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Family Offices
Kalamazoo, MI
••• Locked
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| L•••• A• E••••••• I•• | Executive Vice President | leadership | senior | n/a | yes | fact |
| M•••••• C•••••••• | Executive Managing Director, Chief Financial Officer | leadership | senior | n/a | yes | fact |
| Executive Managing Director, Chief People Officer |
| leadership |
| senior |
| n/a |
| yes |
| fact |
| E••• B••••• | Founder and Co-Chairman | leadership | senior | n/a | yes | fact |
| L•••• H••••• | Executive Managing Director, General Counsel | leadership | senior | n/a | yes | fact |
| M••• T••••••• | Executive Managing Director, Institutional Consulting | leadership | senior | n/a | yes | fact |
| S•••• C••••••• | Chief Executive Officer | leadership | senior | n/a | yes | fact |
| M••• S•••••••• | Executive Managing Director, Chief Investment Officer | cio | senior | n/a | yes | fact |
| E•••••• T••••• | Advisor | other | unknown | n/a | yes | fact |
| D••• R•••• | Founding Partner and Co-Chairman | leadership | senior | n/a | yes | fact |
| J•• C••• | Executive Managing Director, Head of Client Advisory Services | leadership | senior | n/a | yes | fact |
| J•••••• M••••• | Executive Managing Director, Chief Growth Officer | leadership | senior | n/a | yes | fact |
| D•••••• S••• | Managing Director, Chief Technology Officer | leadership | senior | n/a | yes | fact |
| E•••• F••••••• | CEO F••••••• | leadership | senior | n/a | yes | fact |
| J••• A••••• C•• | Executive Managing Director, Founding Partner & Chief Investment Strategist | cio | senior | n/a | yes | fact |
| A•• H••• | Executive Managing Director, Chief Operating Officer & Chief Compliance Officer | leadership | senior | n/a | yes | fact |
| A•• S•••• | Founder and Co-Chairman | leadership | senior | n/a | yes | fact |
| M••• T••••••• | Executive Managing Director, Head of Family Office Services | leadership | senior | n/a | yes | fact |
| P•••••• R••••• C••• M•• | Managing Director, Deputy CIO | cio | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): E•••• F••••••• (CEO F•••••••), P•••••• R••••• C••• M•• (Managing Director, Deputy CIO), J••• A••••• C•• (Executive Managing Director, Founding Partner & Chief Investment Strategist), M••• T••••••• (Executive Managing Director, Head of Family Office Services), M••• T••••••• (Executive Managing Director, Institutional Consulting), D•••••• S••• (Managing Director, Chief Technology Officer), M••• S•••••••• (Executive Managing Director, Chief Investment Officer), J•••••• M••••• (Executive Managing Director, Chief Growth Officer), M•••••• K•••••• (Executive Managing Director, Chief People Officer), L•••• H••••• (Executive Managing Director, General Counsel), A•• H••• (Executive Managing Director, Chief Operating Officer & Chief Compliance Officer), J•• C••• (Executive Managing Director, Head of Client Advisory Services).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan