Data Factory
Reading the graph
Reading the graph
Family Offices
Tequesta, FL
We are a multi-family office, built to manage significant wealth.
Data as of (this record's last observation) from firm and issuer disclosures, news and newswire, 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 |
|---|---|---|---|---|---|---|
| Andrew J. Plum | Managing Partner, Investment Committee Head | leadership | senior | n/a | yes | fact |
| Andrea L. Cording | Director of Operations | operations | unknown | n/a | yes | fact |
| Thomas J. Cullen | Partner, Investment Committee Member, Senior Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Kathleen R. Burke | Principal, Investment Committee Member | leadership | senior | n/a | yes | fact |
| Codie Allen | Senior Client Associate | other | unknown | n/a | yes | fact |
| Taylor B. Marsh | Partner, Investment Committee Member, Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Stephanie Speer | Client Associate | other | unknown | n/a | yes | fact |
| Families Forward | Managing Partner, Investment Committee Head | leadership | senior | n/a | yes | fact |
| Joan E. Davis | Senior Client Associate | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Stephanie Speer (Client Associate), Codie Allen (Senior Client Associate), Joan E. Davis (Senior Client Associate), Andrea L. Cording (Director of Operations), Kathleen R. Burke (Principal, Investment Committee Member), Taylor B. Marsh (Partner, Investment Committee Member, Portfolio Manager), Thomas J. Cullen (Partner, Investment Committee Member, Senior Portfolio Manager), Andrew J. Plum (Managing Partner, Investment Committee Head), Families Forward (Managing Partner, Investment Committee Head).
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