| Date | Description |
|---|
| 2025-03-24 |
insert office_emails br..@rwawealth.com |
| 2025-03-24 |
delete person Emily Gansler |
| 2025-03-24 |
delete person Marge Neis |
| 2025-03-24 |
delete person Socrates Joseph |
| 2025-03-24 |
delete service_pages_linkeddomain adviserinvestments.com |
| 2025-03-24 |
insert email ar..@rwawealth.com |
| 2025-03-24 |
insert email aw..@rwawealth.com |
| 2025-03-24 |
insert email bd..@rwawealth.com |
| 2025-03-24 |
insert email br..@rwawealth.com |
| 2025-03-24 |
insert email bt..@rwawealth.com |
| 2025-03-24 |
insert email cn..@rwawealth.com |
| 2025-03-24 |
insert email ct..@rwawealth.com |
| 2025-03-24 |
insert email da..@rwawealth.com |
| 2025-03-24 |
insert email el..@rwawealth.com |
| 2025-03-24 |
insert email eo..@rwawealth.com |
| 2025-03-24 |
insert email ew..@rwawealth.com |
| 2025-03-24 |
insert email fs..@rwawealth.com |
| 2025-03-24 |
insert email gl..@rwawealth.com |
| 2025-03-24 |
insert email hp..@rwawealth.com |
| 2025-03-24 |
insert email hw..@rwawealth.com |
| 2025-03-24 |
insert email ib..@rwawealth.com |
| 2025-03-24 |
insert email il..@rwawealth.com |
| 2025-03-24 |
insert email jd..@rwawealth.com |
| 2025-03-24 |
insert email jd..@rwawealth.com |
| 2025-03-24 |
insert email jh..@rwawealth.com |
| 2025-03-24 |
insert email jl..@rwawealth.com |
| 2025-03-24 |
insert email jl..@rwawealth.com |
| 2025-03-24 |
insert email jm..@rwawealth.com |
| 2025-03-24 |
insert email jp..@rwawealth.com |
| 2025-03-24 |
insert email jr..@rwawealth.com |
| 2025-03-24 |
insert email js..@rwawealth.com |
| 2025-03-24 |
insert email kf..@rwawealth.com |
| 2025-03-24 |
insert email kl..@rwawealth.com |
| 2025-03-24 |
insert email ld..@rwawealth.com |
| 2025-03-24 |
insert email lf..@rwawealth.com |
| 2025-03-24 |
insert email ls..@rwawealth.com |
| 2025-03-24 |
insert email md..@rwawealth.com |
| 2025-03-24 |
insert email mh..@rwawealth.com |
| 2025-03-24 |
insert email mk..@rwawealth.com |
| 2025-03-24 |
insert email mm..@rwawealth.com |
| 2025-03-24 |
insert email mr..@rwawealth.com |
| 2025-03-24 |
insert email ms..@rwawealth.com |
| 2025-03-24 |
insert email nl..@rwawealth.com |
| 2025-03-24 |
insert email rh..@rwawealth.com |
| 2025-03-24 |
insert email sb..@rwawealth.com |
| 2025-03-24 |
insert email sc..@rwawealth.com |
| 2025-03-24 |
insert email sf..@rwawealth.com |
| 2025-03-24 |
insert email sg..@rwawealth.com |
| 2025-03-24 |
insert email sk..@rwawealth.com |
| 2025-03-24 |
insert email sp..@rwawealth.com |
| 2025-03-24 |
insert email st..@rwawealth.com |
| 2025-03-24 |
insert email st..@rwawealth.com |
| 2025-03-24 |
insert email tt..@rwawealth.com |
| 2025-03-24 |
insert email vk..@rwawealth.com |
| 2025-03-24 |
insert email vs..@rwawealth.com |
| 2025-03-24 |
insert email wg..@rwawealth.com |
| 2025-03-24 |
insert phone (415) 263-5606 |
| 2025-03-24 |
insert phone (617) 321-2126 |
| 2025-03-24 |
insert phone (617) 321-2144 |
| 2025-03-24 |
insert phone (617) 321-2310 |
| 2025-03-24 |
insert phone (617) 559-3482 |
| 2025-03-24 |
insert phone (85) 255-2149 |
| 2025-03-24 |
insert phone (857) 255-2105 |
| 2025-03-24 |
insert phone (857) 255-2106 |
| 2025-03-24 |
insert phone (857) 255-2107 |
| 2025-03-24 |
insert phone (857) 255-2108 |
| 2025-03-24 |
insert phone (857) 255-2109 |
| 2025-03-24 |
insert phone (857) 255-2110 |
| 2025-03-24 |
insert phone (857) 255-2111 |
| 2025-03-24 |
insert phone (857) 255-2112 |
| 2025-03-24 |
insert phone (857) 255-2113 |
| 2025-03-24 |
insert phone (857) 255-2114 |
| 2025-03-24 |
insert phone (857) 255-2115 |
| 2025-03-24 |
insert phone (857) 255-2116 |
| 2025-03-24 |
insert phone (857) 255-2128 |
| 2025-03-24 |
insert phone (857) 255-2129 |
| 2025-03-24 |
insert phone (857) 255-2130 |
| 2025-03-24 |
insert phone (857) 255-2131 |
| 2025-03-24 |
