| Date | Description |
|---|
| 2023-10-21 |
insert otherexecutives Kyle Pinkerton |
| 2023-10-21 |
insert person David Daglio |
| 2023-10-21 |
insert person Dylan Lemieux |
| 2023-10-21 |
insert person John Barooshian |
| 2023-10-21 |
insert person Kyle Pinkerton |
| 2023-09-18 |
delete person Gregory Partyka |
| 2023-09-18 |
insert person Andreas Migliaccio |
| 2023-07-13 |
delete person Cameron Iarrobino |
| 2023-04-26 |
delete otherexecutives Jan Meyer |
| 2023-04-26 |
delete person Andrew Sams |
| 2023-04-26 |
delete person Flavia Fasani |
| 2023-04-26 |
delete person Harinder Hundle |
| 2023-04-26 |
delete person Jan Meyer |
| 2023-04-26 |
delete person Marcin Burda |
| 2023-04-26 |
delete person Mouna Annazri |
| 2023-03-26 |
insert otherexecutives Taylor Kale |
| 2023-03-26 |
delete person Mireya Ortiz |
| 2023-03-26 |
insert person Kimberly Li |
| 2023-03-26 |
insert person Taylor Kale |
| 2023-02-22 |
delete person Cassandra Johnson |
| 2023-01-22 |
insert otherexecutives Hugo Souza |
| 2023-01-22 |
insert person Matthew O'Donnell |
| 2023-01-22 |
update person_title Brooks Anderson: Associate; CFP®Associate, Client Advisory Client Advisory => Senior Associate; CFP®Senior Associate, Client Advisory Client Advisory |
| 2023-01-22 |
update person_title Hugo Souza: Senior Associate; SENIOR ASSOCIATE, CLIENT ADVISORY; Senior Associate, Client Advisory Client Advisory => Associate Director, Client Advisory Client Advisory; Associate Director; ASSOCIATE DIRECTOR, CLIENT ADVISORY |
| 2023-01-22 |
update person_title Mireya Ortiz: Associate on the Client Service Team; Associate, Client Advisory Client Advisory; ASSOCIATE, CLIENT SERVICE => Associate on the Client Advisory Team; CFP®Associate, Client Advisory Client Advisory; ASSOCIATE, CLIENT ADVISORY; ASSOCIATE, CLIENT SERVICE |
| 2023-01-22 |
update person_title Thomas Moore: CFP®Associate Director, Client Advisory Client Advisory; Associate Director on the Client Advisory Team => CFP®Director, Client Advisory Client Advisory; Director on the Client Advisory Team |
| 2022-12-21 |
insert otherexecutives Matt Perra |
| 2022-12-21 |
delete person Beth Lehman |
| 2022-12-21 |
delete person Dana Hughes |
| 2022-12-21 |
delete person Dimitrios Kyranos |
| 2022-12-21 |
insert person Elizabeth Gardner |
| 2022-12-21 |
insert person Matt Perra |
| 2022-12-21 |
update person_title Brooks Anderson: Associate; ASSOCIATE, CLIENT ADVISORY; Associate, Client Advisory Client Advisory & Service => Associate; CFP®Associate, Client Advisory Client Advisory |
| 2022-12-21 |
update person_title Carl Bradshaw: Senior Associate; Senior Associate, Client Advisory Client Advisory & Service; SENIOR ASSOCIATE, CLIENT ADVISORY; Member of the Client Advisory Team => Senior Associate; SENIOR ASSOCIATE, CLIENT ADVISORY; Member of the Client Advisory Team; Senior Associate, Client Advisory Client Advisory |
| 2022-12-21 |
update person_title Flavia Fasani: DIRECTOR, CLIENT ADVISORY, LONDON; Director, Client Advisory, London Client Advisory & Service => DIRECTOR, CLIENT ADVISORY, LONDON; Director, Client Advisory, London Client Advisory |
| 2022-12-21 |
update person_title Heather Canty: Senior Associate; SENIOR ASSOCIATE, CLIENT SERVICE; Senior Associate, Client Service Client Advisory & Service => Senior Associate; SENIOR ASSOCIATE, CLIENT SERVICE; Senior Associate, Client Advisory Client Advisory |
| 2022-12-21 |
update person_title Hugo Souza: Senior Associate; Senior Associate, Client Advisory Client Advisory & Service; SENIOR ASSOCIATE, CLIENT ADVISORY => Senior Associate; SENIOR ASSOCIATE, CLIENT ADVISORY; Senior Associate, Client Advisory Client Advisory |
