| Date | Description |
|---|
| 2024-03-12 |
delete chairman Stuart S. Janney, III |
| 2024-03-12 |
delete coo Michael A. Marquez |
| 2024-03-12 |
delete cto Antonio H.V. Perrotta |
| 2024-03-12 |
delete otherexecutives Mark E. Doyle |
| 2024-03-12 |
insert chairman George D. Phipps |
| 2024-03-12 |
insert cto Max Gelfer |
| 2024-03-12 |
insert managingdirector Brian S. Schlusselberg |
| 2024-03-12 |
insert otherexecutives Brian S. Schlusselberg |
| 2024-03-12 |
delete person Antonio H.V. Perrotta |
| 2024-03-12 |
delete person Mark E. Doyle |
| 2024-03-12 |
delete person Michael S. Okun |
| 2024-03-12 |
delete person Ronald L. Ferrari |
| 2024-03-12 |
delete person Zach Maurus |
| 2024-03-12 |
insert person Ashley Ciaburri |
| 2024-03-12 |
insert person Brian S. Schlusselberg |
| 2024-03-12 |
insert person George D. Phipps |
| 2024-03-12 |
insert person Kevin P. Silva |
| 2024-03-12 |
insert person Laura K. Zeigler |
| 2024-03-12 |
insert person Max Gelfer |
| 2024-03-12 |
insert person Patrick Murphy |
| 2024-03-12 |
update person_title C. Oliver Iselin: Principal and Senior Wealth Advisor; Senior Wealth Advisor => Managing Director and Senior Wealth Advisor |
| 2024-03-12 |
update person_title James L. Kronenberg: Chief Fiduciary Counsel => Chief Fiduciary Counsel and Head of Wealth Planning |
| 2024-03-12 |
update person_title Jeff J. Glowacki: Managing Director and National Director of Wealth Advisory => National Director of Wealth Advisory |
| 2024-03-12 |
update person_title Kenneth C. Handy: Principal and Senior Wealth Advisor => Senior Wealth Advisor |
| 2024-03-12 |
update person_title Michael A. Marquez: Chief Operating Officer => Chief Client Officer and Chief Operating Officer |
| 2024-03-12 |
update person_title Stuart S. Janney, III: Chairman => Chairman Emeritus |
| 2023-09-21 |
insert person Jeff J. Glowacki |
| 2023-09-21 |
insert person Michael D. Selfridge |
| 2023-08-19 |
delete person David F. Hills |
| 2023-08-19 |
insert person Jeffrey Mills |
| 2023-07-16 |
insert managingdirector Yvette M. Garcia |
| 2023-07-16 |
insert otherexecutives Laura Y. Hur |
| 2023-07-16 |
delete person Brad A. Burstin |
| 2023-07-16 |
delete person C.J. Simonsen |
| 2023-07-16 |
delete person Murray C. Stoltz |
| 2023-07-16 |
insert person Laura Y. Hur |
| 2023-07-16 |
update person_title Yvette M. Garcia: General Counsel => General Counsel; Managing Director |
| 2023-03-24 |
insert managingdirector Scott M. Deke |
| 2023-03-24 |
update person_title Scott M. Deke: Regional Director => Regional Director; Managing Director |
| 2023-02-20 |
delete chro Joan C. Brunelle |
| 2023-02-20 |
delete otherexecutives Michael S. Okun |
| 2023-02-20 |
insert chro Rita C. Kane |
| 2023-02-20 |
delete person Joan C. Brunelle |
| 2023-02-20 |
insert person C.J. Simonsen |
| 2023-02-20 |
insert person Mark A. Tremblay |
| 2023-02-20 |
insert person Rita C. Kane |
| 2023-02-20 |
update person_title Benjamin C. Carlstead: Senior Vice President and Wealth Advisor; Wealth Advisor => Senior Vice President and Wealth Advisor |
| 2023-02-20 |
update person_title Kenneth C. Handy: Senior Wealth Advisor => Principal and Senior Wealth Advisor |
| 2023-02-20 |
update person_title Michael S. Okun: Regional Director => Managing Director and Senior Wealth Advisor |
| 2023-01-19 |
delete person W. David Bunce |
| 2023-01-19 |
update person_description Adam Gressa => Adam Gressa |
| 2023-01-19 |
update person_title Adam Gressa: Vice President and Associate Wealth Advisor => Senior Vice President and Wealth Advisor |
