Also named here, with no published line of their own (reach them through the firm): Bradley C Call (CHAIRMAN & CEO), David S Cannom MD (DIRECTOR), David R Carpenter (DIRECTOR), Patrick C Haden (DIRECTOR), Lydia H Kennard (DIRECTOR), Charles C Reed (DIRECTOR), Keith W Renken (DIRECTOR), Frank M Sanchez Phd (DIRECTOR), Robert G Splawn MD (DIRECTOR), AMY Wohl Phd (DIRECTOR), Jennifer Vanore (PRESIDENT), Kathleen H Salazar (CFO).

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

Graph

Family Offices

Canonical id

dfx:fo:5ee5ae6f-91e5-4405-9ee3-006604bfca76

First observed

n/a

Last observed

n/a : not yet measured

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.