| 2022-12-21 |
update person_title Josette Beatrice: Associate, Client Service Client Advisory & Service; Associate on the Client Advisory Team; ASSOCIATE, CLIENT SERVICE => Associate on the Client Advisory Team; Associate, Client Advisory Client Advisory; ASSOCIATE, CLIENT SERVICE |
| 2022-12-21 |
update person_title Kalindi Russell: Senior Associate on the Client Service Team; SENIOR ASSOCIATE, CLIENT SERVICE; Senior Associate, Client Service Client Advisory & Service => Senior Associate on the Client Service Team; SENIOR ASSOCIATE, CLIENT SERVICE; Senior Associate, Client Advisory Client Advisory |
| 2022-12-21 |
update person_title Marcin Burda: Senior Advisor, London Client Advisory & Service; SENIOR ADVISOR, LONDON => Senior Advisor, London Client Advisory; SENIOR ADVISOR, LONDON |
| 2022-12-21 |
update person_title Mireya Ortiz: Associate, Client Service Client Advisory & Service; Associate on the Client Service Team; ASSOCIATE, CLIENT SERVICE => Associate on the Client Service Team; Associate, Client Advisory Client Advisory; ASSOCIATE, CLIENT SERVICE |
| 2022-12-21 |
update person_title Sonia Mejia: Associate, Client Service Client Advisory & Service; Associate on the Client Advisory Team; ASSOCIATE, CLIENT SERVICE => Associate on the Client Advisory Team; Associate, Client Advisory Client Advisory; ASSOCIATE, CLIENT SERVICE |
| 2022-12-21 |
update person_title Thomas Moore: CFP®Associate Director, Client Advisory Client Advisory & Service; Associate Director on the Client Advisory Team => CFP®Associate Director, Client Advisory Client Advisory; Associate Director on the Client Advisory Team |
| 2022-10-18 |
delete person Sophia Broadley |
| 2022-10-18 |
insert person Haley Noone |
| 2022-09-17 |
delete otherexecutives Allison Robinson |
| 2022-09-17 |
delete person Allison Robinson |
| 2022-09-17 |
delete person John McGillian |
| 2022-09-17 |
insert person Carmine Tropeano |
| 2022-09-17 |
insert person Sophia Broadley |
| 2022-09-17 |
update person_description Paul Karger => Paul Karger |
| 2022-09-17 |
update person_title Debora Ribeiro: Staff Accountant Firm Operations; STAFF ACCOUNTANT => Senior Accountant Firm Operations; SENIOR ACCOUNTANT |
| 2022-05-15 |
delete person Cameron Rahbar |
| 2022-05-15 |
update person_title Allison Robinson: Associate Director; Associate Director, Client Advisory Client Advisory & Service; ASSOCIATE DIRECTOR, CLIENT ADVISORY => Associate Director; CFP®Associate Director, Client Advisory Client Advisory & Service |
| 2022-05-15 |
update person_title Mouna Annazri: Senior Associate, Client Service Client Advisory & Service => FPQP Senior Associate, Client Service Client Advisory & Service |
| 2022-04-14 |
insert otherexecutives Allison Robinson |
| 2022-04-14 |
delete person Abigail Henry |
| 2022-04-14 |
delete person Andrew Gauthier |
| 2022-04-14 |
delete person Jacquelyn Whitman |
| 2022-04-14 |
delete person Jenna Ricci |
| 2022-04-14 |
delete person Lina Liubertaite |
| 2022-04-14 |
delete person Maya McDonald |
| 2022-04-14 |
delete person Patrick Harney |
| 2022-04-14 |
delete person Rebecca Gompper |
| 2022-04-14 |
insert person Beth Lehman |
| 2022-04-14 |
insert person Brooks Anderson |
| 2022-04-14 |
insert person Carl Bradshaw |
| 2022-04-14 |
insert person Cassandra Johnson |
| 2022-04-14 |
insert person David Wolfe |
| 2022-04-14 |
insert person Hugo Souza |
| 2022-04-14 |
insert person Jonathan Pate |
| 2022-04-14 |
insert person Kalindi Russell |
| 2022-04-14 |
insert person Mireya Ortiz |
| 2022-04-14 |
insert person Mouna Annazri |
| 2022-04-14 |
update person_description Dana Hughes => Dana Hughes |
| 2022-04-14 |
