| Date | Description |
|---|
| 2024-04-16 |
delete address 477 Madison Avenue, 22nd Floor
New York, NY 10022 |
| 2024-04-16 |
delete person Aryanna Gharanfoli |
| 2024-04-16 |
insert address 521 Fifth Avenue, Floor 15,
New York, NY 10175 |
| 2024-04-16 |
insert contact_pages_linkeddomain goo.gl |
| 2024-04-16 |
update person_description Andrew Frattaroli => Andrew Frattaroli |
| 2024-03-15 |
delete person Cameryn Steiner |
| 2024-03-15 |
delete person Lauren Onsrud |
| 2024-03-15 |
update person_description Margaret Iamunno => Margaret Iamunno |
| 2024-03-15 |
update person_title Andrew Frattaroli: Wealth Management Associate; Client Service Associate => Client Relationship Manager; Client Service Associate |
| 2024-03-15 |
update person_title Jared Wolfe: Family Office Accountant => Wealth Management Specialist |
| 2024-03-15 |
update person_title Juliana Gadaleta: Associate Wealth Strategist => Wealth Strategist |
| 2024-03-15 |
update person_title Katarina Obermaier: Wealth Management Associate => Wealth Management Specialist; Wealth Management Associate |
| 2024-03-15 |
update person_title Kerry Bragg: Operations Specialist => Operations Supervisor |
| 2024-03-15 |
update person_title Margaret Iamunno: Chief Compliance Officer => Senior Vice President, Melville Office Lead |
| 2024-03-15 |
update person_title Melanie Conte: Executive Assistant => Senior Executive; Assistant |
| 2024-03-15 |
update person_title Michael Bueti: Portfolio Manager => Client Relationship Manager |
| 2024-03-15 |
update person_title Sneh Shah: Family Office Accountant => Senior Family Office Accountant |
| 2024-03-15 |
update person_title Taylor Stathis: Client Relationship Manager => Senior Client Relationship Manager |
| 2023-09-25 |
delete person Melissa D'Anna |
| 2023-09-25 |
delete person Ryan Connor |
| 2023-07-19 |
delete person Jacqueline Homan |
| 2023-07-19 |
update person_title Ryan McKinney: Administrative Assistant => HR Associate |
| 2023-05-05 |
delete person Priscilla Franzese |
| 2023-03-03 |
insert person Elizabeth Sforza |
| 2023-03-03 |
insert person Jared Wolfe |
| 2023-03-03 |
insert person John-David Kirby |
| 2023-03-03 |
insert person Natalie Sequeira |
| 2023-03-03 |
insert person Spencer Weiss |
| 2023-01-30 |
insert person Ryan McKinney |
| 2023-01-30 |
update person_title Alice Vecchione: Accounting Supervisor, Family Office Accounting => Family Office Accounting Manager |
| 2023-01-30 |
update person_title Alyson Woolbright: Wealth Management Associate => Wealth Management Specialist |
| 2023-01-30 |
update person_title Josh Goldsmith: Accounting Manager; Member of the American Institute of Certified Public Accountants => Accounting Manager; Member of the American Institute of Certified Public Accountants; Director of Family Office Accounting |
| 2023-01-30 |
update person_title Lauren Onsrud: Chief of Staff => Chief of Staff; Director of Human Resources and Administration |
| 2023-01-30 |
update person_title Olivia Cacciatore: Compliance Associate => Compliance Analyst; Compliance Associate |
| 2022-12-29 |
update person_title Alyson Woolbright: Client Service Associate => Wealth Management Associate |
| 2022-12-29 |
update person_title Andrew Frattaroli: Client Service Associate => Wealth Management Associate; Client Service Associate |
| 2022-12-29 |
update person_title Jacqueline Homan: Client Service Associate => Wealth Management Associate; Client Service Associate |
| 2022-12-29 |
update person_title Katarina Obermaier: Client Service Associate => Wealth Management Associate |
| 2022-11-27 |
delete person Amanda Nuesi |
| 2022-10-26 |
insert managingdirector Christopher Castellano |
| 2022-10-26 |
insert managingdirector Frank J. Lavrigata |
| 2022-10-26 |
delete person Andrea Luengo |
| 2022-10-26 |
delete person Mary Zembis |
| 2022-10-26 |
delete person Thomas Gillette |
| 2022-10-26 |
insert person Cameryn Steiner |
| 2022-10-26 |
insert person Josh Goldsmith |
| 2022-10-26 |
insert person Katarina Obermaier |
| 2022-10-26 |
update person_title Christopher Castellano: CFP; Director of the Wealth Strategies Team; Director of Wealth Strategies => CFP; Managing Director; Director of the Wealth Strategies Team |
| 2022-10-26 |
update person_title Frank J. Lavrigata: Director of Portfolio Management => Managing Director |
| 2022-06-22 |
delete person Jake Steinberger |
| 2022-06-22 |
update person_title Melissa D'Anna: Client Service Specialist => Operations Specialist |
| 2022-05-22 |
delete person Andrea V. Farruggio |
| 2022-05-22 |
delete person Ashley Magnifico |
| 2022-05-22 |
insert person Alice Vecchione |
| 2022-05-22 |
update person_title Michael Bueti: Portfolio Analyst => Portfolio Manager |
| 2022-04-20 |
insert person Andrea Luengo |
| 2022-04-20 |
update person_title Ryan Connor: Research Analyst; GMAG As a Research Analyst => GMAG As a Research Analyst; Manager of Investment Research |