| Date | Description |
|---|
| 2025-03-12 |
delete otherexecutives Mariah Mitchell |
| 2025-03-12 |
delete person Barbara Cough |
| 2025-03-12 |
delete person Cady Conway |
| 2025-03-12 |
delete person Corbin Howe |
| 2025-03-12 |
delete person Mariah Mitchell |
| 2025-03-12 |
insert person Cady B. Clark |
| 2025-03-12 |
insert person Julius O. Nyanin |
| 2025-03-12 |
insert person Katie von Salza Brown |
| 2024-12-07 |
insert email bj..@hmpayson.com |
| 2024-11-06 |
delete person Jason C. Allen |
| 2024-11-06 |
delete person Tim Kaijala |
| 2024-11-06 |
insert person Jennifer B. Edes |
| 2024-11-06 |
insert person Keara Wagner |
| 2024-11-06 |
update person_description Camille White => Camille White |
| 2024-11-06 |
update person_description Colin P. Greening => Colin P. Greening |
| 2024-11-06 |
update person_description Corbin Howe => Corbin Howe |
| 2024-09-04 |
insert chro Beverly K. Gava |
| 2024-09-04 |
delete person Jennifer B. Edes |
| 2024-09-04 |
delete person Julius O. Nyanin |
| 2024-09-04 |
delete person Keara Wagner |
| 2024-09-04 |
insert person Beverly K. Gava |
| 2024-09-04 |
insert person Camille White |
| 2024-09-04 |
insert person Colin P. Greening |
| 2024-09-04 |
insert person Corbin Howe |
| 2024-08-03 |
delete person Jenny R. Gleason |
| 2024-08-03 |
delete person Linda J. Carlin |
| 2024-08-03 |
insert person Adrienne-Marie Wilson |
| 2024-08-03 |
insert person Benjamin Tyler |
| 2024-08-03 |
insert person Cady Conway |
| 2024-05-31 |
delete contact_pages_linkeddomain zixmail.net |
| 2024-05-31 |
delete person Noah Petrucci |
| 2024-05-31 |
update person_description Jeffrey T. Soules => Jeffrey T. Soules |
| 2024-05-31 |
update person_description Linda J. Carlin => Linda J. Carlin |
| 2024-05-31 |
update person_title Jeffrey T. Soules: Trader => Portfolio Manager |
| 2024-05-31 |
update person_title Linda J. Carlin: Office Administrator => Human Resources & Operations Associate |
| 2023-10-16 |
update person_description Jason C. Allen => Jason C. Allen |
| 2023-08-12 |
delete managingdirector Thomas M. Pierce |
| 2023-08-12 |
delete otherexecutives Steve M. Buxton |
| 2023-08-12 |
insert coo Derek Blackburn |
| 2023-08-12 |
delete person Katie von Salza Brown |
| 2023-08-12 |
delete person Rebecca Buma |
| 2023-08-12 |
delete person Richard T. Price |
| 2023-08-12 |
delete person Scott E. Stefanowicz |
| 2023-08-12 |
delete person Shawn R. Fields |
| 2023-08-12 |
delete person Stephen L. Eddy |
| 2023-08-12 |
delete person Steve M. Buxton |
| 2023-08-12 |
delete person Terry S. Taylor |
| 2023-08-12 |
delete person Thomas M. Pierce |
| 2023-08-12 |
delete person Timothy P. Griffin |
| 2023-08-12 |
delete person William N. (Chip) Weickert |
| 2023-08-12 |
insert person Andy Lumb |
| 2023-08-12 |
insert person Benjamin J. Michaud |
| 2023-08-12 |
insert person Caryn A. Brown |
| 2023-08-12 |
insert person D.J. Shaughnessy |
| 2023-08-12 |
insert person David R. Hines |
| 2023-08-12 |
insert person Derek Blackburn |
| 2023-08-12 |
insert person Jason C. Allen |
| 2023-08-12 |
insert person Javier Andy Garcia |
| 2023-08-12 |
insert person Julius O. Nyanin |
| 2023-08-12 |
