DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Boston, MA
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
Candidate family office with no filing identifier. Treat the facts on this page as unverified.
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.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Henry Mooers | Analyst | operations | unknown | n/a | yes | fact |
| Brett Feldman | Director | leadership | senior | n/a | yes | fact |
| Juana Arias | Associate Accountant | operations | unknown | n/a | yes | fact |
| Carl Bradshaw | Associate Director | leadership | senior | n/a | yes | fact |
| Samentha Fanfan | Associate | other | unknown | n/a | yes | fact |
| Catherine Fraga | Senior Associate | other | unknown | n/a | yes | fact |
| Jonathan Pate | Associate Director | leadership | senior | n/a | yes | fact |
| Making A Difference | Investment Services | Direct investments | unknown | n/a | yes | fact |
| Broderick Gardner | Firm Operations | operations | unknown | n/a | yes | fact |
| Patricia Halliday | Junior Associate | other | unknown | n/a | yes | fact |
| John Barooshian | Firm Operations | operations | unknown | n/a | yes | fact |
| Gabrielle Cyr, MBA | Firm Operations | operations | unknown | n/a | yes | fact |
| Daniel Finger | Manager, Compliance & Business Operations | operations | unknown | n/a | yes | fact |
| William Waldrip | Junior Associate | other | unknown | n/a | yes | fact |
| Jonathan Perry | CFO & COO | operations | unknown | n/a | yes | fact |
| Ona Vredenburg | Associate Director | leadership | senior | n/a | yes | fact |
| Nathan Williams | Senior Associate | other | unknown | n/a | yes | fact |
| Wesley Karger | Co-Founder & Managing Partner | leadership | senior | n/a | yes | fact |
| Paul Karger | Co-Founder & Managing Partner | leadership | senior | n/a | yes | fact |
| Andreas Migliaccio | Senior Analyst | operations | unknown | n/a | yes | fact |
| Jeffrey Heisler | Partner & Managing Director | leadership | senior | n/a | yes | fact |
| Michael Gibbons | Partner & Managing Director | leadership | senior | n/a | yes | fact |
| Lindsey Mapes | Firm Operations | operations | unknown | n/a | yes | fact |
| Matthew O'Donnell | Managing Director | leadership | senior | n/a | yes | fact |
| Josh Kazlauskas | Director | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Making A Difference (Investment Services), William Ward, MBA (Partner & Managing Director), Garrett Walsh (Senior Director), Ona Vredenburg (Associate Director), Noah Van Schalkwyk (Associate, Family Office Management Team), Cory Rayfield (Associate Director), Andreas Migliaccio (Senior Analyst), Matthew Marsallo (Analyst), Josh Kazlauskas (Director), Wendy Karkoska (Associate Director), Jeffrey Heisler (Partner & Managing Director), Laurence Grosbaum (Partner & 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