CIK 1409728
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Signed this manager's latest 13F (2024-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| LAMBERT, RAELAN, MARIE | DIRECTOR & GLOBAL ALTERNATIVES LEADER | 2024-07 | — not seen at a tracked firm |
| AGANGA, OLAOLU, OLAYINKA | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | 2024-07 | — not seen at a tracked firm |
| MAVROMATES, STANLEY, PETER | VICE PRESIDENT & CHIEF INVESTMENT OFFICER, DELEGATED SOLUTIONS · CHIEF INVESTMENT OFFICER · VICE PRESIDENT & CHIEF INVESTMENT OFFICER | 2023-07 | — not seen at a tracked firm |
| DAVIDSON, SAMANTHA, SCHUTTE | PRESIDENT & DIRECTOR | 2023-04 | — not seen at a tracked firm |
| NUZUM, RICHARD, LANGDON |
| PRESIDENT & DIRECTOR · DIRECTOR & PRESIDENT · DIRECTOR |
| 2022-10 |
| — not seen at a tracked firm |
| Mahoney, Christine, Teresa | DIRECTOR | 2022-10 | — not seen at a tracked firm |
| MORTIMER, JENNIFER, JOAN | CHIEF COMPLIANCE OFFICER | 2021-11 | — not seen at a tracked firm |
| Dean, Colin, James | SECRETARY & GLOBAL CHIEF COUNSEL - INVESTMENTS · GLOBAL CHIEF COUNSEL - INVESTMENTS · SECRETARY | 2021-03 | — not seen at a tracked firm |
| PHELAN, LISA, DONOGHUE | CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| COX, III, DONN, KNOWLTON | VICE PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER, ALTERNATIVES | 2019-12 | — not seen at a tracked firm |
| PHAY, ROBERT, E | CHIEF COMPLIANCE OFFICER | 2019-06 | FRONTIER CAPITAL MANAGEMENT CO LLC |
| JOSEPH, RICHARD, SCOTT | DIRECTOR · CHIEF OPERATING OFFICER | 2018-12 | — not seen at a tracked firm |
| FRANCE, JEREMIAH, MICHAEL | CHIEF OPERATING OFFICER & DIRECTOR · CHIEF OPERATING OFFICER | 2018-12 | — not seen at a tracked firm |
| MURPHY, THOMAS, PETER | PRESIDENT & DIRECTOR · DIRECTOR · PRESIDENT& DIRECTOR · PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER | 2018-07 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| ZOLTOWSKI, SCOTT, MICHAEL | SECRETARY | 2017-03 | — not seen at a tracked firm |
| DE CRISTO, PHILLIP, J | DIRECTOR | 2016-05 | — not seen at a tracked firm |
| KIEFER-GOLDENBERG, MAUREEN, KIM | CHIEF COMPLIANCE OFFICER | 2016-03 | Baystate Wealth Management LLC |
| SHAN, HELEN, LINN | TREASURER | 2015-04 | — not seen at a tracked firm |
| GILBERT, MARK, JAMES | CHIEF COMPLIANCE OFFICER | 2014-12 | — not seen at a tracked firm |
| EWEN, STEPHEN, MICHAEL | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| LEGGAT, HARRY, B | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| FORESTNER, MICHAEL, JOHN | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| MCMILLAN, DAVID, J | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| BROWN, ANTHONY, WAYNE | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| WEISS, MANUEL | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| VASQUEZ, LAWRENCE | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| KRASNOPOLSKY, MILLA | VICE PRESIDENT | 2014-02 | — not seen at a tracked firm |
| CHEESEMAN, DEAN, CHARLES ANTHONY | VICE PRESIDENT | 2013-12 | — not seen at a tracked firm |
| VAN DEN AKKER, ADRIANUS, H. P. J. | VICE PRESIDENT | 2013-12 | — not seen at a tracked firm |
| BERGLUND, WILSON, SMITH | VICE PRESIDENT | 2013-07 | — not seen at a tracked firm |
| BIELER, ALAN, W. | TREASURER | 2013-02 | — not seen at a tracked firm |
| PERCELLA, DANIEL, L | TREASURER | 2011-12 | — not seen at a tracked firm |
| CROTTY, KENNETH, BRIAN | PRESIDENT | 2011-12 | — not seen at a tracked firm |
| BOYLE, ANDREW, FRANCIS | DIRECTOR | 2011-12 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