insert person Linda J. Carlin |
| 2023-04-29 |
delete coo Derek Blackburn |
| 2023-04-29 |
insert otherexecutives Steve M. Buxton |
| 2023-04-29 |
delete email jl..@hmpayson.com |
| 2023-04-29 |
delete person Derek Blackburn |
| 2023-04-29 |
delete person Jenny L. Robinson |
| 2023-04-29 |
insert email jr..@hmpayson.com |
| 2023-04-29 |
insert person Amy L. Moody |
| 2023-04-29 |
insert person Jenny R. Gleason |
| 2023-04-29 |
update person_title Steve M. Buxton: Operations Processor and Anti - Money Laundering Officer => Compliance Officer; Assistant |
| 2023-02-25 |
delete person Caryn A. Brown |
| 2023-02-25 |
insert person Barbara Cough |
| 2023-02-25 |
update person_title Terry S. Taylor: Relationship Administrator => Quality Control Specialist |
| 2022-12-23 |
delete chairman Thomas M. Pierce |
| 2022-12-23 |
update person_title Thomas M. Pierce: Managing Director; Portfolio Manager; Chairman of the Board => Managing Director; Portfolio Manager |
| 2022-08-17 |
insert coo Derek Blackburn |
| 2022-08-17 |
delete fax 207-563-1884 |
| 2022-08-17 |
insert fax 207-956-5780 |
| 2022-08-17 |
insert person Bridget M. Bailey |
| 2022-08-17 |
insert person Caryn A. Brown |
| 2022-08-17 |
insert person Derek Blackburn |
| 2022-08-17 |
insert person Donna D. Grimaldi |
| 2022-08-17 |
insert person Jeffrey T. Soules |
| 2022-08-17 |
insert person Jennifer B. Edes |
| 2022-08-17 |
insert person Jenny L. Robinson |
| 2022-08-17 |
insert person Katie von Salza Brown |
| 2022-08-17 |
insert person Noah Petrucci |
| 2022-08-17 |
insert person Stephen L. Eddy |
| 2022-08-17 |
insert phone 207.292.3245 |
| 2022-08-17 |
update person_title Keara Wagner: Relationship Adminstrator => Financial Planning Associate |
| 2022-07-18 |
delete phone 207.563.1854 |
| 2022-07-18 |
insert address 181 Park Row
Brunswick, ME 04011 |
| 2022-07-18 |
insert contact_pages_linkeddomain goo.gl |
| 2022-04-16 |
delete person Katie von Salza Brown |
| 2022-04-16 |
insert person Rebecca Buma |
| 2021-08-24 |
delete person Jenny L. Robinson |
| 2021-08-24 |
insert person Katie von Salza Brown |
| 2021-05-21 |
insert contact_pages_linkeddomain google.com |
| 2021-04-05 |
delete person Joanna Brinker |
| 2021-04-05 |
insert person Jenny L. Robinson |
| 2020-07-12 |
insert contact_pages_linkeddomain zixmail.net |
| 2020-06-08 |
delete about_pages_linkeddomain tamaracinc.com |
| 2020-06-08 |
delete contact_pages_linkeddomain tamaracinc.com |
| 2020-06-08 |
delete index_pages_linkeddomain tamaracinc.com |
| 2020-06-08 |
delete management_pages_linkeddomain tamaracinc.com |
| 2020-06-08 |
delete terms_pages_linkeddomain tamaracinc.com |
| 2020-05-09 |
update website_status FlippedRobots => OK |
| 2020-05-02 |
update website_status OK => FlippedRobots |
| 2020-04-02 |
delete email le..@hmpayson.com |
| 2020-04-02 |
delete person Linda Pinkham |
| 2020-04-02 |
delete phone 207-518-6231 |
| 2019-11-26 |
insert email am..@hmpayson.com |
| 2019-11-26 |
insert person Amanda Martin |
| 2019-11-26 |
insert phone 207-518-6236 |
| 2019-10-27 |
insert email dj..@hmpayson.com |
| 2019-10-27 |
insert person D.J. Shaughnessy |
| 2019-09-26 |