insert phone (857) 255-2132 |
| 2025-03-24 |
insert phone (857) 255-2133 |
| 2025-03-24 |
insert phone (857) 255-2134 |
| 2025-03-24 |
insert phone (857) 255-2135 |
| 2025-03-24 |
insert phone (857) 255-2136 |
| 2025-03-24 |
insert phone (857) 255-2137 |
| 2025-03-24 |
insert phone (857) 255-2138 |
| 2025-03-24 |
insert phone (857) 255-2139 |
| 2025-03-24 |
insert phone (857) 255-2140 |
| 2025-03-24 |
insert phone (857) 255-2141 |
| 2025-03-24 |
insert phone (857) 255-2144 |
| 2025-03-24 |
insert phone (857) 255-2145 |
| 2025-03-24 |
insert phone (857) 255-2146 |
| 2025-03-24 |
insert phone (857) 255-2147 |
| 2025-03-24 |
insert phone (857) 255-2148 |
| 2025-03-24 |
insert phone (857) 255-2150 |
| 2025-03-24 |
insert phone (857) 255-2151 |
| 2025-03-24 |
insert phone (857) 255-2152 |
| 2025-03-24 |
insert phone (857) 255-2153 |
| 2025-03-24 |
insert phone (857) 255-2154 |
| 2025-03-24 |
insert phone (857) 255-2156 |
| 2025-03-24 |
insert phone (857) 255-2157 |
| 2025-03-24 |
insert phone (857) 255-2158 |
| 2025-03-24 |
insert phone (857) 255-2161 |
| 2025-03-24 |
insert phone (857) 255-2162 |
| 2025-03-24 |
insert phone (857) 255-2163 |
| 2025-03-24 |
insert phone (857) 255-2165 |
| 2025-03-24 |
insert phone (857) 255-2166 |
| 2025-03-24 |
insert phone (857) 255-2167 |
| 2025-03-24 |
update person_description Geoffrey Turner => Geoffrey Turner |
| 2025-03-24 |
update person_description Michael Russo => Michael Russo |
| 2025-03-24 |
update person_description Ryan Drews => Ryan Drews |
| 2025-03-24 |
update person_description Vanessa Carter-Witt => Vanessa Carter-Witt |
| 2025-03-24 |
update person_title Cody Carlson: WEALTH ADVISOR; Member of the Wealth Management Team; Wealth Advisor at RWA Wealth Partners => Wealth Advisor; Wealth Advisor at RWA Wealth Partners |
| 2025-03-24 |
update person_title Vanessa Carter-Witt: SENIOR RELATIONSHIP MANAGER; Wealth Advisor => Senior Relationship Manager at RWA Wealth Partners; Senior Relationship Manager |
| 2025-02-20 |
insert otherexecutives Jeremy Lehrer |
| 2025-02-20 |
delete about_pages_linkeddomain onetrust.com |
| 2025-02-20 |
delete about_pages_linkeddomain wpengine.com |
| 2025-02-20 |
delete contact_pages_linkeddomain onetrust.com |
| 2025-02-20 |
delete contact_pages_linkeddomain wpengine.com |
| 2025-02-20 |
delete email rw..@fullyvested.com |
| 2025-02-20 |
delete index_pages_linkeddomain onetrust.com |
| 2025-02-20 |
delete index_pages_linkeddomain wpengine.com |
| 2025-02-20 |
delete management_pages_linkeddomain onetrust.com |
| 2025-02-20 |
delete service_pages_linkeddomain onetrust.com |
| 2025-02-20 |
delete service_pages_linkeddomain wpengine.com |
| 2025-02-20 |
delete terms_pages_linkeddomain onetrust.com |
| 2025-02-20 |
insert email vp..@rwawealth.com |
| 2025-02-20 |
insert person Jeremy Lehrer |
| 2025-02-20 |
insert phone 857.255.2100 |
| 2025-02-20 |
insert service_pages_linkeddomain adviserinvestments.com |
| 2025-01-18 |
insert about_pages_linkeddomain google.com |
| 2025-01-18 |
insert about_pages_linkeddomain wpengine.com |
| 2025-01-18 |
insert about_pages_linkeddomain wpenginepowered.com |
| 2025-01-18 |
insert contact_pages_linkeddomain avanan.click |
| 2025-01-18 |
insert contact_pages_linkeddomain google.com |
| 2025-01-18 |
insert contact_pages_linkeddomain wpengine.com |
| 2025-01-18 |
insert index_pages_linkeddomain wpenginepowered.com |
| 2025-01-18 |
update person_description Alden Witman => Alden Witman |
| 2025-01-18 |
update person_description Andrew Kling => Andrew Kling |
| 2025-01-18 |
update person_description Bradley Sharp => Bradley Sharp |
| 2025-01-18 |
update person_description Brennan Foust => Brennan Foust |
| 2025-01-18 |
update person_description Christopher Hagan => Christopher Hagan |
| 2025-01-18 |
update person_description Cody Carlson => Cody Carlson |