| 2022-11-17 |
delete person Giuseppe F. Scalamogna |
| 2022-10-16 |
delete person Jeff J. Glowacki |
| 2022-09-14 |
delete person Brian S. Schlusselberg |
| 2022-09-14 |
update person_title Brad A. Burstin: Managing Director and Director of Client Advisory for Southern California => Regional Director and Director of Client Advisory for Southern California; Managing Director, Regional Director, and Director of Client Advisory for Southern California |
| 2022-09-14 |
update person_title Patrick S. Boyle: Southeast Region Head and Senior Investment Strategist => Region Head and Senior Investment Strategist |
| 2022-09-14 |
update person_title Timothy S. McBride: New England Region Head => Managing Director and Region Head |
| 2022-08-13 |
delete person Joseph S. Tanious |
| 2022-08-13 |
insert person Brad A. Burstin |
| 2022-08-13 |
insert person Brian S. Schlusselberg |
| 2022-07-14 |
update person_title W. David Bunce: Managing Director and Executive Region Head => Executive Region Head |
| 2022-06-13 |
update person_title W. David Bunce: Executive Region Head => Managing Director and Executive Region Head |
| 2022-05-14 |
delete otherexecutives Taylor J. Heininger |
| 2022-05-14 |
delete person Taylor J. Heininger |
| 2022-03-13 |
delete cco Leslie A. Day |
| 2022-03-13 |
delete cfo John G. MacDonald |
| 2022-03-13 |
insert cfo Allison D. Heilborn |
| 2022-03-13 |
insert managingdirector Christopher W. Pintauro |
| 2022-03-13 |
insert otherexecutives Christopher W. Pintauro |
| 2022-03-13 |
delete person Hart Williams |
| 2022-03-13 |
delete person John G. MacDonald |
| 2022-03-13 |
insert person Adam Gressa |
| 2022-03-13 |
insert person Allison D. Heilborn |
| 2022-03-13 |
insert person Christian S. Thornburg |
| 2022-03-13 |
update person_description Benjamin C. Carlstead => Benjamin C. Carlstead |
| 2022-03-13 |
update person_description Christopher W. Pintauro => Christopher W. Pintauro |
| 2022-03-13 |
update person_description Elizabeth W. Delo => Elizabeth W. Delo |
| 2022-03-13 |
update person_description Joan C. Brunelle => Joan C. Brunelle |
| 2022-03-13 |
update person_title C. Oliver Iselin: Senior Vice President and Wealth Advisor; Wealth Advisor => Principal and Senior Wealth Advisor; Senior Wealth Advisor |
| 2022-03-13 |
update person_title Christopher W. Pintauro: Principal and Senior Wealth Advisor => Regional Director; Managing Director |
| 2022-03-13 |
update person_title Elizabeth W. Delo: Managing Director, Regional Director, and National Co - Director of Client Advisory; Regional Director and National Co - Director of Client Advisory => National Director of Client Advisory; Managing Director, National Director of Client Advisory, and Senior Client Advisor |
| 2022-03-13 |
update person_title Gerardo Nout: Managing Director, Florida Region Head, and Senior Investment Strategist; Region Head and Senior Investment Strategist => Managing Director, Florida Region Head, and Senior Investment Strategist; Florida Region Head and Senior Investment Strategist |
| 2022-03-13 |
update person_title Joseph S. Tanious: New York Director of Wealth Advisory and Senior Investment Strategist => Regional Director and Senior Investment Strategist |
| 2022-03-13 |
update person_title Leslie A. Day: Chief Communications Officer => Chief Communications and Client Digital Officer |
| 2021-05-22 |
update person_description Joseph R. Zakierski => Joseph R. Zakierski |
| 2021-05-22 |