delete email te..@hmpayson.com |
| 2019-09-26 |
delete person Tracy E. McMahon |
| 2019-07-28 |
insert email nj..@hmpayson.com |
| 2019-07-28 |
insert person Noah Petrucci |
| 2019-07-28 |
insert phone 207-518-6265 |
| 2019-06-25 |
insert email jm..@hmpayson.com |
| 2019-06-25 |
insert email ko..@hmpayson.com |
| 2019-06-25 |
insert email le..@hmpayson.com |
| 2019-06-25 |
insert email tj..@hmpayson.com |
| 2019-06-25 |
insert person Joanna Brinker |
| 2019-06-25 |
insert person Keara Wagner |
| 2019-06-25 |
insert person Linda Pinkham |
| 2019-06-25 |
insert phone 207-518-6231 |
| 2019-06-25 |
insert phone 207-518-6239 |
| 2019-06-25 |
insert phone 207-518-6263 |
| 2019-01-11 |
delete email mg..@hmpayson.com |
| 2019-01-11 |
delete person Meghan Civiello |
| 2018-10-25 |
update website_status IndexPageFetchError => OK |
| 2018-10-25 |
insert about_pages_linkeddomain tamaracinc.com |
| 2018-10-25 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2018-10-25 |
insert email al..@hmpayson.com |
| 2018-10-25 |
insert email bm..@hmpayson.com |
| 2018-10-25 |
insert email ea..@hmpayson.com |
| 2018-10-25 |
insert email jb..@hmpayson.com |
| 2018-10-25 |
insert email jl..@hmpayson.com |
| 2018-10-25 |
insert email mg..@hmpayson.com |
| 2018-10-25 |
insert email ts..@hmpayson.com |
| 2018-10-25 |
insert index_pages_linkeddomain tamaracinc.com |
| 2018-10-25 |
insert management_pages_linkeddomain tamaracinc.com |
| 2018-10-25 |
insert person Amy L. Moody |
| 2018-10-25 |
insert person Bridget M. Bailey |
| 2018-10-25 |
insert person Elizabeth A. Small |
| 2018-10-25 |
insert person Jennifer B. Edes |
| 2018-10-25 |
insert person Jenny L. Robinson |
| 2018-10-25 |
insert person Terry S. Taylor |
| 2018-10-25 |
insert phone 207-518-6217 |
| 2018-10-25 |
insert phone 207-518-6219 |
| 2018-10-25 |
insert phone 207-518-6220 |
| 2018-10-25 |
insert phone 207-518-6221 |
| 2018-10-25 |
insert service_pages_linkeddomain tamaracinc.com |
| 2018-10-25 |
insert terms_pages_linkeddomain tamaracinc.com |
| 2018-10-25 |
update person_title Eric R. George: Advisor => Advisor; Portfolio Manager |
| 2018-07-17 |
update website_status OK => IndexPageFetchError |
| 2018-04-10 |
delete person Jody L. Bennett |
| 2018-04-10 |
insert email er..@hmpayson.com |
| 2018-04-10 |
insert email te..@hmpayson.com |
| 2018-04-10 |
insert person Caryn A. Brown |
| 2018-04-10 |
insert person Eric R. George |
| 2018-04-10 |
insert person Tracy E. McMahon |
| 2018-02-26 |
delete person Joy Feng |
| 2017-12-12 |
insert email jt..@hmpayson.com |
| 2017-12-12 |
insert email rt..@hmpayson.com |
| 2017-12-12 |
insert person Jeffrey T. Soules |
| 2017-12-12 |
insert person Richard T. Price |
| 2017-11-06 |
insert email ef..@hmpayson.com |
| 2017-11-06 |
insert person Edward Demetriou |
| 2017-07-21 |
delete email rm..@hmpayson.com |
| 2017-03-08 |
update person_title Derek Blackburn: Director of Operations; Chief Compliance Officer => Chief Operating Officer; Chief Compliance Officer |
| 2017-01-20 |
delete email bj..@hmpayson.com |
| 2017-01-20 |
delete email dj..@hmpayson.com |
| 2017-01-20 |
delete email jf@hmpayson.com |
| 2017-01-20 |
delete email mg..@hmpayson.com |