| 2025-01-18 |
update person_description Colbey Gilford => Colbey Gilford |
| 2025-01-18 |
update person_description Connor Ronan => Connor Ronan |
| 2025-01-18 |
update person_description David Mastroianni => David Mastroianni |
| 2025-01-18 |
update person_description Diana Linn => Diana Linn |
| 2025-01-18 |
update person_description Dina Milne => Dina Milne |
| 2025-01-18 |
update person_description Elizabeth Kesselman => Elizabeth Kesselman |
| 2025-01-18 |
update person_description Fran Lee => Fran Lee |
| 2025-01-18 |
update person_description Geoffrey Turner => Geoffrey Turner |
| 2025-01-18 |
update person_description Holly Dumlupinar => Holly Dumlupinar |
| 2025-01-18 |
update person_description James Altschuler => James Altschuler |
| 2025-01-18 |
update person_description James Verity => James Verity |
| 2025-01-18 |
update person_description Jeff Menning => Jeff Menning |
| 2025-01-18 |
update person_description John Kennedy => John Kennedy |
| 2025-01-18 |
update person_description John Puetz => John Puetz |
| 2025-01-18 |
update person_description Joshua Jones => Joshua Jones |
| 2025-01-18 |
update person_description Kari Wolfson => Kari Wolfson |
| 2025-01-18 |
update person_description Kristen Manjikian => Kristen Manjikian |
| 2025-01-18 |
update person_description Matthew Shumaker => Matthew Shumaker |
| 2025-01-18 |
update person_description Matthew Wyllie => Matthew Wyllie |
| 2025-01-18 |
update person_description Michael Russo => Michael Russo |
| 2025-01-18 |
update person_description Rick Winters => Rick Winters |
| 2025-01-18 |
update person_description Robert Lepson => Robert Lepson |
| 2025-01-18 |
update person_description Russell Albright => Russell Albright |
| 2025-01-18 |
update person_description Ryan Christensen => Ryan Christensen |
| 2025-01-18 |
update person_description Ryan Collette => Ryan Collette |
| 2025-01-18 |
update person_description Stephen Johnson => Stephen Johnson |
| 2025-01-18 |
update person_description Todd Peters => Todd Peters |
| 2025-01-18 |
update person_title Cody Carlson: WEALTH ADVISOR; Member of the Wealth Management Team => WEALTH ADVISOR; Member of the Wealth Management Team; Wealth Advisor at RWA Wealth Partners |
| 2025-01-18 |
update person_title Diana Linn: Partner, Wealth Advisor; Wealth Advisor at RWA Wealth Partners => Partner, Wealth Advisor; Partner |
| 2025-01-18 |
update person_title Dina Milne: Partner, Senior Wealth Advisor; Wealth Advisor => Partner, Senior Wealth Advisor; Partner |
| 2025-01-18 |
update person_title Holly Dumlupinar: Relationship Manager => Relationship Manager at RWA Wealth Partners; Relationship Manager |
| 2025-01-18 |
update person_title Kristen Manjikian: Relationship Manager => Relationship Manager at RWA Wealth Partners; Relationship Manager |
| 2024-12-18 |
delete otherexecutives Alex LaPointe |
| 2024-12-18 |
delete about_pages_linkeddomain google.com |
| 2024-12-18 |
delete about_pages_linkeddomain wpengine.com |
| 2024-12-18 |
delete person Alex LaPointe |
| 2024-12-18 |
update person_title Michelle Knight: Boston College Trustee and Investment Committee Member; Chief Executive Officer => Boston College Trustee and Investment Committee Member; Chief Executive Officer; Chief Executive Officer & Chief Economist |
| 2024-11-16 |
delete person Victor Mbugua |
| 2024-11-16 |
insert about_pages_linkeddomain google.com |
| 2024-11-16 |
insert about_pages_linkeddomain wpengine.com |
| 2024-11-16 |
update person_description Zachary Ganz => Zachary Ganz |
| 2024-11-16 |
update person_title Zachary Ganz: Research Analyst => Research Analyst; Research Analyst for RWA Wealth Partners |
| 2024-10-16 |
delete otherexecutives Chris Brady |
| 2024-10-16 |
delete otherexecutives Paul Mankarious |
| 2024-10-16 |
insert chro Rick Winter |