update person_title Allison Robinson: Senior Associate; Senior Associate, Client Advisory Client Advisory & Service; SENIOR ASSOCIATE, CLIENT ADVISORY => Associate Director; Associate Director, Client Advisory Client Advisory & Service; ASSOCIATE DIRECTOR, CLIENT ADVISORY |
| 2022-04-14 |
update person_title Dana Hughes: ASSOCIATE DIRECTOR, TECHNOLOGY; Associate Director, Technology Firm Operations => DIRECTOR, TECHNOLOGY; Director, Technology Firm Operations |
| 2022-04-14 |
update person_title Dimitrios Kyranos: Associate Director, Investment Research Investment Research => Associate Director, Investment Research & Real Estate Investment Research |
| 2021-09-29 |
delete person David McLaughlin |
| 2021-08-30 |
delete person Francesca Anselmo |
| 2021-08-30 |
insert person Debora Ribeiro |
| 2021-07-26 |
insert person Gabriella Davis |
| 2021-07-26 |
insert person Gregory Partyka |
| 2021-07-26 |
insert person Josette Beatrice |
| 2021-06-25 |
delete person Elias Katsikis |
| 2021-06-25 |
delete person Elizabeth Campana |
| 2021-06-25 |
delete person Emerson Boone |
| 2021-06-25 |
insert person Heather Canty |
| 2021-06-25 |
insert person Marcin Burda |
| 2021-06-25 |
update person_title Abigail Henry: Senior Associate on the Client Service Team; SENIOR ASSOCIATE, CLIENT SERVICE => Senior Associate on the Client Service Team; SENIOR ASSOCIATE, CLIENT SERVICE; Senior Associate, Client Service Client Advisory & Service |
| 2021-06-25 |
update person_title Allison Robinson: Senior Associate; SENIOR ASSOCIATE, CLIENT ADVISORY => Senior Associate; Senior Associate, Client Advisory Client Advisory & Service; SENIOR ASSOCIATE, CLIENT ADVISORY |
| 2021-06-25 |
update person_title Andrew Gauthier: SENIOR ANALYST, PORTFOLIO MANAGEMENT => Senior Analyst, Portfolio Management Portfolio Management, Analytics & Reporting; SENIOR ANALYST, PORTFOLIO MANAGEMENT |
| 2021-06-25 |
update person_title Broderick Gardner: SENIOR ACCOUNTANT => Senior Accountant Firm Operations; SENIOR ACCOUNTANT |
| 2021-06-25 |
update person_title Cameron Iarrobino: ANALYST, PORTFOLIO ANALYTICS & REPORTING => ANALYST, PORTFOLIO ANALYTICS & REPORTING; Analyst, Portfolio Analytics & Reporting Portfolio Management, Analytics & Reporting |
| 2021-06-25 |
update person_title Cameron Rahbar: CFP®Associate Director, Client Advisory => CFP®Associate Director, Client Advisory Client Advisory & Service |
| 2021-06-25 |
update person_title Dana Hughes: ASSOCIATE DIRECTOR, TECHNOLOGY => ASSOCIATE DIRECTOR, TECHNOLOGY; Associate Director, Technology Firm Operations |
| 2021-06-25 |
update person_title David McLaughlin: CONSULTANT, CLIENT ADVISORY, IRELAND => CONSULTANT, CLIENT ADVISORY, IRELAND; Consultant, Client Advisory, Ireland Client Advisory & Service |
| 2021-06-25 |
update person_title Dimitrios Kyranos: Associate Director, Investment Research => Associate Director, Investment Research Investment Research |
| 2021-06-25 |
update person_title Flavia Fasani: DIRECTOR, CLIENT ADVISORY, LONDON => DIRECTOR, CLIENT ADVISORY, LONDON; Director, Client Advisory, London Client Advisory & Service |
| 2021-06-25 |
update person_title Francesca Anselmo: ANALYST, PORTFOLIO ANALYTICS & REPORTING; Portfolio Analyst => ANALYST, PORTFOLIO ANALYTICS & REPORTING; Portfolio Analyst; Analyst, Portfolio Analytics & Reporting Portfolio Management, Analytics & Reporting |
| 2021-06-25 |
update person_title Harinder Hundle: Managing Partner, London => Managing Partner, London Executive Management |
| 2021-06-25 |
update person_title Jacquelyn Whitman: OFFICE MANAGER; EXECUTIVE ASSISTANT => Executive Assistant & Office Manager Firm Operations; OFFICE MANAGER; EXECUTIVE ASSISTANT |