| 2017-01-20 |
delete email sr..@hmpayson.com |
| 2017-01-20 |
delete phone 207-518-6203 |
| 2017-01-20 |
delete phone 207-518-6208 |
| 2017-01-20 |
delete phone 207-518-6237 |
| 2017-01-20 |
delete phone 207-518-6258 |
| 2017-01-20 |
delete phone 207-518-6259 |
| 2017-01-20 |
insert email se..@hmpayson.com |
| 2017-01-20 |
insert person Donna D. Grimaldi |
| 2017-01-20 |
insert person Jody L. Bennett |
| 2017-01-20 |
insert person Scott E. Stefanowicz |
| 2017-01-20 |
insert person Steve M. Buxton |
| 2017-01-20 |
insert phone 207-518-6205 |
| 2016-11-05 |
delete source_ip 104.130.120.180 |
| 2016-11-05 |
insert source_ip 104.154.250.30 |
| 2016-10-07 |
delete index_pages_linkeddomain rt-wms.com |
| 2016-05-07 |
delete source_ip 67.205.96.84 |
| 2016-05-07 |
insert about_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert career_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert client_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert contact_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert email jf@hmpayson.com |
| 2016-05-07 |
insert email mg..@hmpayson.com |
| 2016-05-07 |
insert index_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert management_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert person Civiello, Meghan |
| 2016-05-07 |
insert person Feng, Joy |
| 2016-05-07 |
insert service_pages_linkeddomain netdna-cdn.com |
| 2016-05-07 |
insert source_ip 104.130.120.180 |
| 2016-05-07 |
insert terms_pages_linkeddomain netdna-cdn.com |
| 2015-10-20 |
insert email jo..@hmpayson.com |
| 2015-10-20 |
insert person Flower, Jay |
| 2015-09-22 |
delete treasurer Esposito, Teresa M. |
| 2015-09-22 |
insert chairman Pierce, Thomas M. |
| 2015-09-22 |
insert coo Blackburn, Derek |
| 2015-09-22 |
insert otherexecutives Blackburn, Derek |
| 2015-09-22 |
insert otherexecutives Sian O'Malley Hahn |
| 2015-09-22 |
delete email es..@hmpayson.com |
| 2015-09-22 |
delete email kj..@hmpayson.com |
| 2015-09-22 |
delete email mm..@hmpayson.com |
| 2015-09-22 |
delete email tm..@hmpayson.com |
| 2015-09-22 |
delete person Christy, Emily S. |
| 2015-09-22 |
delete person Esposito, Teresa M. |
| 2015-09-22 |
delete person Manning, Kevin J. |
| 2015-09-22 |
delete person Rogers, Margaret M. |
| 2015-09-22 |
insert email dr..@hmpayson.com |
| 2015-09-22 |
insert email so..@hmpayson.com |
| 2015-09-22 |
insert person Blackburn, Derek |
| 2015-09-22 |
insert person Sian O'Malley Hahn |
| 2015-09-22 |
update person_title Pierce, Thomas M.: Managing Director => Managing Director; Chairman of the Board |
| 2015-06-23 |
delete cfo Teresa M. Esposito |
| 2015-06-23 |
delete coo Teresa M. Esposito |
| 2015-06-23 |
delete managingdirector Teresa M. Esposito |
| 2015-06-23 |
delete otherexecutives Griffin, Timothy P. |
| 2015-06-23 |
insert treasurer Esposito, Teresa M. |
| 2015-06-23 |
delete career_pages_linkeddomain jgaudetassociates.com |
| 2015-06-23 |
update person_title Esposito, Teresa M.: Managing Director, Chief Operating Officer, Chief Financial Officer, Treasurer => Treasurer |
| 2015-06-23 |