| 2024-10-16 |
delete person Paul Mankarious |
| 2024-10-16 |
insert person Rick Winter |
| 2024-10-16 |
update person_description Brennan Foust => Brennan Foust |
| 2024-10-16 |
update person_description Kristin Fazio => Kristin Fazio |
| 2024-10-16 |
update person_title Brennan Foust: Relationship Manager => Wealth Advisor; Wealth Advisor at RWA Wealth Partners |
| 2024-10-16 |
update person_title Chris Brady: Regional Vice President => Custodial Referral Channel Manager |
| 2024-09-14 |
insert cfo Don MacKenzie |
| 2024-09-14 |
delete about_pages_linkeddomain google.com |
| 2024-09-14 |
delete about_pages_linkeddomain wpengine.com |
| 2024-09-14 |
delete contact_pages_linkeddomain google.com |
| 2024-09-14 |
delete contact_pages_linkeddomain wpengine.com |
| 2024-09-14 |
insert person Don MacKenzie |
| 2024-08-13 |
update person_description David Mastroianni => David Mastroianni |
| 2024-08-13 |
update person_description Diana Linn => Diana Linn |
| 2024-08-13 |
update person_description Dina Milne => Dina Milne |
| 2024-08-13 |
update person_description Joshua Jones => Joshua Jones |
| 2024-08-13 |
update person_description Rick Winters => Rick Winters |
| 2024-08-13 |
update person_description Ryan Collette => Ryan Collette |
| 2024-08-13 |
update person_description Stephen I. Lee => Stephen I. Lee |
| 2024-08-13 |
update person_description Vanessa Carter-Witt => Vanessa Carter-Witt |
| 2024-08-13 |
update person_title Dina Milne: Partner, Senior Wealth Advisor => Partner, Senior Wealth Advisor; Wealth Advisor |
| 2024-07-12 |
delete person John MacDonald |
| 2024-07-12 |
insert address 13721 S.W. Bay Shore Drive
Traverse City, MI 49684 |
| 2024-07-12 |
insert address 150 N. Wacker Drive, Suite 1250
Chicago, IL 60606 |
| 2024-07-12 |
update person_title John Kennedy: Wealth Advisor => Partner, Wealth Advisor |
| 2024-07-12 |
update person_title Ryan Drews: Regional Vice President / Wealth Advisor => WEALTH ADVISOR |
| 2024-07-12 |
update person_title Zachary Ganz: Trader => Research Analyst |
| 2024-03-12 |
delete cfo Steve Gaven |
| 2024-03-12 |
delete chairman Daniel P Wiener |
| 2024-03-12 |
delete chiefinvestmentofficer Tim Clift |
| 2024-03-12 |
insert cto Carlos Sotero |
| 2024-03-12 |
delete person AbbeyRose Hillson |
| 2024-03-12 |
delete person Adam Strauss |
| 2024-03-12 |
delete person Daniel P Wiener |
| 2024-03-12 |
delete person David VerMeulen |
| 2024-03-12 |
delete person Jeff Low |
| 2024-03-12 |
delete person Kathryn Banis |
| 2024-03-12 |
delete person Ryan Bulak |
| 2024-03-12 |
delete person Steve Gaven |
| 2024-03-12 |
delete person Tim Clift |
| 2024-03-12 |
insert career_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert contact_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert index_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert management_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert person Carlos Sotero |
| 2024-03-12 |
insert person John MacDonald |
| 2024-03-12 |
insert person Rawson Hubbell |
| 2024-03-12 |
insert service_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
insert terms_pages_linkeddomain rwawealth.com |
| 2024-03-12 |
update person_title Fran Lee: Senior Relationship Manager => Wealth Advisor |
| 2024-03-12 |
update person_title Karrie Pettiglio: Client Service => Work Leader |
| 2024-03-12 |
update person_title Megan Higgins: Client Service => Director of Client Service |
| 2024-03-12 |
update person_title Michael Dillaire: Financial Planner / Tax Services => Financial Planner |
| 2024-03-12 |
update person_title Nicolette Shaw: Tax & Family Office Coordinator; Member of the Tax Services Team => Member of the Tax Services Team; Tax & Family Office Coordinator / Corporate Development |
| 2023-09-20 |
insert person John Puetz |
| 2023-09-20 |
