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.

Also named here, with no published line of their own (reach them through the firm): Scott Farrell (Operating Partner), Stephanie Schaeffer (Senior Executive Assistant), Jessica Exposito (Executive Assistant), Mike Yerkes, CPA (Accounting Manager), Roy E. Sroka, CPA (Partner / CFO / CCO), Kari Smith (Director of Investor Relations), Emma Naas (Accounting Manager), Yuri Douglas (Controller), Shannon Brucci (Director of Marketing and Special Events), Bob Zeeb (Managing Director), Chris Wilson (Managing Director), Stephen M. Welborn (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

Graph

Family Offices

Canonical id

dfx:fo:67f59dc3-3608-4b10-8d3b-c2cc86c02282

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.