CLEARSTEAD - History of Changes


DateDescription
2024-03-22 insert coo Kenneth R. Morgan
2024-03-22 insert email km..@clearsteadtrust.com
2024-03-22 insert person Kenneth R. Morgan
2024-03-22 insert person Nicholas Carter
2023-10-09 insert person Kelly King
2023-09-06 delete email aa..@clearsteadtrust.com
2023-09-06 delete person Anne Albers
2023-08-05 delete managingdirector Charles S. Willauer
2023-08-05 delete otherexecutives Charles S. Willauer
2023-08-05 insert ceo Charles S. Willauer
2023-08-05 update person_title Charles S. Willauer: Senior Trust Officer; Managing Director => Senior Managing Director
2023-07-03 delete email ty..@clearsteadtrust.com
2023-07-03 insert email tc..@clearsteadtrust.com
2023-06-01 delete email km..@clearsteadtrust.com
2023-06-01 delete email km..@clearsteadtrust.com
2023-06-01 delete person Karen Mangino
2023-06-01 insert email ld..@clearsteadtrust.com
2023-06-01 insert email sm..@clearsteadtrust.com
2023-06-01 update person_description Lisa Darling => Lisa Darling
2023-06-01 update person_description Sabrina Murphy => Sabrina Murphy
2023-04-17 insert person Sabrina Murphy
2023-03-16 delete otherexecutives Carl J. Tippit
2023-03-16 delete president Carl J. Tippit
2023-03-16 delete person Carl J. Tippit
2023-02-13 delete person Kelly Daugherty
2023-02-13 insert person Lisa Darling
2022-12-11 insert person Kelly Daugherty
2022-11-10 delete email sc..@clearsteadtrust.com
2022-11-10 delete person Sarah Chalmers
2022-09-08 delete cfo Kathleen Thompson
2022-09-08 insert ceo Trent M. Meyerhoefer
2022-09-08 insert cfo Trent M. Meyerhoefer
2022-09-08 delete person Kathleen Thompson
2022-09-08 insert email aa..@clearsteadtrust.com
2022-09-08 insert email cw..@clearsteadtrust.com
2022-09-08 insert email mf..@clearsteadtrust.com
2022-09-08 insert email sc..@clearsteadtrust.com
2022-09-08 insert index_pages_linkeddomain clearstead.com
2022-09-08 insert person Anne Albers
2022-09-08 insert person Trent M. Meyerhoefer
2022-09-08 update person_description Carl J. Tippit => Carl J. Tippit
2022-09-08 update person_description Charles S. Willauer => Charles S. Willauer
2022-09-08 update person_description JoEllen Clark => JoEllen Clark
2022-09-08 update person_description Julie Webster => Julie Webster
2022-09-08 update person_description Karen Mangino => Karen Mangino
2022-09-08 update person_description Megan Fitton => Megan Fitton
2022-09-08 update person_description Sarah Chalmers => Sarah Chalmers
2022-09-08 update person_description Tyler Campbell => Tyler Campbell
2022-07-09 insert otherexecutives Charles S. Willauer
2022-07-09 update person_description Charles S. Willauer => Charles S. Willauer
2022-07-09 update person_title Charles S. Willauer: Managing Director => Senior Trust Officer; Managing Director
2022-06-08 delete otherexecutives Jonathan L. Cottrell
2022-06-08 insert managingdirector Charles S. Willauer
2022-06-08 delete email jc..@clearsteadtrust.com
2022-06-08 delete person Jonathan L. Cottrell
2022-06-08 insert person Charles S. Willauer
2022-04-08 insert email ty..@clearsteadtrust.com
2022-04-08 insert person Sarah Chalmers
2022-04-08 update person_description Tyler Campbell => Tyler Campbell
2022-03-09 delete address 111 Commercial Street, Suite 302, Portland, Maine 04101
2022-03-09 delete email ec..@clearsteadtrust.com
2022-03-09 delete person Everett B. Coulter
2022-03-09 insert address 1 Union Street, Suite 302, Portland, ME 04101
2022-03-09 insert address 1 Union Street, Suite 302, Portland, Maine 04101
2022-03-09 insert person Tyler Campbell
2022-03-09 update primary_contact 111 Commercial Street, Suite 302, Portland, Maine 04101 => 1 Union Street, Suite 302, Portland, Maine 04101
2021-12-09 insert person Megan Fitton
2021-09-14 insert email bh..@clearsteadtrust.com
2021-09-14 insert email ec..@clearsteadtrust.com
2021-09-14 insert email jc..@clearsteadtrust.com
2021-09-14 insert email jc..@clearsteadtrust.com
2021-09-14 insert email jh..@clearsteadtrust.com
2021-09-14 insert email jw..@clearsteadtrust.com
2021-09-14 insert email km..@clearsteadtrust.com
2021-09-14 insert email km..@clearsteadtrust.com
2021-09-14 update person_description Albert J. Bartosic => Albert J. Bartosic
2021-09-14 update person_description Carl J. Tippit => Carl J. Tippit
2021-09-14 update person_description DAVID C. FULTON => DAVID C. FULTON
2021-09-14 update person_description Everett Coulter => Everett B. Coulter
2021-09-14 update person_description Gregory P. Althans => Gregory P. Althans
2021-09-14 update person_description JoEllen Clark => JoEllen Clark
2021-09-14 update person_description John P.M. Higgins => John P.M. Higgins
2021-09-14 update person_description Jonathan L. Cottrell => Jonathan L. Cottrell
2021-09-14 update person_description Julie Webster => Julie Webster
2021-09-14 update person_description Karen Mangino => Karen Mangino
2021-09-14 update person_description Kathleen Thompson => Kathleen Thompson
2021-09-14 update person_description STEVEN F. WOLKEN => STEVEN F. WOLKEN
2021-09-14 update person_description Thomas J. Clarke => Thomas J. Clarke
2021-09-14 update person_description William O. Hall, III => William O. Hall, III
2021-09-14 update person_title John P.M. Higgins: Co - Chairman; Member of the BOARD of DIRECTORS; Chief Investment Officer => Co - Chairman; Member of the BOARD of DIRECTORS; John P.M; Chief Investment Officer