← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(03/29/2024)
H. M. PAYSON & CO. · 所有者与执行高管(CRD 2993)
机构事实页:H. M. PAYSON & CO. 事实页 → | 官方原文:IAPD firm-summary/2993
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ROBBINS, PETER, ELIOT | 个人 | MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER & BOARD MEMBER | 是 | B |
| PIERCE, THOMAS, MADIGAN | 个人 | MANAGING DIRECTOR | 是 | B |
| CURRIE, MICHAEL, ROBERT | 个人 | MANAGING DIRECTOR, PRESIDENT & BOARD MEMBER | 是 | B |
| WEICKERT, WILLIAM, NELSON | 个人 | MANAGING DIRECTOR | 是 | A |
| BELIVEAU, JOHN, SEVERIN | 个人 | MANAGING DIRECTOR, BOARD MEMBER | 是 | B |
| HARRIS, JOEL SHOREY | 个人 | MANAGING DIRECTOR | 是 | NA |
| HINES, DAVID, REED | 个人 | MANAGING DIRECTOR & DIRECTOR OF RESEARCH | 是 | NA |
| LAY, DANIEL, MICHAEL | 个人 | MANAGING DIRECTOR, BOARD MEMBER | 是 | B |
| BLACKBURN, DEREK, RICHARD | 个人 | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | 是 | NA |
| REINFRIED, MARGARET, C | 个人 | MANAGING DIRECTOR, BOARD MEMBER | 是 | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
