This firm's name, 8 more advisory clients, 14 more other clients, 158 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
- Alstom Transportation Retirement Plan Pension consultantthrough Dec 31, 2024 Form 5500
- Prysmian Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Molson Coors Pension Plan TrusteeInvestment adviser (plan)through Dec 31, 2023 Form 5500
+8 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Newell Brands Consolidated Pension Plan Trusteethrough Dec 31, 2024
- FMC Technologies, Inc. Employees' Retirement Program Trusteethrough Dec 31, 2023
- Bemis Hourly Retirement Plan Trusteethrough Dec 31, 2023
+14 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Westchester Teamsters Local 456 Pension Fund | 2025 | 28 51 | INVESTMENT MANAGER | $114,897 |
| Contractors Laborers Teamsters & Engineers Pension Plan | 2025 | 28 | $53,210 | |
| Christiana Care Health Services, Inc. Retirement Plan | 2024 | 28 51 | NONE | $753,430 |
+158 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.