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E••••• P•••••• H•••••••••: person on the private equity graph | DFX Data Factory

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Private equityPerson

E••••• P•••••• H•••••••••

Executive Vice President - Private Client Services, O••••••••• • C•• I•••

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Search this name across graphsid dfx:pe:1f55bbfd-7a30-4ba1-8e65-7ea33d627949

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 22, 2026, 7:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

E••••• P•••••• H•••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: O••••••••• • C•• I•••
Title: Executive Vice President - Private Client Services
Current roles: 1
Past roles: 0
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← O••••••••• • C•• I•••FirmExecutive Vice President - Private Client Services
Feb 1, 2019 to presentfactForm ADV

Dated events

Occurred
Feb 1, 2019
Person joined
E••••• P•••••• H••••••••• joined Schedule A of O••••••••• • C•• I••• as Executive Vice President - National Sales
O••••••••• • C•• I•••Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1f55bbfd-7a30-4ba1-8e65-7ea33d627949
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
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.