update person_title Alex LaPointe: Director, Wealth Management => Regional Vice President, Wealth Management |
| 2023-09-20 |
update person_title Brad Sharp: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-20 |
update person_title Christopher Hagan: Partner, Wealth Advisor; Wealth Advisor => Wealth Advisor; Partner, Senior Wealth Advisor |
| 2023-09-20 |
update person_title Elizabeth Kesselman: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-20 |
update person_title Joshua Jones: Partner, Wealth Advisor; Wealth Advisor => Wealth Advisor; Partner, Senior Wealth Advisor |
| 2023-09-20 |
update person_title Rick Winters: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-20 |
update person_title Robert Lepson: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-09-20 |
update person_title Todd Peters: Partner, Wealth Advisor => Partner, Senior Wealth Advisor |
| 2023-08-18 |
delete chro Jill O'Connell |
| 2023-08-18 |
delete otherexecutives Alec Rosen |
| 2023-08-18 |
insert otherexecutives Jill O'Connell |
| 2023-08-18 |
delete person Alec Rosen |
| 2023-08-18 |
delete person Claudine Schrock |
| 2023-08-18 |
delete person Greg Reyes |
| 2023-08-18 |
delete person Lynn Cobb |
| 2023-08-18 |
delete person Patrick Garvey |
| 2023-08-18 |
insert career_pages_linkeddomain adp.com |
| 2023-08-18 |
insert person Christopher Madden |
| 2023-08-18 |
insert person Gabe Reale |
| 2023-08-18 |
insert person Jeff Low |
| 2023-08-18 |
insert person Josh Jurbala |
| 2023-08-18 |
insert person Matthew Erickson |
| 2023-08-18 |
insert person Zachary Ganz |
| 2023-08-18 |
update person_title Alex LaPointe: Wealth Advisor => Director, Wealth Management |
| 2023-08-18 |
update person_title Andrew Busa: Member of the Financial Planning Team; Manager of Financial Planning => Director of Financial Planning |
| 2023-08-18 |
update person_title Chris Thom: Head of Wealth Services; Senior Wealth Management Executive; Member of the Executive Leadership Team => Senior Wealth Management Executive; Member of the Executive Leadership Team; Managing Director, Business Development |
| 2023-08-18 |
update person_title Cory Latour: Member of the Tax Services Team; Corporate Development Associate => Business Analyst; Member of the Client Service Team |
| 2023-08-18 |
update person_title Jill O'Connell: Chief Human Resources Officer; Member of the Executive Leadership Team => Chief Administrative Officer; Member of the Executive Leadership Team |
| 2023-08-18 |
update person_title Kathryn Banis: Wealth Advisor; Senior Relationship Manager => Wealth Advisor; Partner, Senior Relationship Manager |
| 2023-08-18 |
update person_title Matthew Wyllie: Partner, Wealth Advisor => Partner, Wealth Advisor / Investment Management |
| 2023-08-18 |
update person_title Michael Dillaire: Member of the Financial Planning Team; Financial Planner => Financial Planner / Tax Services |
| 2023-08-18 |
update person_title Nicolette Shaw: Member of the Tax Services Team; Tax & Family Office Coordinator / Corporate Development => Tax & Family Office Coordinator; Member of the Tax Services Team |
| 2023-08-18 |
update person_title Steve Reder: Head of Wealth Management; Member of the Executive Leadership Team => Managing Director, Wealth Management; Member of the Executive Leadership Team |
| 2023-08-18 |
update person_title Wander Cedano: Member of the Financial Planning Team; Financial Planner => Project Manager |
| 2023-04-25 |
delete person Patrick Carlson |
| 2023-04-25 |
delete person Todd Stockwell |
| 2023-04-25 |
insert person AbbeyRose Hillson |
| 2023-04-25 |
insert person Cody Carlson |
| 2023-04-25 |
insert person Matthew Dakoyannis |
| 2023-04-25 |
insert person Patrick Garvey |
| 2023-04-25 |
update person_description Cory Latour => Cory Latour |
| 2023-04-25 |
