| Date | Description |
|---|
| 2023-07-15 |
update person_title Scott Desmond: Associate Portfolio Manager => Manager of Operations |
| 2023-03-24 |
insert person Brenna LaPierre |
| 2022-11-17 |
delete associated_investor Century Capital Management |
| 2022-11-17 |
delete person Elizabeth Gardner |
| 2022-11-17 |
update person_title Donnalee Guerin: Chief Operating Officer, Sr. Client Advisor, Partner => Chief Operating Officer, Chief Compliance Officer, Sr. Client Advisor, Partner |
| 2022-09-15 |
delete person Laura Reidy |
| 2022-09-15 |
insert person Casey Phelan |
| 2022-09-15 |
insert person Heather Richardson |
| 2022-09-15 |
update person_description F. Peter Fisher => F. Peter Fisher |
| 2022-09-15 |
update person_title F. Peter Fisher: Partner; Portfolio Manager => Head of Private Investments, Partner |