update person_title Christopher W. Pintauro: Principal and Senior Wealth Advisor; Senior Wealth Advisor => Principal and Senior Wealth Advisor |
| 2021-01-27 |
delete otherexecutives Elizabeth W. Delo |
| 2021-01-27 |
delete otherexecutives Timothy S. McBride |
| 2021-01-27 |
insert otherexecutives Kathryn Grossman |
| 2021-01-27 |
insert otherexecutives Kenneth C. Riddell |
| 2021-01-27 |
insert otherexecutives Scott M. Deke |
| 2021-01-27 |
delete person Chip Kelleher |
| 2021-01-27 |
delete person Stephen M. Watson |
| 2021-01-27 |
insert person Hank R. Hagey |
| 2021-01-27 |
insert person Kathryn Grossman |
| 2021-01-27 |
insert person Kenneth C. Riddell |
| 2021-01-27 |
update person_description Elizabeth W. Delo => Elizabeth W. Delo |
| 2021-01-27 |
update person_title Christopher W. Pintauro: Senior Vice President and Wealth Advisor; Wealth Advisor => Principal and Senior Wealth Advisor; Senior Wealth Advisor |
| 2021-01-27 |
update person_title Elizabeth W. Delo: Regional Director; Managing Director, Regional Director, and Senior Client Advisor => Managing Director, Regional Director, and National Co - Director of Client Advisory; Regional Director and National Co - Director of Client Advisory |
| 2021-01-27 |
update person_title Gerardo Nout: Managing Director, Florida Region Head, and Senior Investment Strategist; Florida Region Head => Managing Director, Florida Region Head, and Senior Investment Strategist; Region Head and Senior Investment Strategist |
| 2021-01-27 |
update person_title Joseph R. Zakierski: Senior Vice President and Wealth Advisor; Wealth Advisor => Senior Vice President and Senior Wealth Advisor; Senior Wealth Advisor |
| 2021-01-27 |
update person_title Mark J. Warnken: Wealth Advisor => Senior Wealth Advisor |
| 2021-01-27 |
update person_title Scott M. Deke: Senior Wealth Advisor => Regional Director |
| 2021-01-27 |
update person_title Timothy S. McBride: Regional Director => New England Region Head |
| 2020-07-17 |
update person_title Joseph S. Tanious: Senior Investment Strategist => New York Director of Wealth Advisory and Senior Investment Strategist |
| 2020-06-17 |
insert person Joseph S. Tanious |
| 2020-05-18 |
insert person Deborah B. Lo Cascio |
| 2020-05-18 |
insert person Patrick S. Boyle |
| 2020-05-18 |
insert person W. Preston Stahl |
| 2020-04-17 |
delete otherexecutives Stephen J. Kutz |
| 2020-04-17 |
delete person Ilka Gregory |
| 2020-04-17 |
delete person Stephen J. Kutz |
| 2020-04-17 |
insert person Hart Williams |
| 2020-02-16 |
update person_description Gerardo Nout => Gerardo Nout |
| 2020-02-16 |
update person_title Giuseppe F. Scalamogna: Principal and Senior Wealth Advisor => Principal and Senior Wealth Advisor; Senior Wealth Advisor |
| 2020-02-16 |
update person_title Stephen M. Watson: National Director of Client Advisory and New England Region Head => New England Region Head and National Director of Client Advisory |
| 2020-01-15 |
delete chiefinvestmentofficer Rebecca Patterson |
| 2020-01-15 |
insert chiefinvestmentofficer Holly H. MacDonald |
| 2020-01-15 |
insert managingdirector Arturo G. Pedroso |
| 2020-01-15 |
insert managingdirector Benjamin Sloan |
| 2020-01-15 |
insert otherexecutives Arturo G. Pedroso |
| 2020-01-15 |
insert otherexecutives Benjamin Sloan |
| 2020-01-15 |
insert otherexecutives Taylor J. Heininger |
| 2020-01-15 |
delete person Rebecca Patterson |
| 2020-01-15 |
update person_description Arturo G. Pedroso => Arturo G. Pedroso |
| 2020-01-15 |
update person_description Benjamin Sloan => Benjamin Sloan |
