Also named here, with no published line of their own (reach them through the firm): Zachary J Pack (CHIEF OPERATING OFFICER/DIRECTOR), John D Miller (DIRECTOR), Juliana K Harris (SECRETARY/EXEC DIRECTOR/ASSI TREASURER), Ryan Willsmore (TREASURER), John Samuel Armstrong IV (TRUSTEE), Gwendolen G Bond (TRUSTEE), Jason E Fox (TRUSTEE), Michael H Carpenter (TRUSTEE), John J Park (TRUSTEE), A Patterson Pendleton III (TRUSTEE), William Bast (DIRECTOR), William P Carey II (PRESIDENT/CHAIRMAN/TRUSTEE).

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:a7154a83-c479-43ef-a474-44af3231bfcc

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.