| Date | Description |
|---|
| 2024-03-15 |
insert person Mikayla Kuckel |
| 2023-07-19 |
delete person Kelly Tripp |
| 2023-05-05 |
delete person Daniel Milks |
| 2023-05-05 |
delete person Graham Morris |
| 2023-04-04 |
insert cmo Samantha Vance |
| 2023-04-04 |
insert otherexecutives Brian Church |
| 2023-04-04 |
delete person Jamie Labello |
| 2023-04-04 |
delete person Ross Thompson |
| 2023-04-04 |
delete person Savannah Stewart |
| 2023-04-04 |
insert person Brian Church |
| 2023-04-04 |
insert person Jennifer Rogers |
| 2023-04-04 |
insert person Matthew Moses |
| 2023-04-04 |
insert person Samantha Vance |
| 2023-04-04 |
insert person TJ Claud |
| 2023-04-04 |
update person_title Tom Mueth: Senior Portfolio Specialist => Director of Advisor Engagement |
| 2023-04-04 |
update person_title Will Sorrell: Investment Solutions Manager => Director of |
| 2023-01-30 |
insert person Graham Morris |
| 2022-07-23 |
insert person Daniel Milks |
| 2022-04-20 |
insert person Kelly Tripp |
| 2022-04-20 |
update person_description Will Hines => Will Hines |