Data Factory
Reading the graph
Reading the graph
Foundation 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.
Also named here, with no published line of their own (reach them through the firm): Gregory L Moore (CHAIR), Tony Frank (PAST CHAIR), Michelle Lucero (CHAIR-ELECT), Pamela Shockley-Zalabak (SECRETARY), Jason Wheeler (TREASURER), Rebecca Love Kourlis (TRUSTEE), David Miller (TRUSTEE), Rico Munn (TRUSTEE), Lindsey Paulson (TRUSTEE), Rick Pederson (TRUSTEE), Lisa Zuniga Ramirez (TRUSTEE), Katie S Kramer (PRES/CEO).
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