| 2020-01-15 |
update person_description Gerardo Nout => Gerardo Nout |
| 2020-01-15 |
update person_description Holly H. MacDonald => Holly H. MacDonald |
| 2020-01-15 |
update person_title Arturo G. Pedroso: Principal and Senior Wealth Advisor; Senior Wealth Advisor => Regional Director; Managing Director |
| 2020-01-15 |
update person_title Benjamin Sloan: Principal and Senior Wealth Advisor; Senior Wealth Advisor => Regional Director; Managing Director |
| 2020-01-15 |
update person_title Gerardo Nout: Managing Director, Regional Director, and Senior Investment Strategist; Regional Director and Senior Investment Strategist => Florida Region Head; Managing Director and Florida Region Head |
| 2020-01-15 |
update person_title Holly H. MacDonald: Northeast Region Head => Chief Investment Officer |
| 2020-01-15 |
update person_title Stephen M. Watson: National Director of Client Relations => National Director of Client Advisory and New England Region Head |
| 2020-01-15 |
update person_title Taylor J. Heininger: Senior Wealth Advisor => Regional Director |
| 2020-01-15 |
update person_title W. David Bunce: Northeast Region Head => Executive Region Head |
| 2019-11-14 |
insert person Benjamin C. Carlstead |
| 2019-10-15 |
delete person Michael S. Corbett |
| 2019-07-15 |
insert person Giuseppe F. Scalamogna |
| 2019-07-15 |
insert person Holly H. MacDonald |
| 2019-07-15 |
insert person Ilka Gregory |
| 2019-07-15 |
insert person Joseph R. Zakierski |
| 2019-07-15 |
insert person Kenneth C. Handy |
| 2019-07-15 |
insert person Kira R. Rosoff |
| 2019-07-15 |
update person_description Benjamin Sloan => Benjamin Sloan |
| 2019-07-15 |
update person_description Chip Kelleher => Chip Kelleher |
| 2019-02-03 |
delete chieflegalofficer Steven L. Williamson |
| 2019-02-03 |
delete otherexecutives Gerardo Nout |
| 2019-02-03 |
delete person Steven L. Williamson |
| 2019-02-03 |
update person_title Gerardo Nout: Managing Director, Regional Director, and Senior Investment Strategist; Regional Director => Managing Director, Regional Director, and Senior Investment Strategist; Regional Director and Senior Investment Strategist |
| 2019-02-03 |
update person_title Scott M. Deke: Wealth Advisor => Senior Wealth Advisor |
| 2018-06-27 |
insert person Zach Maurus |
| 2018-06-27 |
update person_description George Wilcox => George Wilcox |
| 2018-04-25 |
insert person W. Gerardo Nout |
| 2018-03-28 |
insert person C. Oliver Iselin |
| 2018-02-02 |
delete person Holly MacDonald |
| 2017-05-17 |
update person_description Scott M. Deke => Scott M. Deke |
| 2017-05-17 |
update person_title Scott M. Deke: Vice President and Wealth Advisor; Wealth Advisor for Bessemer 's Dallas => Senior Vice President and Wealth Advisor |
| 2017-03-17 |
insert person Holly MacDonald |
| 2017-02-10 |
delete managingdirector Stephen Kutz |
| 2017-02-10 |
delete otherexecutives Christian S. Thornburg |
| 2017-02-10 |
delete otherexecutives Stephen Kutz |
| 2017-02-10 |
delete person Christian S. Thornburg |
| 2017-02-10 |
delete person Scott Lillis |
| 2017-02-10 |
delete person Stephen Kutz |
| 2017-02-10 |
insert person W. Preston Stahl |
| 2017-01-02 |
update person_description Benjamin Sloan => Benjamin Sloan |
| 2017-01-02 |
update person_description David F. Hills => David F. Hills |
| 2017-01-02 |
update person_description Ilka Gregory => Ilka Gregory |
| 2017-01-02 |
update person_description Joshua B. Rosenberg => Joshua B. Rosenberg |
| 2017-01-02 |
