DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Office on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Edwin Bruce Mumford | Chief Compliance Officer and Chief Operating Officer | operations | senior | n/a | yes | fact |
| David Eugene Donnelly | Managing Director | leadership | principal | n/a | yes | fact |
| Eric Joseph Metz | Managing Director | leadership | principal | n/a | yes | fact |
| Joseph George Devico | Managing Director, Co- Head US Wealth Advisory Business | leadership | principal | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Joseph George Devico (Managing Director, Co- Head US Wealth Advisory Business), David Eugene Donnelly (Managing Director), Edwin Bruce Mumford (Chief Compliance Officer and Chief Operating Officer), Eric Joseph Metz (Managing Director).
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