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 |
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 |
2021-04-23 |
update person_description Caroline Gorham => Caroline Gorham |
2021-04-23 |
update person_title Caroline Gorham: Client Services Associate => null |