update person_description Michael A. Gragnani => Michael A. Gragnani |
| 2017-01-02 |
update person_description Murray C. Stoltz => Murray C. Stoltz |
| 2017-01-02 |
update person_description Patrick S. Boyle => Patrick S. Boyle |
| 2017-01-02 |
update person_description S. Alexander Haverstick => S. Alexander Haverstick |
| 2016-12-01 |
update person_description Marc D. Stern => Marc D. Stern |
| 2016-11-03 |
update person_description David D. Woodworth => David D. Woodworth |
| 2016-11-03 |
update person_description George W. Kern => George W. Kern |
| 2016-11-03 |
update person_description John D. Knox => John D. Knox |
| 2016-11-03 |
update person_description Kevin J. Rochford => Kevin J. Rochford |
| 2016-11-03 |
update person_description Michael S. Okun => Michael S. Okun |
| 2016-11-03 |
update person_description Scott Lillis => Scott Lillis |
| 2016-11-03 |
update person_description Stephen Kutz => Stephen Kutz |
| 2016-11-03 |
update person_description Stephen P. Emma => Stephen P. Emma |
| 2016-11-03 |
update person_description Timothy S. McBride => Timothy S. McBride |
| 2016-11-03 |
update person_title David F. Hills: Senior Vice President and Senior Wealth Advisor => Principal and Senior Wealth Advisor |
| 2016-09-04 |
update person_description W. David Bunce => W. David Bunce |
| 2016-08-07 |
update person_description George Wilcox => George Wilcox |
| 2016-08-07 |
update person_description Jeff J. Glowacki => Jeff J. Glowacki |
| 2016-08-07 |
update person_description Rebecca H. Patterson => Rebecca H. Patterson |
| 2016-07-10 |
update person_title Joshua B. Rosenberg: Principal and Member of the Client Acquisition and Advisory Group; Principal => Principal and Member of the Client Acquisition and Advisory Group; Principal and Senior Wealth Advisor |
| 2016-02-28 |
delete managingdirector Philip C. Kalafatis |
| 2016-02-28 |
delete otherexecutives Philip C. Kalafatis |
| 2016-02-28 |
delete person Philip C. Kalafatis |
| 2016-02-28 |
update person_description George Wilcox => George Wilcox |
| 2016-01-31 |
delete person Judith A. Gordon |
| 2016-01-31 |
update person_description Benjamin Sloan => Benjamin Sloan |
| 2016-01-31 |
update person_title Benjamin Sloan: Trustee of the T. Rodney Crowley Scholarship at the University of Virginia; Principal and Wealth Advisor => Trustee of the T. Rodney Crowley Scholarship at the University of Virginia; Principal and Senior Wealth Advisor |
| 2016-01-31 |
update person_title Stephen P. Emma: Principal and Senior Client Advisor => Managing Director, Regional Director, and Senior Client Advisor; Managing Director and Regional Director for Bessemer Trust 's Denver |
| 2016-01-03 |
delete managingdirector Alfonso Baigorri |
| 2016-01-03 |
delete managingdirector Eric S. Holt |
| 2016-01-03 |
delete otherexecutives Alfonso Baigorri |
| 2016-01-03 |
delete otherexecutives Eric S. Holt |
| 2016-01-03 |
delete vp Benjamin Sloan |
| 2016-01-03 |
insert vp Taylor Heininger |
| 2016-01-03 |
delete person Alfonso Baigorri |
| 2016-01-03 |
delete person Eric S. Holt |
| 2016-01-03 |
delete person Larry Parente |
| 2016-01-03 |
insert person Arturo G. Pedroso |
| 2016-01-03 |
insert person Scott Lillis |
| 2016-01-03 |
insert person Taylor Heininger |
| 2016-01-03 |
update person_description David F. Hills => David F. Hills |
| 2016-01-03 |
update person_description Ilka Gregory => Ilka Gregory |
| 2016-01-03 |
update person_description James (Jay) Goetschius => James (Jay) Goetschius |
| 2016-01-03 |