update person_description Nikhil Kyathappala => Nikhil Kyathappala |
| 2023-04-25 |
update person_title Adam Strauss: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Alden Witman: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Alex LaPointe: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Andrew Kling: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Brad Sharp: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Brennan Foust: Client Service; Account Manager => Relationship Manager; Wealth Advisor |
| 2023-04-25 |
update person_title Chase Rosa: Client Service => Client Service; Client Service Associate |
| 2023-04-25 |
update person_title Christopher Hagan: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-25 |
update person_title Claudine Schrock: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Connor Ronan: Client Service; Senior Relationship Manager => Relationship Manager |
| 2023-04-25 |
update person_title David Mastroianni: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title David VerMeulen: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Diana Linn: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Dina Milne: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Elizabeth Kesselman: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Geoffrey Turner: Client Service => Wealth Advisor |
| 2023-04-25 |
update person_title James Altschuler: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title James Verity: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title John Kennedy: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Joshua Jones: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-25 |
update person_title Kari Wolfson: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Kristen Manjikian: Client Service => Relationship Manager |
| 2023-04-25 |
update person_title Matthew Shumaker: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Matthew Wyllie: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Michael Russo: Wealth Adviser => Wealth Advisor |
| 2023-04-25 |
update person_title Nicolette Shaw: Member of the Tax Services Team; Client Service & Family Office Associate / Corporate Development => Member of the Tax Services Team; Tax & Family Office Coordinator / Corporate Development |
| 2023-04-25 |
update person_title Nikhil Kyathappala: Member of the Tax Services Team; Corporate Development Associate => Manager, Corporate Development; Member of the Tax Services Team |
| 2023-04-25 |
update person_title Rick Winters: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Robert Lepson: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Ryan Christensen: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-25 |
update person_title Ryan O'Shaughnessy: Client Service => Relationship Manager |
| 2023-04-25 |
update person_title Stephen Johnson: Partner, Wealth Adviser => Partner, Wealth Advisor; Wealth Advisor |
| 2023-04-25 |
update person_title Todd Peters: Partner, Wealth Adviser => Partner, Wealth Advisor |
| 2023-04-25 |
update person_title Vanessa Carter-Witt: Member of the Financial Planning Team; Senior Financial Planner => Wealth Advisor |
| 2023-03-24 |
delete vp Charlie Toole |
| 2023-03-24 |
insert otherexecutives Alec Rosen |
| 2023-03-24 |
delete person Adrian Baldeon |
| 2023-03-24 |
delete person Whit Shofner |
| 2023-03-24 |
insert person Alec Rosen |
| 2023-03-24 |
insert person Chris Thom |
| 2023-03-24 |
insert person Cory Latour |
| 2023-03-24 |
insert person Julia Baratta |
| 2023-03-24 |
update person_title Charlie Toole: Vice President; Portfolio Manager => Portfolio Manager; Director of Portfolio Management |
| 2023-03-24 |
update person_title Nicolette Shaw: Member of the Tax Services Team; Client Service & Family Office Associate => Member of the Tax Services Team; Client Service & Family Office Associate / Corporate Development |
