corporate Center
Suite 202
West Conshohocken, PA 19428 => 1001 Conshohocken State Road, Suite 1-202
Conshohocken, PA 19428 |
| 2020-04-11 |
insert address 100 Four Falls Corporate Center
Suite 202
West Conshohocken, PA 19428 |
| 2020-04-11 |
update primary_contact null => 100 Four Falls Corporate Center
Suite 202
West Conshohocken, PA 19428 |