update person_description Michael A. Gragnani => Michael A. Gragnani |
| 2016-01-03 |
update person_description Patrick S. Boyle => Patrick S. Boyle |
| 2016-01-03 |
update person_description W. David Bunce => W. David Bunce |
| 2016-01-03 |
update person_title Benjamin Sloan: Vice President; Trustee of the T. Rodney Crowley Scholarship at the University of Virginia => Trustee of the T. Rodney Crowley Scholarship at the University of Virginia; Principal and Wealth Advisor |
| 2016-01-03 |
update person_title David F. Hills: Vice President and Wealth Advisor => Senior Vice President and Senior Wealth Advisor |
| 2016-01-03 |
update person_title James (Jay) Goetschius: Principal => Principal and Senior Wealth Advisor; Principal |
| 2016-01-03 |
update person_title Michael A. Gragnani: Principal and Member of the Client Acquisition and Advisory Group; Principal => Treasurer of All Saints' Episcopal Church; Principal and Senior Wealth Advisor; Principal |
| 2016-01-03 |
update person_title Michael A. Marquez: Managing Director and Florida Region Head => Managing Director and Southeast Region Head |
| 2016-01-03 |
update person_title Patrick S. Boyle: Managing Director, Regional Director and Investment Strategist; Regional Director of Bessemer Trust 's Washington => Managing Director and Regional Director of Bessemer Trust 's Washington D.C; Managing Director, Regional Director and Senior Investment Strategist |
| 2016-01-03 |
update person_title W. David Bunce: Managing Director, Southeast and Central Region Head => Managing Director and Central Region Head |
| 2015-02-22 |
delete vp Kevin P. Bourke |
| 2015-02-22 |
insert managingdirector Alfonso Baigorri |
| 2015-02-22 |
insert managingdirector James L. Chandler |
| 2015-02-22 |
insert managingdirector Stephen Kutz |
| 2015-02-22 |
insert otherexecutives Alfonso Baigorri |
| 2015-02-22 |
insert otherexecutives James L. Chandler |
| 2015-02-22 |
insert otherexecutives Stephen Kutz |
| 2015-02-22 |
insert svp Teresa Principe |
| 2015-02-22 |
delete person Philip J. Hayes |
| 2015-02-22 |
delete person Scott A. Sandstrom |
| 2015-02-22 |
insert person Alfonso Baigorri |
| 2015-02-22 |
insert person David F. Hills |
| 2015-02-22 |
insert person Ilka Gregory |
| 2015-02-22 |
insert person James L. Chandler |
| 2015-02-22 |
insert person Judith A. Gordon |
| 2015-02-22 |
insert person Stephen Kutz |
| 2015-02-22 |
insert person Teresa Principe |
| 2015-02-22 |
update person_description Benjamin H. Pruett => Benjamin H. Pruett |
| 2015-02-22 |
update person_description Dana G. Fitzsimons Jr. => Dana G. Fitzsimons Jr. |
| 2015-02-22 |
update person_description Jeff J. Glowacki => Jeff J. Glowacki |
| 2015-02-22 |
update person_description Kevin P. Bourke => Kevin P. Bourke |
| 2015-02-22 |
update person_description Laura Waters Zeigler => Laura Waters Zeigler |
| 2015-02-22 |
update person_description Peter Slater => Peter J. Slater |
| 2015-02-22 |
update person_description Rebecca H. Patterson => Rebecca H. Patterson |
| 2015-02-22 |
update person_title Dana G. Fitzsimons Jr.: Associate; Associate Fiduciary Counsel; Senior Vice President; Fellow of the American College of Trust => Fiduciary Counsel; Senior Vice President; Fellow of the American College of Trust |
| 2015-02-22 |
update person_title George W. Kern: Member of the Delaware Bar Association; Managing Director, Regional Director / Associate Fiduciary Counsel; Regional Director / Fiduciary Counsel => Member of the Delaware Bar Association; Managing Director, Regional Director / Senior Fiduciary Counsel |