update person_title Griffin, Timothy P.: Portfolio Manager; Director of Client Services => Director of Client Service, Portfolio Manager |
| 2015-06-23 |
update person_title Rogers, Margaret M.: Marketing Coordinator, Investment Assistant => Marketing Coordinator |
| 2015-06-23 |
update person_title Teresa M. Esposito: Chief Operating Officer; Managing Director; Chief Financial Officer => null |
| 2015-02-22 |
delete chairman Walker, John H. |
| 2015-02-22 |
delete managingdirector Walker, John H. |
| 2015-02-22 |
delete email jh..@hmpayson.com |
| 2015-02-22 |
delete person Walker, John H. |
| 2015-02-22 |
insert contact_pages_linkeddomain google.com |
| 2015-02-22 |
insert index_pages_linkeddomain rt-wms.com |
| 2014-12-19 |
update person_title Christy, Emily S.: Director of Investment Strategies => Director of Investment Strategies, Chief Compliance Officer, Research Analyst |
| 2014-11-12 |
insert otherexecutives Griffin, Timothy P. |
| 2014-11-12 |
insert career_pages_linkeddomain jgaudetassociates.com |
| 2014-11-12 |
insert email mc..@hmpayson.com |
| 2014-11-12 |
update person_title Griffin, Timothy P.: Portfolio Manager => Portfolio Manager; Director of Client Services |
| 2014-07-03 |
insert alias H.M. Payson & Company |
| 2014-04-02 |
delete otherexecutives Richardson, Eleni C. |
| 2014-04-02 |
delete email ec..@hmpayson.com |
| 2014-04-02 |
delete person Richardson, Eleni C. |
| 2014-03-05 |
insert client Corporate Retirement Plans |
| 2014-03-05 |
update person_title Christy, Emily S.: Research Analyst => Director of Investment Strategies |
| 2013-12-04 |
delete address One Portland Square, 5th Floor
Portland, ME 04101 |
| 2013-12-04 |
insert address One Portland Square, 5th Floor
Union Street
Portland, ME 04101 |
| 2013-11-06 |
insert email bj..@hmpayson.com |
| 2013-10-09 |
insert otherexecutives Richardson, Eleni C. |
| 2013-10-09 |
insert email ec..@hmpayson.com |
| 2013-10-09 |
insert person Richardson, Eleni C. |
| 2013-10-09 |
update person_title Manning, Kevin J.: Chief Compliance Officer, Head Trader => Head Trader |
| 2013-09-10 |
insert email cb@hmpayson.com |
| 2013-09-10 |
update person_title Rogers, Margaret M.: Marketing Coordinator, Administrative Support => Marketing Coordinator, Investment Assistant |
| 2013-08-11 |
insert email rm..@hmpayson.com |
| 2013-08-11 |
insert person Robert M. Davis |
| 2013-06-28 |
update person_title Rogers, Margaret M.: Marketing, Administrative Support => Marketing Coordinator, Administrative Support |
| 2013-06-19 |
delete contact_pages_linkeddomain google.com |
| 2013-06-19 |
update person_description Daniel M. Lay => Daniel M. Lay |
| 2013-06-19 |
update person_description David R. Hines => David R. Hines |
| 2013-06-19 |
update person_description Michael R. Currie => Michael R. Currie |
| 2013-06-19 |
update person_description Michelle R. Santiago => Michelle R. Santiago |
| 2013-06-19 |
update person_description Thomas M. Pierce => Thomas M. Pierce |
| 2013-04-04 |
delete source_ip 67.134.79.202 |
| 2013-04-04 |
insert source_ip 67.205.96.84 |
| 2013-02-26 |
delete email mr..@hmpayson.com |
| 2013-02-26 |
insert email mm..@hmpayson.com |
| 2013-02-26 |
update person_title Rogers, Margaret M. |