| Date | Description |
|---|
| 2024-03-13 |
insert president Mehul Chavada |
| 2024-03-13 |
delete person Connor Lee-Wen |
| 2024-03-13 |
delete person Lea Damgaard |
| 2024-03-13 |
insert person Ash Thakore |
| 2024-03-13 |
update person_title Mehul Chavada: Member of the Leadership Team; Chief Investment Officer => President; Member of the Leadership Team; Chief Investment Officer |
| 2023-07-17 |
delete person Doug Lo Pinto |
| 2023-03-01 |
delete chiefinvestmentofficer Chirag Hathiramani |
| 2023-03-01 |
delete cmo Jessica Lee-Wen |
| 2023-03-01 |
insert chiefinvestmentofficer Mehul Chavada |
| 2023-03-01 |
delete person Chirag Hathiramani |
| 2023-03-01 |
delete person Jessica Lee-Wen |
| 2023-03-01 |
insert person Mehul Chavada |
| 2022-12-28 |
delete ceo Yuen Yung |
| 2022-12-28 |
delete chairman Monte K. Lee-Wen |
| 2022-12-28 |
insert ceo Monte K. Lee-Wen |
| 2022-12-28 |
delete person Yuen Yung |
| 2022-12-28 |
insert person Doug Lo Pinto |
| 2022-12-28 |
update person_title Monte K. Lee-Wen: Chairman; Founder; Member of the Leadership Team => CEO; Founder; Member of the Leadership Team |
| 2022-11-25 |
insert coo Laura Klein |
| 2022-11-25 |
delete about_pages_linkeddomain onyximactfund.com |
| 2022-11-25 |
insert about_pages_linkeddomain onyximpactfund.com |
| 2022-11-25 |
insert person Laura Klein |
| 2022-11-25 |
insert person Lea Allen |
| 2022-11-25 |
insert person Lea Damgaard |
| 2022-04-19 |
delete alias Casoro Capital Partners, LLC |
| 2022-04-19 |
insert management_pages_linkeddomain cgeducationfoundation.org |
| 2021-12-11 |
delete management_pages_linkeddomain amazon.com |
| 2021-12-11 |
delete person Cari Gill |
| 2021-12-11 |
delete person Jon Mendoza |
| 2021-09-15 |
delete person Chris Upton |
| 2021-09-15 |
insert about_pages_linkeddomain cgeducationfoundation.org |
| 2021-09-15 |
insert about_pages_linkeddomain clearpm.com |
| 2021-09-15 |
insert about_pages_linkeddomain ingeniumcc.com |
| 2021-09-15 |
insert about_pages_linkeddomain onyximactfund.com |
| 2021-09-15 |
insert about_pages_linkeddomain performanceutilities.com |
| 2021-09-15 |
insert about_pages_linkeddomain upsideavenue.com |
| 2021-09-15 |
insert index_pages_linkeddomain onyximpactfund.com |
| 2021-09-15 |
insert person Connor Lee-Wen |
| 2021-07-15 |
delete vp Jake Heffelfinger |
| 2021-07-15 |
insert ceo Yuen Yung |
| 2021-07-15 |
delete management_pages_linkeddomain theblindgrind.com |
| 2021-07-15 |
delete management_pages_linkeddomain upsideavenue.com |
| 2021-07-15 |
delete person Jake Heffelfinger |
| 2021-07-15 |
delete person Matt Moore |
| 2021-07-15 |
insert management_pages_linkeddomain amazon.com |
| 2021-07-15 |
insert person Cari Gill |
| 2021-07-15 |
update person_title Jessica Lee-Wen: Director of Marketing; Member of the Leadership Team => Chief Marketing Officer; Member of the Leadership Team |
| 2021-07-15 |
update person_title Yuen Yung: Contributor to Its Advisor Insights; Member of the Leadership Team; As CEO; Chief Executive Officer, CMFP®, CFP® => CEO; Member of the Leadership Team; Chief Executive Officer, CMFP®, CFP® |
| 2021-04-18 |
insert vp Jake Heffelfinger |
| 2021-04-18 |
update person_description Jake Heffelfinger => Jake Heffelfinger |
| 2021-04-18 |
update person_title Jake Heffelfinger: Member of the Leadership Team; Vice President of Asset Management => Vice President; As Vice President; Member of the Leadership Team |
| 2021-02-25 |
delete person Winston McBurnett |
| 2021-02-25 |
insert person Chris Upton |
| 2020-09-28 |
delete person Michael Payne |
| 2020-09-28 |
insert person Jake Heffelfinger |
| 2020-09-28 |
insert person Matt Moore |
| 2020-05-20 |
insert person Winston McBurnett |
| 2020-04-20 |
delete coo Laura Klein |
| 2020-04-20 |
delete person Adam Rosenfield |
| 2020-04-20 |
delete person Cindy Mallette |
| 2020-04-20 |
delete person Laura Klein |
| 2020-04-20 |
delete source_ip 132.148.205.130 |
| 2020-04-20 |
insert index_pages_linkeddomain wpengine.com |
| 2020-04-20 |
insert person Jon Mendoza |
| 2020-04-20 |
insert source_ip 35.197.7.116 |
| 2020-03-20 |
insert management_pages_linkeddomain theblindgrind.com |