| 2015-02-22 |
update person_title Kevin P. Bourke: Vice President => Senior Vice President and Wealth Advisor; Senior Vice President and Wealth Advisor in Bessemer Trust 's Houston |
| 2015-02-22 |
update person_title Murray C. Stoltz: Principal => Principal and Senior Wealth Advisor; Principal |
| 2015-02-22 |
update person_title Peter J. Slater: Associate Fiduciary Counsel; Companies As Senior Vice President and Associate => Associate Fiduciary Counsel; Member of the Legacy Planning Department |
| 2014-03-05 |
delete person Eric P. Gies |
| 2014-03-05 |
insert person Jeff J. Glowacki |
| 2014-03-05 |
insert person Patrick S. Boyle |
| 2014-03-05 |
update person_title Michael A. Marquez: Managing Director and Head of Florida => Managing Director and Florida Region Head |
| 2014-01-15 |
delete managingdirector Jeff J. Glowacki |
| 2014-01-15 |
delete otherexecutives Jeff J. Glowacki |
| 2014-01-15 |
delete person Jeff J. Glowacki |
| 2014-01-01 |
delete managingdirector Brandon Reid |
| 2014-01-01 |
delete managingdirector Charles D. Bryceland |
| 2014-01-01 |
delete otherexecutives Brandon Reid |
| 2014-01-01 |
insert managingdirector Kenneth C. Handy |
| 2014-01-01 |
insert managingdirector Philip C. Kalafatis |
| 2014-01-01 |
insert otherexecutives Kenneth C. Handy |
| 2014-01-01 |
insert otherexecutives Philip C. Kalafatis |
| 2014-01-01 |
delete person Brandon Reid |
| 2014-01-01 |
delete person Charles D. Bryceland |
| 2014-01-01 |
insert person Eric P. Gies |
| 2014-01-01 |
insert person Kenneth C. Handy |
| 2014-01-01 |
insert person Philip C. Kalafatis |
| 2013-11-18 |
delete person Alexa D. Willson |
| 2013-10-28 |
update person_title S. Alexander Haverstick: Principal => Principal and Senior Wealth Advisor |
| 2013-09-28 |
delete person Mark Lamensdorf |
| 2013-09-28 |
insert person Murray C. Stoltz |
| 2013-09-10 |
delete person Eric P. Gies |
| 2013-09-10 |
update person_description Larry Parente => Larry Parente |
| 2013-09-10 |
update person_description Timothy S. McBride => Timothy S. McBride |
| 2013-05-28 |
insert person Philip J. Hayes |
| 2013-05-19 |
insert vp Benjamin Sloan |
| 2013-05-19 |
insert person Benjamin Sloan |
| 2013-05-19 |
insert person Larry Parente |
| 2013-05-12 |
insert ceo Leonard J. Adler |
| 2013-05-12 |
insert otherexecutives Christian S. Thornburg |
| 2013-05-12 |
delete person Wendy M. Greenberg |
| 2013-05-12 |
insert person Christian S. Thornburg |
| 2013-05-12 |
insert person Scott M. Deke |
| 2013-05-12 |
update person_description Scott A. Sandstrom => Scott A. Sandstrom |
| 2013-05-12 |
update person_title Benjamin H. Pruett: Associate Fiduciary Counsel => Principal; Fiduciary Counsel |
| 2013-05-12 |
update person_title George W. Kern: Member of the Delaware Bar Association; Managing Director, Regional Director / Associate Fiduciary Counsel => Member of the Delaware Bar Association; Managing Director, Regional Director / Associate Fiduciary Counsel; Regional Director / Fiduciary Counsel |
| 2013-05-12 |
update person_title Laura Waters Zeigler: Associate Fiduciary Counsel; Principal => Principal; Fiduciary Counsel |
| 2013-05-12 |
update person_title Leonard J. Adler: Associate Fiduciary Counsel => Managing Director; Senior Fiduciary Counsel |
| 2013-05-12 |
update person_title Lynn Halpern Lederman: Associate Fiduciary Counsel; Member of the Legacy Planning Department => Fiduciary Counsel; Member of the Legacy Planning Department |
| 2013-05-12 |
