DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Foundation on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. 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.
Also named here, with no published line of their own (reach them through the firm): Edmund Shallcross III (PRES, CEO & DIR), James P Loring (TREASURER), Jennifer M Morrison (GENERAL COUNSEL & SECRETARY), Susan F Chung (CHIEF INVESTMENT OFFICER), Jill J Avery (DIRECTOR), IVY L Brown (DIRECTOR), Debra a Canales (DIRECTOR), Patricia W Chadwick (DIRECTOR), Michael D Jeans (DIRECTOR), Matthew a Lopes Jr (DIRECTOR), Ronald K Machtley (DIRECTOR), Peter M Marino (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