| 2023-02-20 |
insert person Chase Rosa |
| 2023-02-20 |
insert person JJ Leahy |
| 2023-02-20 |
insert person Kelly Counsell |
| 2023-01-20 |
insert cfo Steve Gaven |
| 2023-01-20 |
insert person Steve Gaven |
| 2023-01-20 |
insert person Steve Reder |
| 2022-12-19 |
delete person Maryse Magbagbeola |
| 2022-11-17 |
delete coo Julianne Catlin |
| 2022-11-17 |
delete otherexecutives Alec Rosen |
| 2022-11-17 |
delete svp Todd Peters |
| 2022-11-17 |
delete vp Stephen Johnson |
| 2022-11-17 |
insert chiefinvestmentofficer Tim Clift |
| 2022-11-17 |
insert chro Jill O'Connell |
| 2022-11-17 |
delete person Alec Rosen |
| 2022-11-17 |
delete person Chris Keith |
| 2022-11-17 |
delete person Christina Kidd |
| 2022-11-17 |
delete person Cory Latour |
| 2022-11-17 |
delete person Jacqueline Murphy |
| 2022-11-17 |
delete person Julianne Catlin |
| 2022-11-17 |
delete person Laura Sweeney |
| 2022-11-17 |
delete person Nikhil Kyathappala |
| 2022-11-17 |
delete person Sophie Benander |
| 2022-11-17 |
insert person James Altschuler |
| 2022-11-17 |
insert person Jill O'Connell |
| 2022-11-17 |
insert person Lynn Cobb |
| 2022-11-17 |
insert person Tim Clift |
| 2022-11-17 |
insert person Wander Cedano |
| 2022-11-17 |
update person_title Adam Strauss: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Alden Witman: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Alex LaPointe: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Andrew Kling: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Brad Sharp: Vice President, Wealth Manager => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Brennan Foust: Account Manager => Client Service; Account Manager |
| 2022-11-17 |
update person_title Christopher Hagan: Vice President, Portfolio Executive; Member of the Relationship Management Team => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Claudine Schrock: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Connor Ronan: Senior Relationship Manager => Client Service; Senior Relationship Manager |
| 2022-11-17 |
update person_title David Mastroianni: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title David VerMeulen: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Diana Linn: Account Executive, Financial Planner => Wealth Adviser |
| 2022-11-17 |
update person_title Dina Milne: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Elizabeth Kesselman: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Geoffrey Turner: Account Manager / Financial Planning => Client Service |
| 2022-11-17 |
update person_title Greg Reyes: Client Service Associate => Client Service |
| 2022-11-17 |
update person_title James Verity: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title John Kennedy: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Joshua Jones: Vice President, Portfolio Executive; Member of the Relationship Management Team => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Kari Wolfson: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Karrie Pettiglio: Assistant Manager of Client Service => Client Service |
| 2022-11-17 |
update person_title Kia Jeffery: Client Service Associate => Client Service |
| 2022-11-17 |
update person_title Kristen Manjikian: Client Service Manager => Client Service |
| 2022-11-17 |
update person_title Maryse Magbagbeola: Client Service Manager => Client Service |
| 2022-11-17 |
update person_title Matthew Shumaker: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Matthew Wyllie: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Megan Higgins: Member of the Leadership Team; Director of Client Service => Client Service |
| 2022-11-17 |
update person_title Michael Russo: Account Executive => Wealth Adviser |
| 2022-11-17 |