update person_title Mark R. Parthemer: Fiduciary Counsel, Southeast Region => Senior Fiduciary Counsel, Southeast Region |
| 2013-05-12 |
update person_title Tiffany B. Carmona: Associate Fiduciary Counsel; Member of the Legacy Planning Department => Fiduciary Counsel; Member of the Legacy Planning Department |
| 2013-04-20 |
insert ceo John D. Knox |
| 2013-04-20 |
insert otherexecutives John D. Knox |
| 2013-04-20 |
insert person John D. Knox |
| 2013-04-20 |
update person_title Steve R. Akers: Member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute; Fiduciary Counsel, Southwest Region => Senior Fiduciary Counsel, Southwest Region; Member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute |
| 2013-04-05 |
insert ceo Brandon Reid |
| 2013-04-05 |
insert ceo Christopher F. Poch |
| 2013-04-05 |
insert ceo Jeff J. Glowacki |
| 2013-04-05 |
insert ceo Katherine F. McMaster |
| 2013-04-05 |
insert ceo Kevin J. Rochford |
| 2013-04-05 |
insert ceo Michael S. Okun |
| 2013-04-05 |
insert ceo Timothy S. McBride |
| 2013-04-05 |
insert otherexecutives Brandon Reid |
| 2013-04-05 |
insert otherexecutives Christopher F. Poch |
| 2013-04-05 |
insert otherexecutives David D. Woodworth |
| 2013-04-05 |
insert otherexecutives Eric S. Holt |
| 2013-04-05 |
insert otherexecutives Jeff J. Glowacki |
| 2013-04-05 |
insert otherexecutives Katherine F. McMaster |
| 2013-04-05 |
insert otherexecutives Kevin J. Rochford |
| 2013-04-05 |
insert otherexecutives Michael S. Okun |
| 2013-04-05 |
insert otherexecutives Timothy S. McBride |
| 2013-04-05 |
delete person Audie Apple |
| 2013-04-05 |
update person_title Brandon Reid |
| 2013-04-05 |
update person_title Christopher F. Poch |
| 2013-04-05 |
update person_title David D. Woodworth |
| 2013-04-05 |
update person_title Eric S. Holt |
| 2013-04-05 |
update person_title George W. Kern |
| 2013-04-05 |
update person_title Jeff J. Glowacki |
| 2013-04-05 |
update person_title Katherine F. McMaster |
| 2013-04-05 |
update person_title Kevin J. Rochford |
| 2013-04-05 |
update person_title Michael S. Okun |
| 2013-04-05 |
update person_title Timothy S. McBride |
| 2013-02-04 |
insert otherexecutives Kevin P. Bourke |
| 2013-02-04 |
insert person Kevin P. Bourke |
| 2013-01-28 |
insert ceo Charles D. Bryceland |
| 2013-01-28 |
insert otherexecutives Jaclyn G. Feffer |
| 2013-01-28 |
insert person Jaclyn G. Feffer |
| 2013-01-28 |
update person_title Charles D. Bryceland |
| 2013-01-28 |
update person_title George W. Kern |
| 2013-01-14 |
insert person Tiffany B. Carmona |
| 2013-01-07 |
insert person Wendy M. Greenberg |
| 2013-01-07 |
update person_description George Wilcox |
| 2013-01-07 |
update person_description Marc D. Stern |
| 2013-01-07 |
update person_title George Wilcox |
| 2013-01-07 |
update person_title Marc D. Stern |
| 2012-12-05 |
insert ceo David D. Woodworth |
| 2012-12-05 |
delete person Kennen D. Hagen |
| 2012-12-05 |
insert person David D. Woodworth |
| 2012-11-20 |
update person_description Michael A. Gragnani |
| 2012-11-11 |
delete person Gilbert W. Chapman, III |
| 2012-11-11 |
insert person Mark Lamensdorf |
| 2012-11-04 |
insert person Peter Slater |
| 2012-11-04 |
update person_description Dana G. Fitzsimons Jr. |
| 2012-10-24 |
update person_title George W. Kern |
| 2012-10-24 |
update person_title Marc D. Stern |
| 2012-10-24 |
delete person Alice C. Davenport |
| 2012-10-24 |
delete person Susan R. Schoenfeld |
| 2012-10-24 |
insert person Dana G. Fitzsimons |
| 2012-10-24 |
update person_description Eric P. Gies |