Data Factory
Reading the graph
Reading the graph
Family Offices
Boston, MA
Data as of (this record's last observation) from federal regulator filings, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Joshua Adam Leffler | Chief Compliance Officer, Chief Operating Officer, Member | operations | senior | n/a | yes | fact |
| Warren John Gibbon | CIO and Member | cio | principal | n/a | yes | fact |
| Nicholas Andreas Hofer | President and Member | leadership | principal | n/a | yes | fact |
| THOMAS Michael CALLAHAN | Director of Family Wealth Planning | board | senior | n/a | yes | fact |
| George Gampfer Schwartz | Advisor and Member | leadership | principal | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): THOMAS Michael CALLAHAN (Director of Family Wealth Planning), George Gampfer Schwartz (Advisor and Member), Warren John Gibbon (CIO and Member), Joshua Adam Leffler (Chief Compliance Officer, Chief Operating Officer, Member), Nicholas Andreas Hofer (President and Member).
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