DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
New York, NY
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 |
|---|---|---|---|---|---|---|
| Cody Branson | Compliance Consultant | operations | unknown | n/a | yes | fact |
| Michael David Nelson | Chief Executive Officer | leadership | principal | n/a | yes | fact |
| David Louis Cleary Neubert | Partner | leadership | principal | n/a | yes | fact |
| Cynthia Ann Curtis Nelson | Chief Compliance Officer, Chief Operating Officer | operations | senior | n/a | yes | fact |
| Julie Lynn Shah | Chief Financial Officer | operations | senior | n/a | yes | fact |
| Wren Green | Compliance Consultant | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Julie Lynn Shah (Chief Financial Officer), Cynthia Ann Curtis Nelson (Chief Compliance Officer, Chief Operating Officer), David Louis Cleary Neubert (Partner), Michael David Nelson (Chief Executive Officer).
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