| 2021-06-25 |
update person_title Jenna Ricci: Associate; ASSOCIATE, CLIENT SERVICE => Associate; Associate, Client Service Client Advisory & Service; ASSOCIATE, CLIENT SERVICE |
| 2021-06-25 |
update person_title John McGillian: Senior Advisor; SENIOR ADVISOR, INVESTMENT RESEARCH => Senior Advisor; Senior Advisor, Investment Research Investment Research; SENIOR ADVISOR, INVESTMENT RESEARCH |
| 2021-06-25 |
update person_title Jonathan Perry: CFO & MANAGING DIRECTOR, HR & BUSINESS OPERATIONS => CFO & MANAGING DIRECTOR, HR & BUSINESS OPERATIONS; CFO & Managing Director, HR & Business Operations Firm Operations |
| 2021-06-25 |
update person_title Lina Liubertaite: Executive Assistant & Office Manager, London => Executive Assistant & Office Manager, London Firm Operations |
| 2021-06-25 |
update person_title Patrick Harney: CFP®Partner & Managing Director, Client Advisory => CFP®Partner & Managing Director, Client Advisory Client Advisory & Service |
| 2021-06-25 |
update person_title Rebecca Gompper: Senior Director, Compliance => Senior Director, Compliance Firm Operations |
| 2021-06-25 |
update person_title Savannah Campbell: ASSOCIATE DIRECTOR, INVESTMENT RESEARCH => Associate Director, Investment Research Investment Research; ASSOCIATE DIRECTOR, INVESTMENT RESEARCH |
| 2021-06-25 |
update person_title Sonia Mejia: Associate on the Client Advisory Team; ASSOCIATE, CLIENT SERVICE => Associate, Client Service Client Advisory & Service; Associate on the Client Advisory Team; ASSOCIATE, CLIENT SERVICE |
| 2021-06-25 |
update person_title Thomas Moore: CFP®Associate Director, Client Advisory; Associate Director on the Client Advisory Team => CFP®Associate Director, Client Advisory Client Advisory & Service; Associate Director on the Client Advisory Team |
| 2021-06-25 |
update person_title William Ward: Partner & Managing Director, Real Estate => Partner & Managing Director, Real Estate Investment Research |
| 2021-05-23 |
delete person Jacob Alden |
| 2021-05-23 |
delete person Mike Rennie |
| 2021-05-23 |
update person_title Jonathan Perry: CFO & MANAGING DIRECTOR, BUSINESS OPERATIONS => CFO & MANAGING DIRECTOR, HR & BUSINESS OPERATIONS |
| 2021-04-06 |
insert otherexecutives Ana C. Rabines |
| 2021-04-06 |
delete person James Lawless |
| 2021-04-06 |
insert person Abigail Henry |
| 2021-04-06 |
insert person Ana C. Rabines |
| 2021-04-06 |
insert person Broderick Gardner |
| 2021-04-06 |
insert person Cameron Iarrobino |
| 2021-04-06 |
insert person Elizabeth Campana |
| 2021-04-06 |
update person_title Andrew Gauthier: SENIOR ANALYST, PORTFOLIO ADVISORY => SENIOR ANALYST, PORTFOLIO MANAGEMENT |
| 2021-04-06 |
update person_title Dana Hughes: SENIOR ANALYST, TECHNOLOGY SOLUTIONS => ASSOCIATE DIRECTOR, TECHNOLOGY |
| 2021-04-06 |
update person_title Elias Katsikis: Analyst, Portfolio Advisory => Analyst, Portfolio Analytics & Reporting |
| 2021-04-06 |
update person_title Francesca Anselmo: Portfolio Analyst; ANALYST, PORTFOLIO ADVISORY => ANALYST, PORTFOLIO ANALYTICS & REPORTING; Portfolio Analyst |
| 2021-04-06 |
update person_title Jacob Alden: Associate; ASSOCIATE, CLIENT ADVISORY => Associate; ASSOCIATE, CLIENT SERVICE |
| 2021-04-06 |
update person_title Jenna Ricci: Associate; ASSOCIATE, CLIENT ADVISORY => Associate; ASSOCIATE, CLIENT SERVICE |
| 2021-04-06 |
update person_title Lina Liubertaite: Office Manager & Executive Assistant, London => Executive Assistant & Office Manager, London |
| 2021-04-06 |
update person_title Sonia Mejia: Associate on the Client Advisory Team; ASSOCIATE, CLIENT ADVISORY => Associate on the Client Advisory Team; ASSOCIATE, CLIENT SERVICE |