| Date | Description |
|---|
| 2024-04-05 |
insert otherexecutives David Richardson |
| 2024-04-05 |
update person_description Daniel J. Neumann => Daniel J. Neumann |
| 2024-04-05 |
update person_description David Richardson => David Richardson |
| 2024-04-05 |
update person_title David Richardson: Chief Financial Officer & Wealth Manager => Member of the Investment Committee |
| 2023-05-01 |
delete management_pages_linkeddomain addthis.com |
| 2022-03-13 |
delete cfo David Richardson |
| 2022-03-13 |
update person_description Ekaterina Atanassov => Ekaterina Atanassov |
| 2022-03-13 |
update person_title David Richardson: Chief Financial Officer; Portfolio Manager => Chief Financial Officer & Wealth Manager |
| 2021-12-10 |
delete phone 800-230-8987 |
| 2021-04-23 |
update person_description Caroline Gorham => Caroline Gorham |
| 2021-04-23 |
update person_title Caroline Gorham: Client Services Associate => null |