Data Factory
Reading the graph
Reading the graph
Family Offices
Dallas, PA
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Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Robert Joseph Graham | Founder | leadership | principal | n/a | yes | fact |
| Robert Hamilton Graham | President | leadership | principal | n/a | yes | fact |
| Sandra Jeanne Graham | Shareholder | leadership | principal | n/a | yes | fact |
| Alan J Corey Glassman | Senior Vice President | leadership | principal | n/a | yes | fact |
| Robert J. Graham | Founder | leadership | senior | n/a | yes | fact |
| Dimitri Gnall | VICE PRESIDENT | leadership | senior | n/a | yes | fact |
| Robert H. Graham | President | leadership | senior | n/a | yes | fact |
| Robert Graham | VICE PRESIDENT | leadership | senior | n/a | yes | fact |
| Elizabeth B. Graham | CHIEF OPERATING OFFICER | operations | unknown | n/a | yes | fact |
| Ann Marie Healey | CLIENT SERVICES MANAGER | leadership | senior | n/a | yes | fact |
| Elizabeth Bridget Graham | Chief Operating Officer | operations | principal | n/a | yes | fact |
| Susan Adams Shoemaker | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| Susan A. Shoemaker | CHIEF COMPLIANCE OFFICER | operations | unknown | n/a | yes | fact |
| Susan A. Shoemaker | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
| Alan J Corey Glassman | SENIOR VICE PRESIDENT | leadership | senior | n/a | yes | fact |
| Adam J Glassman | VICE PRESIDENT | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Ann Marie Healey (CLIENT SERVICES MANAGER), Dimitri Gnall (VICE PRESIDENT), Robert Graham (VICE PRESIDENT), Adam J Glassman (VICE PRESIDENT), Alan J Corey Glassman (SENIOR VICE PRESIDENT), Elizabeth B. Graham (CHIEF OPERATING OFFICER), Robert H. Graham (PRESIDENT), Robert J. Graham (FOUNDER), Susan Adams Shoemaker (Chief Compliance Officer), Sandra Jeanne Graham (Shareholder), Elizabeth Bridget Graham (Chief Operating Officer), Robert Hamilton Graham (President).
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