update person_title Nicolette Shaw: Client Service Manager => Member of the Tax Services Team; Client Service & Family Office Associate |
| 2022-11-17 |
update person_title Rick Winters: Vice President, Portfolio Executive => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Robert Lepson: Vice President, Wealth Manager => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Ryan Bulak: Client Service Associate => Client Service |
| 2022-11-17 |
update person_title Ryan Christensen: Vice President, Portfolio Executive; Member of the Relationship Management Team => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Ryan O'Shaughnessy: Account Manager => Client Service |
| 2022-11-17 |
update person_title Stephen Johnson: Vice President; Member of the Relationship Management Team; Portfolio Manager => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Todd Peters: Senior Vice President => Partner, Wealth Adviser |
| 2022-11-17 |
update person_title Todd Stockwell: Vice President, Portfolio Executive => Wealth Adviser |
| 2022-10-17 |
delete person Alaina Coscia |
| 2022-10-17 |
insert person Felix Lorie |
| 2022-10-17 |
insert person Maryse Magbagbeola |
| 2022-10-17 |
update person_title Michael Russo: Account Manager => Account Executive |
| 2022-09-15 |
delete ceo Richard Veidenheimer |
| 2022-09-15 |
delete chiefinvestmentofficer Jim Lowell |
| 2022-09-15 |
delete chro Kate Kosewski |
| 2022-09-15 |
delete cmo Lisa Hamann |
| 2022-09-15 |
delete founder David Thorne |
| 2022-09-15 |
delete otherexecutives Jeffrey DeMaso |
| 2022-09-15 |
delete otherexecutives Mario Ramos |
| 2022-09-15 |
insert ceo Mario Ramos |
| 2022-09-15 |
delete index_pages_linkeddomain cnbc.com |
| 2022-09-15 |
delete index_pages_linkeddomain pionline.com |
| 2022-09-15 |
delete person David Thorne |
| 2022-09-15 |
delete person Faina Schwartz |
| 2022-09-15 |
delete person Kate Kosewski |
| 2022-09-15 |
delete person Lily Kuang |
| 2022-09-15 |
delete person Lisa Hamann |
| 2022-09-15 |
delete person Richard Veidenheimer |
| 2022-09-15 |
delete person Suzanne Irwin |
| 2022-09-15 |
insert index_pages_linkeddomain calendly.com |
| 2022-09-15 |
insert person Adrian Baldeon |
| 2022-09-15 |
insert person Christina Kidd |
| 2022-09-15 |
insert person Judy Ludwig |
| 2022-09-15 |
update person_title Chris Keith: Senior Vice President, Fixed Income Manager; Member of the Leadership Team => Senior Vice President, Fixed Income Manager; Member of the Leadership Team; Senior Vice President, Fixed Income Manager / Corporate Development |
| 2022-09-15 |
update person_title David Mastroianni: Portfolio Executive; Vice Presdient, Portfolio Executive => Vice President, Portfolio Executive |
| 2022-09-15 |
update person_title Jacqueline Murphy: Director of Content; Member of the Leadership Team => Interim Chief Marketing Officer; Member of the Leadership Team |
| 2022-09-15 |
update person_title Jeffrey DeMaso: Member of the Leadership Team; Director of Research => Member of the Leadership Team; Interim Chief Investment Officer and Director of Research |
| 2022-09-15 |
update person_title Jim Lowell: Member of the Leadership Team; Chief Investment Officer => Member of the Leadership Team; Strategic Adviser to the CEO |
| 2022-09-15 |
update person_title Karrie Pettiglio: Client Service Manager => Assistant Manager of Client Service |
| 2022-09-15 |
update person_title Laura Sweeney: Head of Talent Acquisition and Career Development; Member of the Leadership Team => Head of Talent Acquisition and Engagement; Member of the Leadership Team |
| 2022-09-15 |
update person_title Mario Ramos: Cheif Executive Officer; Member of the Leadership Team => Member of the Leadership Team; Chief Executive Officer |
| 2022-09-15 |
update person_title Matthew Shumaker: Senior Account Manager => Account Executive |