ENVESTNET - History of Changes


DateDescription
2024-06-14 delete portfolio_pages_linkeddomain foreside.com
2024-03-18 delete person Alfie Manuel
2024-03-18 update person_title Brooks Friederich: Principal Director - Research Strategy; Member of the PMC Research Team; Member of the Investment Committee => Principal Director - Research Strategy; Member of the PMC Research Team; Principal Director, Investment Solutions Strategy; Member of the Investment Committee
2023-03-07 insert person Alfie Manuel
2023-03-07 insert person Anup Sharma
2023-03-07 insert person Carlee Griffeth
2023-03-07 update person_description Akhil Gopalakrishnan => Akhil Gopalakrishnan
2023-03-07 update person_description Michael Featherman => Michael Featherman
2023-02-03 update person_description Kiley Miller => Kiley Miller
2023-02-03 update person_title Kiley Miller: Director, ESG Investment Solutions => Principal Director, Sustainable Investing
2023-01-02 update person_description Monique Harake => Monique Harake
2022-12-01 delete otherexecutives Tim Clift
2022-12-01 delete svp Dale Rottschafer
2022-12-01 delete vp Enrique Gelpi
2022-12-01 delete person Brett Wayman
2022-12-01 delete person Cynthia Crandall
2022-12-01 delete person Dale Rottschafer
2022-12-01 delete person Edwin Zablan
2022-12-01 delete person Michael Marino
2022-12-01 delete person Tim Clift
2022-12-01 insert person Andrea McAndrew
2022-12-01 insert person Andrew Nigh
2022-12-01 insert person Frank Sortino
2022-12-01 insert person Matthew Tripp
2022-12-01 insert person Nick Roberts
2022-12-01 insert person Scott Liddell
2022-12-01 update person_description Alan Kreuzberger => Alan Kreuzberger
2022-12-01 update person_description Enrique Gelpi => Enrique Gelpi
2022-12-01 update person_description Monique Harake => Monique Harake
2022-12-01 update person_description Russell Colburn => Russell Colburn
2022-12-01 update person_description Will Kemper => Will Kemper
2022-12-01 update person_title Enrique Gelpi: Vice President => CIMA, MBA, Director, Investment Specialist
2022-12-01 update person_title Monique Harake: Internal Investment Specialist => Investment Specialist; Internal Investment Specialist
2022-12-01 update person_title Russell Colburn: Vice President, Senior Investment Specialist => Investment Specialist; Principal Director, High - Net Worth Solutions
2022-08-27 update person_title Brooks Friederich: Member of the PMC Research Team; Senior Director, Research Strategy; Member of the Investment Committee => Principal Director - Research Strategy; Member of the PMC Research Team; Member of the Investment Committee
2022-07-28 insert otherexecutives Ling-Wei Hew
2022-07-28 update person_description Brandon Rick => Brandon Rick
2022-07-28 update person_title Brandon Rick: Investment Analyst => Investment Analyst - Equity Research
2022-07-28 update person_title Edwin Zablan: AVP, Senior Investment Analyst; Senior Investment Analyst => Senior Investment Analyst - Fixed Income Research
2022-07-28 update person_title John Parsons: CIMA®, Vice President, Senior Investment Analyst; Vice President and Senior Investment Analyst => CIMA®, Senior Investment Analyst - Equity Research; Senior Investment Analyst
2022-07-28 update person_title Ling-Wei Hew: VP, Senior Investment Analyst => Principal Director - Multi - Asset Research; Principal; Member of the Investment Committee; Director
2022-07-28 update person_title Ryan Knisely: Investment Analyst => Investment Analyst - Fixed Income Research
2022-06-26 delete person Suresh Ramasamy
2022-06-26 update person_description Brooks Friederich => Brooks Friederich
2022-06-26 update person_description Dana D'Auria => Dana D'Auria
2022-06-26 update person_title Brooks Friederich: Director of Research Strategy; Member of the Investment Committee => Member of the PMC Research Team; Senior Director, Research Strategy; Member of the Investment Committee